UNIVERSITY OF CALIFORNIA, DAVIS
MATERIEL MANAGEMENT/PURCHASING SERVICES
3215 APIARY WAY, DAVIS, CALIFORNIA 95616-5270
REQUEST FOR QUOTATION
RFQ # 01-P02599333AM
DATE E-MAILED/POSTED: October 25, 2012
RFQ DUE DATE: November 08, 2012 3:00pm PST.
The UNIVERSITY Web address for
downloading this document and any updates or
addendum until the submittal due date is:
http://purchasing.ucdavis.edu/ucdbids/index.cfm
Buyer Contact: Alex Martin
Buyer Supervisor
Tel. # 530-754-1382
Fax # 530-757-8720
E-mail: aamartin@ucdavis.edu
QUOTATION FOR: GENERATOR & AUTOMATIC TRANSFER SWITCH
REQUEST FOR QUOTATION CONTENTS:




Introduction
Specification/Scope of Work
General Information/Terms and Conditions
Appendix A
Deviations from Specifications: Any deviation from the specifications shall be identified and fully
described. The right is reserved to accept or reject quotations on each item separately, or as a
whole, and to waive any irregularities in the quotation; irregularities may, however, render the
quotation non-responsive.
Public Disclosure: Responses to Become Public Records:
All materials submitted in response to this solicitation become a matter of public record and shall be
regarded as public record.
Designation of Confidential Information:
The Regents will recognize as confidential only those elements in each response, which are trade
secrets as that term is defined in the law of California and which are clearly marked as “TRADE
SECRET,” ’’CONFIDENTIAL,” or “PROPRIETARY.” Vague designations and blanket statements
regarding entire pages or documents are insufficient and shall not bind The Regents to protect the
designated matter from disclosure.
The California Public Records Act limits The Regents’ ability to withhold prequalification and bid data
to trade secrets or records, the disclosure of which is exempt or prohibited pursuant to federal or state
law. If a submittal contains any trade secrets that a Contractor does not want disclosed to the public
or used by The Regents for any purpose other than evaluation of the Contractor’s eligibility, each
sheet of such information must be marked with the designation “Confidential.” The Regents will notify
the submitter of data so classified of any request to inspect such data so that the submitter will have
an opportunity to establish that such information is exempt from inspection in any proceeding to
compel inspection.
The Regents Not Liable for Required Disclosure:
The Regents shall not in any way be liable or responsible for the disclosure of any records if they are not
plainly marked “TRADE SECRET,” “CONFIDENTIAL,” or “PROPRIETARY,” or if disclosure is required by
law or by an order of the court
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TABLE OF CONTENTS
Page
1. INTRODUCTION .............................................................................................. 4
1.1 BIDDER PRE-QUALIFYING CRITERIA.......................................................... 4
1.2. REFERENCES ............................................................................................. 4
2. SPECIFICATIONS/SCOPE OF WORK............................................................ 6
3. PRICE SHEET ............................................................................................... 34
4. GENERAL INFORMATION/TERMS AND CONITIONS ................................. 35
APPENDIX A …………………………………………………………………………..45
3
1.0
INTRODUCTION
The University of California, Davis, Design and Construction Management Department, is currently seeking
bids for a Generator and Transfer Switch. The successful BIDDER shall provide all requested material and
product requirements listed below and shall coordinate delivery and scheduling with University’s
Representative.
1.1
BIDDER PRE-QUALIFYING CRITERIA
BIDDER eligibility to respond to this RFQ is based on BIDDER’S ability to meet the qualification requirements
listed below. The UNIVERSITY, in its sole discretion, reserves the right to determine whether any BIDDER
meets the minimum eligibility standards, to determine whether a quotation is responsive, and to select a
quotation which best serves its financial and program objectives. The UNIVERSITY reserves the right to reject
all quotations.
If BIDDER cannot meet all qualifications and reference requirements as stated herein, BIDDER’S quotation
shall be rejected without further consideration.
To have a quotation considered BIDDER’S must be well qualified in the following categories:
1.2
1.
BIDDER shall have a demonstrated and satisfactory record of performance in furnishing the
requested products.
2.
Successful manufacturing/assembly/installation of an equal or greater system of similar size, type,
and complexity.
3.
Ability to develop a fully operational generator and automatic transfer switch as defined in the
specifications, portions of which can be installed and functioning within the agreed upon time frames.
4.
Demonstrated track record of providing condensing economizer system, to be evaluated from
comments of BIDDER references. Specific aspects that must be addressed include, but are not
limited to:
REFERENCES
Please list references of at least 3 customers that are currently using these products in production under
similar circumstances as UC Davis proposes. Upon successful BIDDER qualification, the UNIVERSITY may
contact some or all of these references to better understand your product, services and performance levels.
References should be of comparable size and complexity to the UNIVERSITY installation.
For each reference BIDDER must state contact names and telephone numbers and a brief description of the
nature and outcome of each project.
Reference information shall be considered in determining BIDDER pre-qualification (see Section 1.1 above)
and may also be considered within the evaluation process in determining BIDDER’S compliance with
applicable criteria.
The UNIVERSITY may contact references furnished by the BIDDER, in addition to other individuals not
furnished by BIDDER. The UNIVERSITY is not limited to specific contacts at any reference company. The
4
UNIVERSITY reserves the right to obtain and use, in its evaluation, information from sources not necessarily
identified by BIDDER.
Furnishing incorrect and/or incomplete reference information may lead to BIDDER’S elimination from
consideration for award.
Customer Account
Contact
Information
Organization
Name and
Address
Tel.
Contact #1
E-Mail:
Title
Tel.
Contact #2
E-Mail:
Title
Tel.
Contact #3
E-Mail:
Title
5
Context (list work
performed and what
information organization can
provide)
2.0
SPECIFICATIONS/SCOPE OF WORK
263213 STANDBY EMERGENCY POWER SUPPLY SYSTEM
PART 1 - GENERAL
1.01
DESCRIPTION
A. This specification covers the equipment and services necessary for the design, manufacture, factory
testing, and site testing of a complete and operable on-site NFPA-110 level 1, type 10, class 1.5,
Emergency Power Supply System (EPSS). The system includes:
1.
One 800 KW, 480/277 VAC, 3 phase, diesel engine-driven generator set
2. Weather/sound proof enclosure (outdoors installation).
3. 830 gal Sub-base tank (12 hours).
4. Local Emergency Power Off
5. Load Bank sized for 70% capacity of generator, resistive (or 750 kW with 50 kW steps)
6. Provide fuel for testing. Upon final acceptance provide a full tank of fuel.
7. The genset unit (Genset, enclosure, sub-tank) and ATS shall be seismically certified as a unit per
CBC 1708A for Category IV (Essential Facility, Ip=1.5) for the site location. Provide special seismic
certification and anchorage details.
8. One Automatic Transfer Switch, 277/480 VAC, 1600A, 3 pole, 4 wire, delayed transition type ,
NEMA 3R. Engine Generator System and Automatic Transfer Switch shall be manufactured by the
same company. See specification 26 3600 Automatic
9.
Ladder to gain access to GenSet Controller. Provide fixed service ladder to roof enclosure.
10. Maintenance software.
B. The University will procure and furnish the EPSS for the General Contractor to install. The Generator,
load bank, and ATS shall be delivered to the site for future installation by the Contractor. The University
will apply for permit upon receiving the specific generator set information from the generator contractor
necessary for the Yolo-Solano Air Quality Management District (Y-S AQMD). After receiving the
permit, the project construction general contractor will install the EPSS at the project site. The EPSS
contractor shall provide on site testing, training and demonstration of the EPSS after installation per the
project schedule.
a. Site location: 1515 Newton Court, Davis, California.
1.02
QUALITY ASSURANCE
A. The generator sets installation and on-site testing shall conform to the requirements of the following
codes and standards, as applicable. The generator sets shall include necessary features to meet the
6
requirements of these standards. The generator sets and supplied accessories shall meet the
requirements of the following standards:
1. California Code of Regulations (CCR), Title 24, Part 3, California Electrical Code (CEC).
2. CSA 282, 1989 Emergency Electrical Power Supply for Buildings
3. IEEE446 - Recommended Practice for Emergency and Standby Power Systems for Commercial
and Industrial Applications
4. NFPA 37 - Installation of Stationary Engines
5. NFPA 110 - Emergency and Standby Power Systems.
requirements for Level 1 systems.
The generator sets shall meet all
6. Environmental Protection Agency (EPA) - EPA certified that it meets all EPA requirements for its
location. Provide generator sets that complies with the emissions limitations of the site location.
Provide documentation of compliance with these standards for use by the Owner in securing a
permit for the engine generator system.
a. Generator shall comply with Yolo-Solano Air Quality Management District (Y-S AQMD) Rule 232 (Stationary Internal Combustion Engines), meets the new “Air Toxic Control Measures”
(ATCM) emission standards or other applicable agency regulations. Permits must be obtained
from the air district prior to installation and operation of generator. The University will submit the
Authority to Construct (ATC) to the Y-S AQMD and EPSS contractor shall be responsible for
providing the University with all requirements to complete the ATC application.
7. California Building Code, including all required seismic requirements.
8. NFPA 30-Flammable and Combustible Liquids
9. California Fire Code
10. Tank, Housing, and Genset Seismically Certified per CBC 1708A (Category IV)
11. The generator set overcurrent protection shall be UL listed as a utility grade protective device.
12. The generator set shall be UL2200 listed and labeled
B. The generator sets and supplied accessories shall meet the requirements of the following standards:
1. NEMA MG1. Alternator shall comply with the requirements of the current version this standard as
they apply to AC alternators.
2. UL1236 - Battery Chargers
3. UL2200. The generator sets shall be listed to UL2200 or submit to an independent third party
certification process to verify compliance as installed..
C. The control system for the generator sets shall comply with the following requirements.
1. CSA C22.2, No. 14 - M91 Industrial Control Equipment.
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2. EN50082-2, Electromagnetic Compatibility - Generic Immunity Requirements, Part 2: Industrial.
3. EN55011, Limits and Methods of Measurement of Radio Interference Characteristics of Industrial,
Scientific and Medical Equipment.
4. FCC Part 15, Subpart B.
5. IEC8528 part 4. Control Systems for Generator Sets
6. IEC Std 801.2, 801.3, and 801.5 for susceptibility, conducted, and radiated electromagnetic
emissions.
7. UL508. The entire control system of the generator sets shall be UL508 listed and labeled.
8. UL1236 -Battery Chargers.
D. The generator sets manufacturer shall be certified to ISO 9001 International Quality Standard and shall
have third party certification verifying quality assurance in design/development, production, installation,
and service, in accordance with ISO 9001.
1.03
SUBSTITUTIONS
A. Proposed deviations from the specifications shall be treated as follows:
1. Substitution Time Requirement
a. Requests for substitutions shall be made a minimum of ten (10) days prior to bid date.
Manufacturers catalog data shall accompany each request and authorized acceptance shall be
addenda only.
2. Substitution Responsibility
a. The power system has been designed to the specified manufacturer's electrical and physical
characteristics. The equipment sizing, spacing, amounts, electrical wiring, ventilation equipment,
fuel, and exhaust components have all been sized and designed around CATERPILLAR
supplied equipment. Do to space limitations the Generator shall meet the following:
b. Maximum Dimensions of Generator Unit:
1.)
1.04
SubTank (Generator Footprint) - 262"L X 84" W X 15" H
SUBMITTALS AND SHOP DRAWINGS
A. Within 35 days after award of the contract, submit seven (7) bound copies of the material list, including
manufacturer's name and catalog numbers. Include all material specified and on the drawings in the
list. Document proposed substitutions with catalog cuts, ratings, sizes, weights, performance curves,
shop drawings, services and other data necessary to prove full equality to specified items. The
engineer's approval of any submittal item shall not waive the EPSS Contractor's obligation to fulfill the
requirements of the specifications.
B. Whenever an item of equipment or system is described in the specifications in a descriptive, functional,
or operational manner; include in the submittal all such descriptive, functional, or operational features to
prove full equality to the specified item or system.
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C. Submittals shall include the following information:
1. Factory published specification sheet.
2. Manufacturer's catalog cut sheets of all auxiliary components such as battery charger, control
panel, annuciators, enclosure, etc.
3. Shore power (coolant heater, battery charger) power and connection requirements. Provide voltage
and current ratings. Show receptacle or hardwire connections.
4. Dimensional elevation and layout drawings of the generator set, enclosure, tanks, ATS, paralleling
switchgear, annuciators and related accessories.
5. Weights of all equipment.
6. Concrete pad recommendation, layout and anchorage details. Provide stub-up/connection locations
of electrical and fuel systems.
7. Engine mechanical data, including heat rejection, exhaust gas flows, combustion air and ventilation
air flows, fuel consumption, etc.
8. Generator electrical data including temperature and insulation data, cooling requirements, excitation
ratings, voltage regulation, voltage regulator, efficiencies, waveform distortion and telephone
influence factor.
9. Generator resistances, reactances and time constants.
10. Generator locked rotor motor starting curves.
11. Manufacturer's documentation showing maximum expected transient voltage and frequency dips,
and recovery time during operation of the generator set at the specified site conditions with the
specified loads.
12. Manufacturer's and dealer's written warranty.
13. Special Seismic Certificate for all equipment provided that is subject to CBC 1708A (Category IV,
Ip=1.5). Also provide anchorage details for this equipment signed and stamped by a licensed
Structural Engineer in the State of California.
14. Emissions Data: fuel consumption, rated horsepower output, emission rates for NOx, CO,
hydrocarbons (VOC) and particulate (PM10)
15. Technical data on all major components. Technical data must include an alternator thermal
damage curve, description and operating characteristics of the alternator protection device, and an
alternator reactive capability curve. Alternator data.
16. Certification of the emissions performance of the generator set engine by the engine manufacturer.
17. Test Reports:
9
a. Manufacturer's certification of generator sets prototype testing. Provide certification from the
system manufacturer that the engine, generator, and controls, have been tested as complete
systems of representative engineering models. Provide a certified report of these tests.
b. Manufacturer's certification of generator sets post production tests. The system manufacturer
shall perform post production tests on the generator sets supplied. Provide a certified report of
these tests prior to shipment.
18. Shop Drawings:
a.
Drawings shall show all external connections required; with terminal and destination markings
for all equipment, controls, and devices included in the system. The EPSS contractor is
intended to terminate all connections, make all settings, and test the functionality of the
complete system in all modes of operation.
b. Plan and elevation views with certified overall and interconnection point dimensions.
Specifically detail all conduit connection points and show materials, methods, and dimensions
for all connections.
19. Site Start Up Test Procedures and Inspection Reports
20. Manufacturer's installation instructions.
21. Manufacturer's warranty documents.
22. Operation and Maintenance Manual.
1.05
QUALIFICATIONS
A. The generation set manufacturer shall be certified to ISO 9001 International Quality Standard and shall
have third party certification verifying quality assurance in design/development, production, installation,
and service, in accordance with ISO 9001.
B. The manufacturer of this equipment shall have produced similar equipment for a minimum period of ten
years. When requested by the Engineer, an acceptable list of installations with similar equipment shall
be provided demonstrating compliance with this requirement.
1.06
MAINTENANCE AND OPERATION MANUAL
A. Provide three (3) copies of all maintenance and operations instruction for the University's use. Provide
the instructions bound in a three ring, hard vinyl covered binder with the label "Standby Power System
Maintenance and Operation Instructions, “Name Of Project” permanently affixed to the spine and face
of the binder. Provide in the binder corrected copies of all submittal data and shop drawings. The
manuals shall include all the documentation/information that a manufacturer's service technician would
have available to him.
B. Al manuals shall be marked to indicate the specific equipment furnished for this project and shall
include:
1. Assembly and disassembly instructions.
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2. Trouble shooting instructions.
3. Lubrication instructions and acceptable fuels.
4. Maintenance and reinstallation instructions.
5. Parts identification.
6. List of recommended spare parts.
7. Operator safety.
8. Installation drawings.
9. Wiring diagrams for actual installation with non-applicable parts removed or crossed out.
10. Description of sequence of operation for startup and shutdown.
11. Preventive maintenance data.
12. Service schedule for all parts or systems which require periodic maintenance or replacement.
13. Name, address, and phone number of three factory service representatives closest to job site and
available for 24 hour service call.
C. In addition, all operation and maintenance manuals for electrical equipment shall include:
1. Equipment ratings.
2. Calibration curves and rating tables if appropriate.
D. Operation and maintenance manuals for complex equipment shall also include:
1. Alternate specified operating modes.
2. Normal shutdown instructions.
3. Long term shutdown instructions.
4. Complete operating and maintenance procedures. Maintenance procedures to be the same as
available to factory representatives.
5. Engine self test programming instructions per NFPA 110.
1.07
SYSTEM RESPONSIBILITY
A. Generator Set Distributor
1. The completed engine generator set shall be supplied by the Manufacturer's authorized distributor
only.
B. Requirements, Codes and Regulations
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1. The equipment supplied and installed shall meet the requirements of California Title 24 codes and
regulations and all-applicable federal and local codes and regulations. All equipment shall be new,
of current production. There shall be one source responsibility for warranty; parts and service
through a local representative with factory trained service personnel.
2. Generator shall comply with Yolo-Solano Air Quality Management District (Y-S AQMD) Rule 2-32
(Stationary Internal Combustion Engines), meets the new “Air Toxic Control Measures” (ATCM)
emission standards or other applicable agency regulations. Permits must be obtained from the air
district prior to installation and operation of generator. The University will submit the Authority to
Construct (ATC) to the Y-S AQMD and EPSS Contractor shall be responsible for providing the
University with all requirements to complete the ATC application.
1.08
WARRANTY
A. The manufacturer'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. Running hours shall be
limited to 500 hours annually for the system warranty by both the manufacturer and servicing
distributor. Submittals received without written warranties as specified will be rejected in their entirety.
See part 1. The EPSS will be delivered to the site and it may take up to 8 months for construction
before initial start up.
1.09
PARTS AND SERVICE QUALIFICATIONS
A. Service Facility
1. The engine-generator supplier shall maintain 24-hour parts and service capability within 80 miles of
the project site. The distributor shall stock parts as needed to support the generator set package
for this specific project. The supplier must carry sufficient inventory to cover no less than 80% parts
service within 24hrs and 95% within 48 hours.
B. Service Personnel
1. The dealer shall maintain qualified factory trained service personnel.
C. Product Support
1.
EPSS (Generator Unit and ATS) Extended Service Coverage
a. Extended Service Coverage shall be provided for a period of 5 years, and shall include no
deductible. Extended Service Coverage provides for 100 percent of usual and customary parts
and labor costs for failures due to defects in materials and workmanship to the “as shipped
consist” from the factory, excluding filters, fluids, belts, hoses, power take-offs, paint, batteries
and clutches. Platinum Extended Service Coverage provides for a rental power unit due to
unscheduled failures causing unexpected downtime to the customer in excess of 48 hours from
the time of diagnoses. All repairs will be performed by factory trained dealer service personnel,
and allows for repairer travel and mileage for all repairs up to 8 hours and 320 miles per
incident.
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1.10
GUARANTEE
A. Guarantee the standby power system against defects which are disclosed within one year after the
filing of the Notice of Completion for the Contract. Upon notice the EPSS Contractor by the owner of
need of repairs, undertake such repairs within 24 hours.
B. If evidence of bearing failure, shaft misalignment, or coupling failure due to mis-alignment or shaft
deformation of appears within one year of final acceptance of the standby power system, provide
factory-approved technicians to correct the problem and provide an additional year warranty on the
previously mentioned items.
C. If, after installation, the operation of the standby power system fails to conform to these specifications,
or information accompanying the proposal or both and proves unsatisfactory to the owner, the owner
shall have the right to operate such equipment without liability to the owner until it can be taken out of
service for correction of defects, errors, or omissions, or for replacement of unsatisfactory equipment in
whole or in part.
PART 2 - PRODUCTS
2.01
GENERAL
A. The Level 1 Standby Emergency Generator System shall be capable of automatically restoring
emergency power within 10 seconds after interruption of normal power. In addition the generator shall
have adequate capacity to meet the demand for the essential electrical system operation of all
functions and equipment with a run time of 90 minutes minimum at full power. Provide a minimum of a
12 hour tank at full power.
1.
Provide Caterpillar model C27, 800kW, 480/277VAC in a C27-800 weather/sound enclosure, with a
830 gallon sub base tank (12 hour) , 1200A, 3 pole 100% rated electrically operated Main Circuit
Breaker and 1200A, 3 pole, thermal magnetic breaker for a 750 KW load bank. Provide 750 KW
Load bank. Provide with Engine Self Test Exerciser and program for required automatic periodic
testing per NFPA-110. Provide a complete working EPSS. Provide special Seismic Certification for
Ip=1.Caterpillar or equal.
B. Manufacturers
1. Caterpillar (design basis)
2. Cummins
3. Kohler
2.02
ENGINE
A. The engine shall be diesel fueled, four (4) cycle, water-cooled, while operating with nominal speed not
exceeding 1800 RPM. The engine will utilize in-cylinder combustion technology, as required, to meet
applicable EPA non-road mobile regulations and/or the EPA NSPS rule for stationary reciprocating
compression ignition engines. Additionally, the engine shall comply with the Yolo-Solano Air Quality
Management District (Y-S AQMD) and
State Emission regulations at the time of
installation/commissioning. Actual engine emissions values must be in compliance with applicable EPA
emissions standards per ISO 8178 - D2 Emissions Cycle at specified ekW / bHP rating. Utilization of
13
the “Transition Program for Equipment Manufacturers” (also known as “Flex Credits”) to achieve EPA
certification is not acceptable. The in-cylinder engine technology must not permit unfiltered exhaust
gas to be introduced into the combustion cylinder.
B. Engine Governing
1. The engine governor shall be a electronic Engine Control Module (ECM) with 24-volt DC Electric
Actuator. The ECM shall be enclosed in an environmentally sealed, die-cast aluminum housing
which isolates and protects electronic components from moisture and dirt contamination. Speed
droop shall be adjustable from 0 (isochronous) to 10%, from no load to full rated load. Steady state
frequency regulation shall be +/- 6 RPM. Speed shall be sensed by a magnetic pickup off the
engine flywheel ring gear. A provision for remote speed adjustment shall be included. The ECM
shall adjust fuel delivery according to exhaust smoke, altitude and cold mode limits. In the event of
a DC power loss, the forward acting actuator will move to the minimum fuel position.
2.03
GENERATOR
A. The generator shall be a synchronous, three phase, four pole, 2/3 pitch, random wound, single or
double bearing, and IP23 drip proof. Bearing(s) shall be double shielded and maintenance free. The
insulation system shall meet NEMA MG 1 and UL1446 standards for Class H insulation. Generator
temperature rise shall be limited to NEMA MG1 temperature limit of 80, 105, 125, 150C at a 40C
ambient. The excitation system shall enable the generator to sustain 300% (250% for 50hz) of rated
current for ten seconds at prime rating during a fault condition and shall improve the immunity of the
voltage regulator to non-linear distorting loads.
2.04
CIRCUIT BREAKERS
A. The generator sets shall be provided with a 1200A, 3 pole, 100% rated Main Breaker, to carry the
rated output current of the generator sets. The supplier shall submit time overcurrent characteristic
curves and thermal damage curve for the alternator, demonstrating the effectiveness of the protection
provided.
B. Provide a second generator thermal magnetic circuit breaker sized for the Load Bank. Provide a 1200,
3 pole, thermal magnetic breaker for the 750 kW load bank
2.05
DIGITAL VOLTAGE REGULATOR
A. The digital voltage regulator shall be microprocessor based with fully programmable operating and
protection characteristics. The regulator shall maintain generator output voltage within +/- 0.25% for
any constant load between no load and full load. The regulator shall be capable of sensing true RMS in
three phases of alternator output voltage, or operating in single phase sensing mode. The voltage
regulator shall include a VAR/Pf control feature as standard. The regulator shall provide an adjustable
dual slope regulation characteristic in order to optimize voltage and frequency response for site
conditions. The voltage regulator shall include standard the capability to provide generator paralleling
with reactive droop compensation and reactive differential compensation.
B. The voltage regulator shall communicate with the Generator Control Panel via a J1939 communication
network with generator voltage adjustments made via the controller keypad. Additionally, the controller
shall allow system parameter setup and monitoring, and provide fault alarm and shutdown information
through the controller. A PC-based user interface shall be available to allow viewing and modifying
operating parameters in a windows compatible environment.
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2.06
MOTOR STARTING
A. Provide locked rotor motor starting capability all connected motors at 30% instantaneous voltage dip as
defined per NEMA MG 1. Sustained voltage dip data is not acceptable.
2.07
POWER CONNECTION
A. Provide mechanical lug connection points to accommodate cable as shown in the plans.
2.08
ENGINE CONTROLS
A. Equip the standby power system with an automatic type cranking cycle starting system. Incorporate an
engine monitoring and emergency shutdown system with failure indicating lights.
B. The automatic transfer switch will close a contact when normal power fails. When the engine controls
are in "automatic", the closure of the automatic transfer switch contact initiates the automatic start
sequence. The start sequence consists of opening the fuel solenoid, moving the throttle to the start
position, and cranking the engine for approximately 6 to 10 seconds. If the engine fails to start, the
controls suspend cranking for approximately 10 seconds after which the controls start the engine
cranking again. Repeat this cycle approximately six times. If the engine has not started, lock out further
attempts at cranking and illuminate and "overcrank" indicator light. When the engine is running in
automatic and the contact from the transfer switch opens, shut down the engine after a five minute time
delay. When the engine control selector switch is set to "manual", initiate the starting sequence
immediately regardless of the status of the contact in the transfer switch. When the engine control
selector switch is set to "off", the engine shall not start under any circumstances.
2.09
CONTROLS-GENERATOR SET MOUNTED
A. Provide a fully solid-state, microprocessor based, generator set control. The control panel shall be
designed and built by the engine manufacturer. The control shall provide all operating, monitoring, and
control functions for the generator set. The control panel shall provide real time digital communications
to all engine and regulator controls via SAE J1939.
B. Environmental
1. The generator set control shall be tested and certified to the following environmental conditions:
a. -40°C to +70°C Operating Range
b. 0-95% humidity non-condensing, 30°C to 60°C
c. IP22 protection for rear of controller; IP55 when installed in control panel
d. 5% salt spray, 48 hours, +38°C, 36.8V system voltage
e. Sinusoidal vibration 4.3G's RMS, 24-1000Hz
f.
Electromagnetic Capability (89/336/EEC, 91/368/EEC, 93/44/EEC, 93/68/EEC, BS EN 50081-2,
50082-2)
g. Shock: withstand 15G
C. Functional Requirements
1. The following functionality shall be integral to the control panel.
15
a. The control shall include a minimum 64 x 240 pixel, 28mm x 100mm, white backlight graphical
display with text based alarm/event descriptions
b. The control shall include a minimum of 3-line data display
c. Audible horn for alarm and shutdown with horn silence switch
d. Standard ISO labeling
e. Multiple language capability
f.
Remote start/stop control
g. Local run/off/auto control integral to system microprocessor
h. Cooldown timer
i.
Speed adjust
j.
Lamp test
k. Push button emergency stop button
l.
Voltage adjust
m. Voltage regulator V/Hz slope - adjustable
n. Password protected system programming
D. Digital Monitoring Capability
1. The controls shall provide the following digital readouts for the engine and generator. All readings
shall be indicated in either metric or English units
a. Engine
1.)
Engine oil pressure
2.)
Engine oil temperature
3.)
Engine coolant temperature
4.)
Engine RPM
5.)
Engine hours
6.)
Engine crank attempt counter
7.)
Engine successful start counter
8.)
Service maintenance interval
9.)
Real time clock
b. Generator
1.)
Gnerator AC volts (Line to Line, Line to Neutral and Average)
2.)
Generator AC current (Avg and Per Phase)
3.)
Generator AC Frequency
4.)
Generator kW (Total and Per Phase)
5.)
Generator kVA (Total and Per Phase)
6.)
Generator kVAR (Total and Per Phase)
16
7.)
Power Factor (Avg and Per Phase)
8.)
Total kW-hr
9.)
Total kVAR-hr
10.) % kW
11.) % kVA
12.) % kVAR
c. Voltage Regulation
1.)
Excitation voltage
2.)
Excitation current
E. Alarms and Shutdowns
1. Provide NFPA 110 Level 1 annunciation and shutdown. The control shall monitor and provide alarm
indication and subsequent shutdown for the following conditions. All alarms and shutdowns are
accompanied by a time, date, and engine hour stamp that are stored by the control panel for first
and last occurrence:
a. Engine Alarm/Shutdown
1.)
Low oil pressure alarm/shutdown
2.)
High coolant temperature alarm/shutdown
3.)
Loss of coolant shutdown
4.)
Overspeed shutdown
5.)
Overcrank shutdown
6.)
Low fuel main tank (at 10 hours fuel remaining, delivery required, and 1 hour remaining at
full building load)
7.)
Emergency stop depressed shutdown
8.)
Low coolant temperature alarm
9.)
Low battery voltage alarm
10.) High battery voltage alarm
11.) Control switch not in auto position alarm
12.) Battery charger failure alarm
13.) Ground fault alarm only
b. Generator Alarm/Shutdown
1.)
Generator over voltage
2.)
Generator under voltage
3.)
Generator over frequency
4.)
Generator under frequency
5.)
Generator reverse power
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6.)
Generator overcurrent
c. Voltage Regulator Alarm/Shutdown
2.10
1.)
Loss of excitation alarm/shutdown
2.)
Instantaneous over excitation alarm/shutdown
3.)
Time over excitation alarm/shutdown
4.)
Rotating diode failure
5.)
Loss of sensing
6.)
Loss of PMG
GENERATOR CONTROLLER INPUTS AND OUTPUTS
A. Programmable Digital Inputs
1. The Controller shall include the ability to accept programmable digital input signals. The signals
may be programmed for either high or low activation using programmable Normally Open or
Normally Closed contacts.
B. Programmable Relay Outputs
1. The control shall include the ability to operate programmable relay output signals, integral to the
controller.
The output relays shall be rated for 2A @ 30VDC and consist of six (6) Form A
(Normally Open) contacts and two (2) Form C (Normally Open & Normally Closed) contacts.
C. Programmable Discrete Outputs
1. The control shall include the ability to operate two (2) discrete outputs, integral to the controller,
which are capable of sinking up to 300mA.
2.11
MAINTENANCE
A. All engine, voltage regulator, control panel and accessory units shall be accessible through a single
electronic service tool. The following maintenance functionality shall be integral to the generator set
control
1. Engine running hours display
2. Service maintenance interval (running hours or calendar days)
3. Engine crank attempt counter
4. Engine successful starts counter
5. 20 events are stored in control panel memory
6. Programmable cycle timer that starts and runs the generator for a predetermined time. The timer
shall use 14 user-programmable sequences that are repeated in a 7-day cycle. Each sequence
shall have the following programmable set points:
a. Day of week
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b. Time of day to start
c. Duration of cycle
2.12
LOCAL ANNUNCIATION
A. Local Annunciator (NFPA 99/110, CSA 282)
1. Provide a local, control panel mounted, annunciator to meet the requirements of NFPA 110, Level
1, Type 10, Emergency Power Supply System.
2. Local Annunciator shall include a lamp test pushbutton, alarm horn and alarm acknowledge
pushbutton
3. Provide the following individual light indications for protection and diagnostics
a. Overcrank
b. Low coolant temperature
c. High coolant temperature warning
d. High coolant temperature shutdown
e. Low oil pressure warning
f.
Low oil pressure shutdown
g. Overspeed
h. Low fuel main tank
i.
Low coolant level
j.
EPS supplying load
k. Control switch not in auto
l.
High battery voltage
m. Low battery voltage
n. Battery charger AC failure
o. Emergency stop
p. Ground fault alarm only
q. Spare
2.13
OUTDOOR WEATHER-PROTECTIVE SOUND-ATTENUATED ENCLOSURE
A. The generator sets shall be provided with an outdoor enclosure, with the entire package listed under
UL2200. The package shall comply with the requirements of the National Electrical Code for all wiring
materials and component spacing. The total assembly of generator sets, and enclosure shall be
designed to be lifted into place using spreader bars. Housing shall provide ample airflow for generator
sets operation at rated load in an ambient temperature of 118F. The housing shall have hinged access
doors as required to maintain easy access for all operating and service functions. All doors shall be
lockable, and include retainers to hold the door open during service. Enclosure roof shall be cambered
to prevent rainwater accumulation. Openings shall be screened to limit access of rodents into the
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enclosure. All electrical power and control interconnections shall be made within the perimeter of the
enclosure.
B. Provide externally mounted vandal resistant 120 VAC emergency with photocell control (90 minute min.
battery backed ballasts) light fixtures mounted on each side near the top center of the housing. Provide
J-box single point of connection for this prewired lighting system in electrical stub up area. See plans.
Provide external weather proof light switch at 48" AFF. on control panel side of housing
C. The generator sets shall be provided with a sound-attenuated housing which allows the generator sets
to operate at full rated load in an ambient temperature of up to 100F. The enclosure shall reduce the
sound level of the generator sets while operating at full rated load to a maximum of 76.3 dBA at any
location 7 meters from the generator sets in a free field environment. The enclosure shall be insulated
with non-hydroscopic materials.
D. The genset unit (Genset, enclosure, sub-tank) shall be seismically certified as a unit per CBC 1708A for
Category IV (Essential Facility, Ip=1.5 See Structural Specifications). Provide special seismic
certification and anchorage details.
E. All sheet metal shall be primed for corrosion protection and finish painted with the manufacturers
standard color using a two step electrocoating paint process, or equal meeting the performance
requirements specified below. All surfaces of all metal parts shall be primed and painted. The painting
process shall result in a coating that meets the following requirements:
1. Primer thickness, 0.5-2.0 mils. Top coat thickness, 0.8-1.2 mils.
2. Gloss, per ASTM D523-89, 80% plus or minus 5%. Gloss retention after one year shall exceed
50%.
3. Crosshatch adhesion, per ASTM D3359-93, 4B-5B.
4. Impact resistance, per ASTM D2794-93, 120-160 inch-pounds.
5. Salt Spray, per ASTM B117-90, 1000+ hours.
6. Humidity, per ASTM D2247-92, 1000+ hours.
7. Water Soak, per ASTM D2247-92, 1000+ hours.
F. Painting of hoses, clamps, wiring harnesses, and other non-metallic service parts shall not be
acceptable. Fasteners used shall be corrosion resistant, and designed to minimize marring of the
painted surface when removed for normal installation or service work.
G. Enclosure shall be constructed of minimum 12 gauge steel for framework and 14 gauge steel for
panels. All hardware and hinges shall be stainless steel.
H. A factory-mounted exhaust silencer shall be installed inside the enclosure. The exhaust shall exit the
enclosure through a rain collar and terminate with a rain cap. Exhaust connections to the generator
sets shall be through seamless flexible connections.
I.
The enclosure shall include the following maintenance provisions:
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J. Flexible coolant and lubricating oil drain lines, that extend to the exterior of the enclosure, with internal
drain valves
K. External radiator fill provision.
L. Provide an external emergency stop switch that is protected from accidental actuation.
M. Provide motorized louvers to minimize air flow through the enclosure when generator sets is not
operating. Louvers shall include provisions to prevent accumulation of ice or snow that might prevent
operation.
N. Inlet ducts shall include rain hoods.
O. Provide optional control panel viewing window
2.14
FUEL SYSTEM
A. On Engine Fuel System
1. The fuel system shall be integral with the engine. In addition to the standard fuel filters provided by
the engine manufacturer, there shall also be installed a primary fuel filter/water separator in the fuel
inlet line to the engine. All fuel piping shall be black iron or flexible fuel hose rated for this service.
No galvanized piping will be permitted. Flexible fuel lines shall be minimally rated for 300 degrees
F and 100 psi.
B. Sub base tank
C. Tank shall meet all code and regulations .Provide a 830 Gallon Sub-base tank shall be sized for fuel
capacity for 12 hours run time at 100% generator capacity. Tank shall have special seismic
certification.
1.
UL142 Listed
2.
NFPA37 compliant
3. Dual walled, steel construction
4.
Emergency tank and rupture basin vents
5.
Tank mounted mechanical fuel gauge
6.
Fuel supply and return tubes
7. Provide leak detection system in fuel tank complete with wiring and controls.
8.
Low and high level fuel switches
9.
Integral lifting points
10. Basin drain
11. Five gallon spill fill box - internal or external
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12. 12 foot high normal vent
13. Fuel overfill alarm - internal or external
14. Fill pipe extender
15. Maximum dimensions - 262"L X 84" W X 15" H
16. Special Seismic Certification and anchorage details signed and stamped by California licensed
Structural Engineer
2.15
STARTING SYSTEM
A. Starting Motor
1. A DC electric starting system with positive engagement shall be furnished. The motor voltage shall
be as recommended by the engine manufacturer.
B. Jacket Water Heater
1. Jacket water heater shall be provided and shall be sized to insure that genset will start within the
specified time period and ambient conditions.
C. Batteries
1. Batteries - A lead-acid storage battery set of the heavy-duty diesel starting type shall be provided.
Battery voltage shall be compatible with the starting system.
D. Battery Charger
1. A UL listed/CSA certified 10 amp voltage regulated battery charger shall be provided for each
engine-generator set. Input AC voltage and DC output voltage shall be as required. Chargers shall
be equipped with float and equalize charge settings, with provisions to automatically switch
between the two modes. It shall maintain its rated output voltage within ±0.2% with AC input
variation of ±10%. Operational monitors shall provide with individual form C contacts rated at 4
amps, 120 VAC, 30VDC for remote indication of battery charger malfunction, low battery voltage,
and high battery voltage. Charger shall include an Analog DC voltmeter and ammeter and fused
AC input and DC output, and shall be wall mount type in a NEMA 1 enclosure.
2.16
LOAD BANK (AVTRON K SERIES OR EQUIVALENT)
A. CONSTRUCTION: Weatherproof. The load bank enclosure is constructed of heavy gauge aluminized
steel with stainless steel exterior fasteners. Vertical airflow provides a compact footprint for tight
installations. Permanent base is designed for mounting on floor, roof, or cement pad and is equipped
with built-in forklift channels. Contactors are protected in a thermostatically controlled, heated
enclosure.
B. RESISTOR ELEMENTS: Size Load Bank for 70% generator capacity 750kW with 50 kW steps,
resistive elements are manufactured from corrosion resistant chromium alloy wire and carefully
supported for long life.
C. CONTROL POWER: 120 VAC, 1-Phase, 60 Hz (control transformer optional).
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D. LOAD SHED CONTROL: Load Bank will automatically shed its load from the generator upon receiving
a dry contact input signal from the ATS upon loss of normal power.
E. COOLING: The resistive elements are air cooled by integrally mounted blower motors rated at 10 HP,
460 VAC, 3-phase, 60 Hz. No additional cooling period is required when load is removed.
F. CONTROLS: The 19" rack mounted control panel is provided loose for remote mounting. Controls
include a POWER ON-OFF switch, a POWER ON light, BLOWER ON-OFF push buttons with a
BLOWER ON and BLOWER FAILURE light, OVER TEMPERATURE light, MASTER LOAD ON-OFF
switch, and load step ON-OFF toggle switches.
G. DIGITAL METERING: Digital Monitoring System (ADMS)™ is available as an option for display of
Volts, Amps, Frequency, and KW. ADMS™ also includes Communicator EXT™ Data Logging
Software.
H. PROTECTION: Branch circuit fusing on all load steps and over temperature protection. Differential
pressure air switches on the blowers are electrically interlocked to remove load if the airflow is not
sufficient to provide proper cooling.
2.17
LADDER
A. Provide ladder to gain access to the generator controls. Provide fixed service ladder to roof enclosure.
2.18
MAINTENANCE SOFTWARE
A. "Cat Electronic Techinican (ET)". The software accesses information from the electronic control
modules on Cat engines and equipment. Using Cat ET, technicians can view status parameters, logged
codes, active codes, perform functional tests, and record and view data logs of equipment operation.
PART 3 - EXECUTION
3.01
START UP TESTING, COMMISSIONING, TRAINING AND DEMONSTRATION
A. The EPSS Contractor shall participate in start up testing, commissioning, training and demonstrations.
The EPSS contractor shall assist the General Contractor in the preparation of testing and
commissioning procedures and inspections. EPSS Contractor shall provide 32 man hours for this
purpose. After delivery of the equipment to the site coordinate and schedule with the project's General
Contractor for start-up, testing, commissioning, demonstrations and testing services. See part 1.
B. Provide an inspection of the engine-generator after 180 days of acceptance and full servicing of the
unit, including a complete oil change.
C. Each piece of equipment shall be recorded in the test procedure listing the condition of the equipment
as found and as left. Included shall be recommendations for any necessary repair or replacement
parts. The test procedures shall indicate the name of the engineer who tested the equipment and the
date of the test completion.
D. Inspection Reports may be in situ test reports prepared by manufacturer representatives such as
startup test reports by, for example the Generator manufacturers' startup representative. The inspection
reports shall indicate the name of the person who inspected the equipment and the date of completion.
23
E. Testing to include but not limited to a 2-hour generator test by the UCD Fire Department.
F. Provide testing required per NFPA-110-section 7.13. . This test will include:
1. A Power Failure Test per NFPA-110-7.13.4.1. Note: The acceptance criteria for 5-7.13.4.1(7) is 10
seconds. Verify that this acceptance criteria is met.
2. A Cycle Crank Test per NFPA-110
3. A Full Load Test per NFPA-110
a. The system shall be tested under full load and monitor the following readings:
1.)
Oil pressure
2.)
Coolant temperature
3.)
Battery charge rate
4.)
AC volts
5.)
AC Amperes- all phases
6.)
Frequency
7.)
Kilowatts
8.)
Ambient Temperature
4. Measure and record the maximum demand (maximum building load in kW and kVA) of the EPSS.
5. Manufacturer's Representatives in-situ start up testing and inspections. Verify that the equipment is
installed properly.
a. Check all auxiliary devices for proper operation, including battery charger, jacket water
heater(s), generator space heater, etc.
b. Test all alarms and safety shutdown devices for proper operation and annunciation.
c. Check all fluid levels.
d. Start engine and check for exhaust, oil, fuel leaks, vibrations, etc.
e. Verify proper voltage and phase rotation at the transfer switch before connecting to the load.
6. Program and test Self Test Exerciser for automatic periodic testing per NFPA 110 required testing
periods.
7. Integrated System Test testing the functionality of the complete electrical system. Generator
Manufacturer's Representative shall participate in and assist in the preparation of the Acceptance
Test.
8. Submit all completed Commissioning, Tests, manufacturer's in situ tests/inspections and
Inspections reports to the Owners Representative at least two weeks prior to the project final
inspection for review and approval.
3.02
SEISMIC MOUNTING
A. EPSS Contractor shall submit structural calculations and details prepared and signed by the
24
Contractor's licensed engineer which include all resultant forces applied to the EPSS (Genset, ATS,
tank, housing, etc) per CBC 1708A for a Category IV occupancy for site conditons. The Structural
Seismic specifications and calculation input parameters as stated on Structural Specifications shall be
used for this purpose. The shop drawing details shall include a plan and elevation drawing which
specifies the necessary anchorage of the purchased generator/enclosure unit to the foundation. The
plan view shall show the tank anchorage points for the purchased generator, anchorage fastners and
embedment requirements and all other necessary specifications.
END OF SECTION 263213
25
263600 AUTOMATIC TRANSFER SWITCH
PART 4 - GENERAL
4.01
REQUIREMENTS INCLUDED
A. The General Conditions, Supplementary General Conditions, Special Conditions and Division 1
General Requirements apply to the work of this section.
B. This section describes requirements for Automatic Transfer Switch. It is the intent of this specification to
secure a transfer switch that has been prototype tested, factory built, production tested and site tested.
C. Engine Generator System and Automatic Transfer Switch shall be manufactured by the same company
See Section 26 3213, Standby Emergency Power Supply System, for further requirements. The
University will procure and furnish the EPSS for the General Contractor to install. The Generator, load
bank, and ATS shall be delivered to the site for future installation by the Contractor. The University will
apply for permit upon receiving the specific generator set information from the generator vendor
necessary for the Yolo-Solano Air Quality Management District (Y-S AQMD). After receiving the
permit, the project construction general contractor will install the EPSS at the project site. The EPSS
vendor shall provide on site testing, training and demonstration of the EPSS after installation per the
project schedule.
a. Site location: 1515 Newton Court, Davis, California.
4.02
RELATED WORK
A. Section 26 3213: Standby Emergency Power Supply System
4.03
SUBMITTALS
A. Provide bid submittals for approval, including:
1. Elevation and outline drawings with dimensions, weights, conduit entry areas, clearances, and
mounting data.
2. Power and control schematic drawings
3. Installation, Maintenance and Operations Manual: Installation requirements, description of product
proposed, specifications, features, sequence of operation, operation instructions, maintenance
instructions, description of each setting including range and factory default setting.
4. ATS proposed settings for approval by the University's representative. Submit As-Built settings after
acceptance.
5. Testing documentation. See Specification 263213.
6. Special Seismic Certificate for ATS per CBC 1708A (Category IV, Ip=1.5) for actual site conditions.
Also provide anchorage details for this equipment signed and stamped by a licensed Structural
Engineer in the State of California. Stamped anchorage details may be submitted three weeks after
award.
4.04
CODES AND STANDARDS
26
A. The automatic transfer switch shall conform to the requirements of:
1. UL 1008: Underwriters Laboratories standard for automatic transfer switches
2. CSA: C22.2 No. 178 certified
3. IEC: 947-6-1 certified at 480 VAC
4. 2010 CEC: California Electrical Code including use in emergency and standby systems in
accordance with Articles 700, 701, 702
5. NFPA 110: Standard for emergency and standby power systems
6. IEEE 241: I.E.E.E. recommended practice for electrical power systems in commercial buildings
7. IEEE 446: I.E.E.E. recommended practice for emergency and standby power systems
8. NEMA ICS10: AC automatic transfer switch equipment
9. UL 50/508: Enclosures
10. ICS 6: Enclosures
11. ANSI C33.76:Enclosures
12. NEMA 250: Enclosures
13. IEEE 472: (ANSI C37.90A): Ringing wave immunity
14. EN55022 (CISPR11): Conducted and radiated emissions (Exceeds EN55011 & MILSTD 461 Class
3)
15. EN61000-4-2: (Level 4): ESD immunity test Class B:
16. EN61000-4-3: (ENV50140): Radiated RF, electromagnetic field immunity
17. EN61000-4-4: Electrical fast transient/burst immunity test
18. EN61000-4-5: IEEE C62.41: Surge immunity test (1.2 x 50 s, 5 & 8 kV)
19. EN61000-4-6: (ENV50141): Conducted immunity test
20. EN61000-4-11: Voltage dips and interruption immunity
PART 5 - PRODUCTS
5.01
AUTOMATIC TRANSFER SWITCHES
A. Furnish One Automatic Transfer Switch, 277/480 VAC, 1600A, 3 pole, 4 wire, delayed transition type,
NEMA 3R, non bypass type, self standing, conduits will enter from concrete floor in rear of ATS. Front
and rear access is required. UL 1008 listed. Engine Generator System and Automatic Transfer Switch
shall be manufactured by the same company. See Section 26 3213.
27
B. Programmed transition delay feature: This feature shall provide a field adjustable time delay during
switching in both directions, during which time the load is isolated from both power sources, to allow
residual voltage of motors or other inductive loads (such as transformers) to decay before completing
the switching cycle. The programmed transition feature shall have an adjustable time of 0 to 7.5
seconds minimum.
C. Manufacturer- Caterpillar model CTSD Series or equal
5.02
Performance and Construction
A. The automatic transfer switch shall be of double throw construction operated by a reliable solenoid
driven mechanism. There shall be a direct mechanical coupling to facilitate transfer in 6 cycles or less.
B. The transfer switch shall incorporate a timed, center-off (neutral) position to allow for motor and
inductive load decay. Transfer time shall be adjustable from 0 to 10 minutes on transfer to either
source. A mechanical interlock shall be provided to positively ensure that both sets of power transfer
contacts cannot be closed simultaneously (precluding the possibility of inadvertently paralleling the ATS
input sources).
C. The contact structure shall consist of a main current carrying contact, which is a silver alloy with a
minimum of 50% silver content. The current carrying contacts shall be protected by silver tungsten
arcing contacts on all sizes above 400 Amps.
D. The transfer switch manufacturer shall submit test data for each size switch, showing it can withstand
fault currents of the magnitude and the duration necessary to maintain the system integrity. Each ATS
shall be in strict accordance and listed to UL 1008 withstand standards, including "Any Breaker" ratings.
Minimum UL listed withstand and close into fault ratings shall be as follows: "Any Breaker" 50,000 A.
ATS's which offer only 'specific coordinated breaker' ratings (as opposed to "any breaker" ratings) do
not meet this specification and are not acceptable.
E. A dielectric test at the conclusion of the withstand and closing tests shall be performed
F. The automatic transfer switch manufacturer shall certify sufficient arc interrupting capabilities for 50
cycles of operation between a normal and emergency source that are 120 degrees out of phase at 480
volts, 600% of rated current at .50 power factor. This certification is to ensure that there will be no
current flow between the two isolated sources during switching.
G. All relays shall be continuous duty industrial type with wiping contacts. Coils, relays, timers and
accessories shall be readily front accessible. The control panel and power section shall be
interconnected with a harness and keyed disconnect plugs for maintenance.
H. Main and arcing contacts shall be visible without major disassembly to facilitate inspection and
maintenance.
I.
A manual handle shall be provided for maintenance purposes with the switch de-energized. An
operator disconnect switch shall be provided to defeat automatic operation during maintenance,
inspection or manual operation.
J. Switches composed of molded case breakers, lighting contactors or components thereof will not be
acceptable.
28
K. The current rating shall be a continuous rating when the switch is installed in an enclosure, and shall
conform to NEMA temperature rise standards.
L. The unit shall be rated based on all classes of loads, i.e., resistive, tungsten, ballast and inductive loads.
Switches rated 400 amperes or less shall be UL listed for 100% tungsten lamp load.
M. Temperature rise tests in accordance with UL 1008 shall have been conducted after the overload and
endurance tests to confirm the ability of the units to carry their rated currents within the allowable
temperature limits.
N. Unless specified otherwise on the drawings, the switch shall be mounted in a
5.03
CONTROL
A. The control panel shall be opto-isolated from electrical noise and provided with the following inherent
control functions and capabilities:
1. Easy-to-view, backlit LCD display with long lasting LED indicators.
2. Control panel shall display voltage and frequency of both sources.
3. The user shall be able to view the last 16 recorded events.
4. Capability for optional external communication and network interface.
5. Adjustments to all settings shall be made from the front of the panel without opening the door.
B. The transfer switch controller shall be microprocessor based. The control panel shall perform the
operational and display functions of the transfer switch. The display functions of the control panel shall
include ATS position, source availability, sequence indication and diagnostics.
C. All programmable and control functions shall be pass code protected and accessible through the
keypad.
D. The control panel shall be provided with a simple user interface for transfer switch monitoring, control
and field changeable functions and settings.
E. Touch pad test switch with Fast Test/Load/No Load selection capability to simulate a normal source
failure.
F. The controller shall provide digital timer adjustments with 1-second resolution. Voltage and Frequency
shall be adjustable to 1% resolution to facilitate accurate transfer.
G. To ensure reliable and consistent user operation the controls must be equipped with nonvolatile
memory and allow automatic daylight savings time adjustment.
H. A single controller capable of all transfer modes, open/delayed/closed and bypass isolation, shall be
provided. Real time display of transfer status and active timers must be supplied.
5.04
SEQUENCE OF OPERATION
29
A. The ATS shall incorporate adjustable three phase under/over voltage and frequency sensing on the
normal source.
B. When the voltage of any phase of the normal source is reduced to 80% or exceeds 110% of nominal
voltage, or frequency is displaced 2Hz from nominal, for a period of 0-10 seconds (programmable), a pilot
contact shall close to initiate starting of the engine generator.
C. The ATS shall incorporate adjustable three phase under/over voltage and frequency sensing on the
emergency source.
D. When the emergency source has reached a voltage value of +/- 10% of nominal and achieved
frequency within +/- 5% of the rated value, and upon completion of an adjustable 0 to 5 minute time
delay on transfer to emergency (factory set at 1 second), the load shall be transferred to a center-off
(neutral) position for an adjustable period of 0 to 10 minutes (factory set at 5 seconds) to allow decay of
motor or other inductive loads. Upon completion of this 'center-off' time delay, the ATS shall complete
its transfer to the emergency source.
E. When the normal source has been restored to not less than 90% and not more than 105% of nominal
voltage on all phases, and after an adjustable time delay on retransfer, the load shall be transferred to a
center-off (neutral) position for an adjustable period of 0 to 10 minutes (set at 5 seconds). Upon
completion of this center-off delay, the load shall be reconnected to the normal source and the
generator shall run unloaded for 5 minutes (programmable) and then automatically shut down. The
generator shall be ready for automatic operation upon the next failure of the normal source.
F. If the engine generator should fail while carrying the load, retransfer to the normal source shall be made
instantaneously upon restoration of proper voltage (90%) on the normal source.
5.05
ATS FEATURES
In addition to the operational elements required to satisfy the sequence of operation and other functions
specified herein, the following ATS features shall be provided:
A. Adjustable time delay to override momentary normal source failure prior to engine start. Field
programmable 0-10 seconds factory set at 3 seconds.
B. Adjustable time delay on retransfer to normal source, programmable 0-60 minutes factory set at 30
minutes. If the emergency source fails during the retransfer time delay, the transfer switch controls shall
automatically bypass the time delay and immediately retransfer to the normal position.
C. A time delay on transfer to emergency, programmable 0-5 minutes, factory set at 1 second.
D. An adjustable time delay shall be provided on transfer to either source to allow the ATS to dwell in a
center-off position. This time delay must be adjustable through a range of 0 to 10 minutes and be
factory set at 5 seconds.
E. An exerciser timer with momentary test pushbutton shall be incorporated within the microprocessor and
shall be capable of starting the engine generator set and transferring the load (when selected) for
exercise purposes on a daily, weekly or monthly basis. The exerciser shall contain a battery for memory
retention during an outage.
30
F. Provide a momentary pushbutton to bypass the time delays on transfer and retransfer and
programmable commit/no commit control logic.
G. A set of customer contacts shall be provided to indicate both emergency and normal source position.
H. An adjustable over/under frequency and voltage sensor for both emergency and normal sources.
I.
Visual indication of switch position and source acceptability shall be provided for both emergency and
normal sources.
J. An engine start contact with an adjustable cool down timer.
K. A three phase Voltage Imbalance Monitor shall detect an imbalance and initiate a transfer to the
alternate source. Adjustable 5-20% of nominal with a time delay of 10-30 seconds for nuisance
conditions.
L. The following optional Exerciser Package shall be included:
1. Additional Auxiliary Contact (A3) - Closed when the transfer switch is in Source 2 position.
2. Additional Auxiliary Contact (A4) - Closed when the transfer switch is in Source 1 position.
3. Programmable Clock Exerciser (CDP) – This will replace the timer exerciser and allow for a 365
day cycle.
4. Peak Shave/Remote Test (Q2) - The controller shall accept a remote peak shave or test input to
signal the transfer switch to the emergency position.
5. Phase Rotation Sensing (R16) – Rotation shall be monitored on both sources.
M. The following additional accessories shall be included:
1. Heater and Thermostat (HT)
2. Elevator pre-signal (T3/W3) – Contact Opens 0-60 seconds prior to transfer in either direction, recloses after transfer.
3. Universal Motor Load Disconnect (UMD) - Auxiliary contacts opens 0 – 5 minutes prior to transfer in
either direction, re-closes after transfer. Can be configured for pre-transfer, post transfer or both.
4. Sequential Universal Motor Load Disconnect (A62) – Multiple auxiliary contacts open prior to
transfer in either direction, re-closes after transfer. Can be configured for pre-transfer, post transfer
or both.
5. Test Switch (6A) - Maintained
6. Additional Auxiliary Contacts (A3) - Closed when the transfer switch is in Source 2 position.
7. Additional Auxiliary Contacts (A4) - Closed when the transfer switch is in Source 1 position.
8. Protective Cover (OCVR) – Lockable see-through microprocessor and meters cover for NEMA 3R
or 12.
31
9. Inhibit transfer (Q3) – Provides additional relay (specify voltage) to inhibit transfer to Emergency.
10. Inhibit transfer (Q7) – Provides additional relay (specify voltage) to inhibit transfer to Normal.
11. Load Shed (R15) – Provisions to transfer source 2 or Emergency to normal or neutral (delayed
switches only) position. Specify voltage.
12. Engine Mode Switch (SW1) – Three-position engine selector switch (auto/test/off).
13. Automatic or Manual Selector (S5) – Provide ability to manually transfer to Normal source.
PART 6 - EXECUTION
6.01
FACTORY TESTS
A. The transfer switch manufacturer shall perform a complete functional test on the switch, controller and
accessories prior to shipping from the factory.
6.02
SERVICE
A. The supplier of the ATS shall be the same as that of the engine generator set and shall maintain a
national service organization that is factory trained and certified for transfer switch equipment. In
addition, the genset dealer organization shall be available 24 hours per day, 365 days per year. See
Specification 263213.
6.03
WARRANTY
A. The automatic transfer switch shall be warranted against defective workmanship for a period of two
years, including both parts and labor. The warranty shall be the same as the Emergency Power Supply
System described in Specification 26213.
6.04
INSTALLATION
A. The ATS will be installed by the General Contractor after delivery. See Specification 26213.
6.05
TEST, DEMONSTRATION AND TRAINING
A. Provide factory assembled switches, completely tested before shipping.
B. Provide the services of a factory authorized representative to test and demonstrate operation. Train
University's personnel on operation, settings and maintenance of the EPSS including the ATS. Submit
proposed ATS settings to Engineer for approval. After approval implement the settings and document
all setting and submit to University's Representative. See Section 26 3213, Standby Emergency Power
Supply System, for further requirements.
6.06
SEISMIC MOUNTING
A. Provide Special Seismic Certificate for ATS per CBC 1708A (Ip=1.5) for actual site conditions. EPSS
Contractor shall submit structural calculations and details prepared and signed by the Contractor's
licensed engineer which include all resultant forces applied to the ATS per CBC 1708A for Ip=1.5 for
specific site conditions. The shop drawing details shall include a plan and elevation drawing which
specifies the necessary anchorage of the purchased ATS to the concrete slab foundation. The plan
32
view shall show the ATS anchorage points, anchorage fastners and embedment requirements and all
other necessary specifications.
END OF SECTION
33
3.0
Price Sheet
Please quote your price to provide all equipment, materials, fuel, transportation and services necessary to
deliver, F.O.B Destination, the Generator and Automatic Transfer Switch, as specified, to the University of
California, California, Design and Construction Management Department, Davis, CA 95616, in new condition,
complete and ready for operation. The successful BIDDER must assume all costs, responsibilities, and risk of
loss incident to delivery.
Unit Price
Total
1
Generator
$
$
2
Automatic Transfer Switch
$
$
SALES TAX ON MATERIALS (7.25%)
TOTAL DELIVERED PRICE
PAYMENT TERM
Generally, the University will pay invoices, net 30 Days upon Final Acceptance.
Quote your payment term: __________________
NO PAYMENT WILL BE MADE IN ADVANCE OF WORK PERFORMED, OR PRODUCT DELIVERY,
DELIVERY
Please state delivery time ARO (after receipt of order): ________________
If bidder quotes a delivery period that is considered unreasonable by the University then bid will be rejected.
WARRANTY
See specifications above.
34
4.0 GENERAL INFORMATION/TERMS AND CONDITIONS
4.1
ISSUING OFFICE
This RFQ is issued by the UNIVERSITY of California, Davis, Purchasing Department.
4.2
PURPOSE
This RFQ provides prospective BIDDERS with sufficient information to enable them to prepare and submit a
quotation.
In this RFQ, the term "UNIVERSITY" or "UC Davis" shall be understood to mean "UNIVERSITY of California,
Davis". The term "BIDDER", “Vendor and/or “Contractor”, as used herein, shall be understood to mean the
individual, company, corporation or firm whose product is selected for purchase after successfully bidding in
response to this RFQ. Until a purchase is recommended and approved, the term shall be understood to mean
the individual, company, corporation or firm formally submitting a response to this RFQ. The term "response,"
as used herein, shall be understood to mean a written offer to provide goods and/or services in accordance
with the general conditions, instructions and specifications stated herein with exceptions clearly stated.
4.3
SCOPE
This RFQ contains the instructions governing the quotations to be submitted and the material to be included
therein. Mandatory requirements within must be met to be eligible for consideration.
PROJECTED SCHEDULE OF ACTIVITIES



RFQ mailed to prospective BIDDERS: October 25, 2012.
RFQ response submission deadline: November 08, 2012, 3:00 p.m. PST.
Evaluations completed and purchase recommendation made November 14, 2012 (estimated.)
INVITATION TO BID/RESPOND AND RESPONSIBILITIES OF BIDDERS
The UNIVERSITY is hereby contacting prospective BIDDERS who have an interest or are known to do
business relevant to this RFQ. All interested individuals/firms who were not contacted are invited to submit a
quotation in accordance with the policies, procedures and dates as set forth herein. In the event of "no bid,"
please sign bid, indicating, "no bid" and return.
4.4
INQUIRIES
Prospective BIDDERS may make written inquiries by e-mail concerning this RFQ to obtain clarification of
requirements. Inquiries must be directed to the UC Davis Purchasing department as indicated below.
Inquiries must be directed (via e-mail) to:
Alex Martin
Buyer Supervisor
University of California, Davis
Materiel Management
Purchasing Department
E-mail: aamartin@ucdavis.edu
35
4.5
ADDENDUM OR SUPPLEMENT TO RFQ
The UNIVERSITY may modify the RFQ prior to the date set for its receipt of quotation, by issuance of
amendments, sent by facsimile, overnight courier or certified mail with return receipt requested to all vendors
who receive a copy of this RFQ from the UNIVERSITY. Amendments will be clearly marked as such. Each
amendment will be numbered consecutively and will become part of this RFQ.
Any vendor who fails to receive such amendments shall not be relieved of any obligation under this quotation
as submitted.
No oral or written statements made by UNIVERSITY personnel shall be considered an amendment to this RFQ
unless the statements are contained in a written document identified as a written amendment to this RFQ.
4.6
QUOTATION SUBMISSION/REQUIRED SUBMITTALS
The BIDDER shall include a complete project management plan including deliverables, implementation
approach, and testing/validation procedure. .
The BIDDER is required to submit one signed paper original (original in paper and CD version, signature
on CD not necessary) and one (1 copy, in paper and CD version) of the full response to this RFQ. The
“official copy” containing the required original signatures shall be identified by a sealed envelope marked and
addressed as required. The remaining copies may be boxed for convenience. Each copy must include a
complete request for quotation and any other required information for UNIVERSITY evaluation.

The quotation package must be received on or before November 08, 2012, 3:00 p.m. PST, at the
address given below:
Express Package (Physical) Address:
Alex Martin
Buyer Supervisor
University of California, Davis
Materiel Management
Purchasing Department
3215 Apiary Way
Davis, CA 95616-5270
RFQ #: 01-P02599333AM
Mailing address:
Alex Martin
Buyer Supervisor
University of California, Davis
Materiel Management
Purchasing Department
One Shields Ave
Davis, CA 95616-5270
RFQ #: 01-P02599333AM
36
Quotations received after the RFQ closing date and time indicated shall stand rejected unless the delay is due
to negligence of the UNIVERSITY. It is the BIDDER’S sole responsibility to assure that its quotation is received
on or before the RFQ closing date.
A BIDDER may withdraw its quotation any time prior to the fixed deadline for receipt of quotations (closing
date), by submitting to the UNIVERSITY contact, Alex Martin, a written notification of its withdrawal, signed by
the vendor or its authorized agent. The vendor may thereafter submit a new or modified quotation prior to such
date and time set for receipt of quotation.
The UNIVERSITY reserves the right to reject any and all quotations and to waive informalities and minor
irregularities in quotations received and to accept any portion of a quotation or all items bid if deemed in the
best interest of the UNIVERSITY to do so.
Any restrictions on the use of data contained within a quotation must be clearly stated in the quotation itself
and the indication of enclosed proprietary information clearly marked on the outside of the sealed quotation
package. Proprietary information submitted in response to this Request for Quotation will be handled in
accordance with applicable State of California procurement regulations.
4.7
NEWS RELEASES
BIDDERS may not distribute any announcement or news release regarding this project without written
approval by the UNIVERSITY of California, Davis. Any materials to be provided to regulatory agencies, other
entities, or to the public shall be submitted to the UNIVERSITY for review and distribution unless otherwise
directed by a UNIVERSITY technical representative.
No form of the UNIVERSITY’S name shall be used in promotional materials, signs, announcements or other
forms of communication or advertising originated by vendor unless the UNIVERSITY’S express written
permission for such use has been obtained in advance.
4.8
RESPONSE MATERIAL OWNERSHIP
All material submitted regarding this RFQ becomes the property of the UNIVERSITY and will only be returned
to the BIDDER at the UNIVERSITY’S option.
4.9
INCURRING COSTS
The UNIVERSITY is not liable for any cost incurred by BIDDERS prior to issuance of an agreement, contract
or purchase order.
4.10
ACCEPTANCE OF QUOTATION CONTENT
The contents of the quotation of the successful BIDDER will become contractual obligations of the BIDDER if
the UNIVERSITY takes acquisition action in reliance thereon. Failure of the successful BIDDER to accept
these obligations in a purchase agreement, purchase order, delivery order or similar acquisition contract may
result in cancellation of the award and such BIDDER may be removed from future solicitations. The
UNIVERSITY may, at its option, enter into negotiations with the successful BIDDER, but neither party shall
have any contractual obligations unless or until a written contract is signed by both parties or the UNIVERSITY
takes acquisition action in reliance upon the BIDDER’S response. Under these conditions, the UNIVERSITY
reserves the right to enter into negotiations with the next ranking BIDDER on the same terms and conditions
as set forth herein. The UNIVERSITY reserves the right to reject all quotations received in response to this
request for any reason or for no reason.
37
4.11
OFFER/ACCEPTANCE PERIOD
The UNIVERSITY intends to make a bid selection for contract negotiation within the period indicated in the
Schedule of Activities. Quotations in the possession of the UNIVERSITY at the closing time for receipt of
quotations are considered final and will be held as an irrevocable offer for one hundred eighty (180) days from
that date.
4.12
ADDITIONAL DATA
The BIDDER must submit any additional information or data not requested in this RFQ which the BIDDER
believes it must be considered in the evaluation of a response.
4.13
BASIS OF AWARD
Quotations meeting pre-qualification criteria listed above will be evaluated and award shall be made to the
BIDDER quoting the overall lowest cost, excluding any options not required to meet minimum specifications,
provided such Bidder is responsible and meets all the specifications and other minimum requirements set forth
in this bid document. The University reserves the right to award individual items separately to multiple
BIDDERS if in the University's best interest. The University may choose to add various optional features to
the final contract depending upon budget allowances, but any optional features which are not required to meet
the University’s minimum specifications, will not be considered in determining the bidders “final cost” as
pertains to determining the overall lowest bid.
Responses that are incomplete in that there has been a failure to respond to all of the requested areas and
BIDDERS not meeting prequalification standards will be rejected. The UNIVERSITY reserves the right to set
the criteria for and make the determination independently in each case.
The University reserves the right to award individual items separately to multiple vendors if in the University's
best interest.
The UNIVERSITY reserves the right to accept, reject or waive any irregularities in any bid quotation. The
UNIVERSITY reserves the right to recommend the purchase of a BIDDER’S product after reviewing,
evaluating and comparing all bid quotations and negotiating an agreement pursuant to the evaluation criteria
indicated in this RFQ.
If funds are not available to the UNIVERSITY, this award will either be postponed or cancelled.
The UNIVERSITY reserves the right to select partial solutions from the BIDDER’S offering.
4.14
BIDDER SELECTION
The selection of a successful BIDDER through this RFQ is not intended to be exclusionary. The UNIVERSITY
has made every reasonable attempt to ensure that all BIDDERS capable of supplying that which is listed in this
RFQ have received a copy of the RFQ. However, if any BIDDER feels they have been overlooked, they must
contact the Purchasing Department, University of California at Davis, to receive a copy of the RFQ.
38
4.15
F.O.B. POINT
All prices bid shall be F.O.B. Destination, University of California, Davis, California; freight prepaid, and shall
include performance to the satisfaction of the specifications listed in this quotation and to the satisfaction of the
evaluation committee.
4.16
SPECIFICATION REQUIREMENT
All quotations must meet or exceed the specifications provided herein. Evaluation of the extent to which
quotations meet specifications will be performed SOLELY and determined SOLELY by the University of
California, Davis, in concurrence with the University of California, Davis, Purchasing Department.
4.17
FORMAT OF RFQ RESPONSE
Quotations must be submitted in the same format as the RFQ, inclusive of all sections and appendices.
BIDDERS are required to identify each section of the RFQ and respond accordingly. The quotation shall be
prepared in a straightforward and concise manner, identifying clearly and succinctly any and all deviations and
enhancements. Emphasis should be placed on the conformance to the RFQ instructions, responsiveness to
the RFQ requirements and completeness and clarity of content. The Quotation should include a Table of
Contents that gives page numbers and should be in sufficient detail to facilitate easy reference to all requested
information.
The Quotation shall be signed by an individual who is authorized to bind the vendor contractually and shall
show the name of the company and the RFQ identification number 01-P02599333AM. The signature should be
presented at the beginning of the quotation. The name and title of the individual signing the form should be
typed immediately below the signature. An unsigned quotation shall be rejected.
4.18
RFQ DISTRIBUTION
The UNIVERSITY is the agency authorized to distribute Quotations. Distribution of Quotations to parties other
than those specifically designated by the UNIVERSITY is not authorized. Failure to observe this guideline may
result in vendor disqualification.
4.19
DISCLOSURE OF INFORMATION
All information and material submitted to the UNIVERSITY in response to this RFQ may be reproduced by the
UNIVERSITY for the purpose of providing copies to authorized UNIVERSITY personnel involved in the
evaluation of the quotations but shall be exempt from public inspection under the California Public Records Act
until such time as an Agreement is executed. Once an Agreement is executed, the California Public Records
Acts limits the UNIVERSITY’S ability to withhold data or trade secrets, as defined by statute. If a vendor’s
quotations contain any such trade secrets that the vendor does not want disclosed to the public, subsequent to
the execution of the agreement, each sheet of such information must be marked by the vendor as a “trade
secret.” If, after the agreement is executed, a third party requests a copy of any vendor’s quotation and such
documents contain material marked “trade secret,” the UNIVERSITY shall withhold that information if it meets
the statutory definition of trade secret and the vendor agrees to defend, indemnify and hold harmless the
UNIVERSITY in any subsequent legal action based on its withholding.
This UNIVERSITY shall have the right to use and disclose information marked as a “trade secret” under the
following conditions:
1.
Such information was already in possession of the UNIVERSITY.
39
2.
Such information has entered the public domain other than by the UNIVERSITY’S breach of any
agreement to keep if confidential.
3.
Such information is obtained lawfully from a third party.
4.
Such information has been provided to a third party without confidentiality obligations.
4.20
FINAL ACCEPTANCE
The BIDDER may be required to submit written progress reports, at the time of invoicing, indicating items
completed, items not completed, and any anticipated issues that have surfaced. Failure to provide these
progress reports will delay payment of invoices. The BIDDER shall include in the reports recommendations
and alternate courses of action for the solution of project problems and delays.
The UNIVERSITY will agree to final acceptance on any system only after the supplied equipment, or product is
tested and found to perform within acceptable standards of operation, in compliance with all published and
implied performance specifications, and is considered by the UNIVERSITY to be ready for practical application.
Burden of proof regarding disputes as to accuracy of invoices shall fall upon the BIDDER. The UNIVERSITY
shall not unreasonably withhold relevant materials and records necessary to resolve such disputes.
4.21
LATE INTEREST CHARGES
Payments for UNIVERSITY purchases for services for any future Agreement shall not be subject to any late or
interest charges.
4.22
ETHICS
BIDDER shall exercise extreme care and due diligence to prevent any action or conditions which could result
in conflict with the best interest of the UNIVERSITY.
Throughout the term of any subsequent Agreement, BIDDER shall not accept any employment or engage in
any work, which creates a conflict of interest with the UNIVERSITY or in any way compromises the work to be
performed under this RFQ or subsequent Agreement. BIDDER and / or its employees shall not offer gifts,
entertainment, payment, loans, or other gratuities or consideration to UNIVERSITY employees, their families,
other BIDDERS, subcontractors, or other third (3rd) parties for the purpose of influencing such persons to act
contrary to the UNIVERSITY’S interest or for personal gain. BIDDER shall immediately notify the
UNIVERSITY of any and all such violations of this clause upon becoming aware of such violations.
4.23 PARKING
No free parking facilities shall be provided by the UNIVERSITY for BIDDER’S personnel vehicles / employees.
UNIVERSITY may require vehicles parked on UNIVERSITY property to be registered and be subject to the
fees established by the Campus. Following any Agreement award, instructions and recommendations for
parking will be provided to the BIDDER by each campus.
4.24 ENVIRONMENTAL SUSTAINABILITY
Environmental Sustainability: Seller shall strive to comply with the "University of California's Policy Guidelines
For Sustainability" both in conducting business with the University and in managing its own internal systems
and procedures. This policy can be viewed at http://www.ucop.edu/purchserv/rfp/sas/attach_d.pdf
40
Seller shall strive for all correspondence and information presented in hard copy to be printed double-sided on
30% or higher Post-Consumer Waste (PCW) recycled paper.
Seller shall strive to utilize environmentally responsible packaging and recycling practices that include, but are
not limited to:
* Products that are packed and shipped are to have packing and packaging which is environmentally
sensitive.
* Stuffing (e.g., "paper filler", etc.) is to be biodegradable.
* INSTAPAK should not be used.
* Wrapping, boxing and crating are to be minimized.
* Recycled content and biodegradable materials are to be utilized.
* Large shipments (pallets/skids, etc.) are to be shrink-wrapped.
* Pallets need to be of standard size with 4-way entry and should be reusable
Seller shall strive to work with Original Equipment Manufacturers (OEM's), suppliers, etc. so that direct ship
and pass through shipments are packaged with the same consideration. Product shall be protected in such a
way to avoid any shipping and handling damage while in-transit. Seller shall strive to minimize the adverse
effects of packaging on the environment.
Seller shall strive to provide applicable environmentally preferable options which may include:
* Products with Energy Star, EPA, Forest Stewardship Council (FSC), Green Seal, Greenguard,
EPEAT or equivalent certification standards with supporting documentation.
* Reusable, refurbished or remanufactured options where feasible.
* Minimal cadmium, lead, mercury and VOC product content options.
* Products with recycled content
* CFC free products.
4.25
ADDITIONAL TERMS AND CONDITIONS
Appendices: The UNIVERSITY of California standard purchase order terms and conditions Appendix A, as
attached, applies to any resulting contract.
Prevailing Wage: If applicable, vendor shall pay to each employee a salary for work on this contract not less
than the general prevailing wage rate in effect in the locality in which the work is done.
Project Timelines: The BIDDER shall complete all work specified herein, and follow a negotiated Project Time
schedule, including the submission of documentation. Failure to complete the mutually negotiated milestones
and documentation on time will result in default by the BIDDER.
Insurance: To facilitate timely award of this order, insurance requirements as outlined in the attached,
Appendix A must accompany your quote or be in force and on file in the UNIVERSITY Purchasing Department
as a result of a previous order. All of the required policies shall name the Regents of the UNIVERSITY of
California as an additional insured, shall be in a form as issued by an insurer approved by the UNIVERSITY,
and shall contain an endorsement requiring not less than thirty days written notice to the UNIVERSITY prior to
any cancellation or modification thereof. Thereafter, a certificate evidencing the renewal of each such policy
shall be furnished the UNIVERSITY at least ten days prior to the expiration of the term of policy. Failure to
comply with this requirement may result in cancellation of any order resulting from this request for quotation.
Termination: The UNIVERSITY retains the right to cancel any resulting order at any time, for convenience,
without penalty to the UNIVERSITY.
41
Assignment: This agreement shall not be assigned by either party without the prior written consent of the other
party.
Funding: The award of this RFQ is contingent upon funding availability.
Advance Payment: No payment will be made in advance of product delivery or work performed.
Audit: Any order resulting from this Request for Quotation shall be subject to the examination and audit of the
Auditor General of the State of California for a period of three years after final payment under this order. The
examination and audit shall be confined to those matters connected with the performance of the contract,
including, but not limited to the cost of administering the contract.
Independent Contractor: It is understood and agreed by the UNIVERSITY and BIDDER that in the
performance of this agreement, the BIDDER shall be and act as an independent contractor and not as the
agent or employee of the UNIVERSITY. It is expressly understood and agreed that this agreement is not
intended and shall not be construed to create the relationship of agent, servant, employee, partnership, joint
venture or association between the UNIVERSITY and the BIDDER. The BIDDER is not an employee of the
UNIVERSITY and is not entitled to the benefits provided by the UNIVERSITY to its employees, including, but
not limited to, group insurance, pension plans, workers’ compensation or unemployment insurance.
The BIDDER shall be solely responsible for the conduct and control of the work to be performed by the
BIDDER under this Agreement. The BIDDER’S services for the UNIVERSITY shall be performed in
accordance with currently approved methods and ethical standards applicable to the BIDDER’S professional
capacity.
Subcontracting: BIDDER (Contractor) has prime contract responsibility; subcontractors may be used, but the
prime Contractor must accept full responsibility for subcontractors' performance. All subcontractors and the
type of contractual arrangement must be identified by the Contractor. The prime Contractor shall be
responsible for meeting all terms and conditions of this agreement. In addition, the prime Contractor shall
insure all subcontractors obtain, keep in force, and maintain insurance coverage as specified by the University
for all work performed under this order. The University reserves the right to approve/disapprove all
subcontractors.
In the event that University determines that an employee of BIDDER or a subcontractor hired by BIDDER is
unqualified, unruly, or in any way in endangering the project, BIDDER shall remove employee/subcontractor at
the request of the University. This provision shall apply to all BIDDER personnel. BIDDER shall pay to each
employee and subcontractor a salary for work on this contract not less than the general prevailing wage rate in
effect in the locality in which the work is done.
Record Retention: Contractor, and any subcontractors performing work hereunder, shall maintain accounts,
records, documents and other evidence ("Records") detailing all elements of their quotation costs and
supporting all charges made by them under any contract resulting from this request for quotation. These
records shall be retained by Contractor and subcontractor for a period of three (3) years from the date of the
expiration of any resulting contract. The system of accounts employed by the Contractor and the
subcontractors hereunder shall be satisfactory to the University, shall be in accordance with generally
accepted accounting principles consistently applied, and shall be subject to inspection and audit by University
and any of its duly authorized representatives at all reasonable times and places.
Expenses: BIDDERS shall furnish all personnel, travel, accommodations, facilities, equipment and other
supplies and material which may be required to perform the work outlined within this agreement, with the
42
exception of items specified in the RFQ. BIDDERS are required to provide qualified personnel and maintain
the skill and experience levels of personnel throughout the contract. It is expected that the personnel specified
in the quotation will perform the task for which they are proposed. In the event that the BIDDER’S personnel
vacancies occur, the BIDDER must provide replacement personnel with skills and experience equivalent to
those specified in the BIDDER’S Quotation. The BIDDER must notify the UNIVERSITY and Planning and
Budget Office of personnel vacancies and provide resumes of replacement staff as support for the BIDDER’S
compliance with this provision.
Force Majeure: In the event any party is unable to meet its obligation hereunder as a result of an act of God or
of the public enemy, war, insurrection, fires, floods, epidemics, quarantine restrictions, strike, lockouts, other
labor disputes or any other causes beyond the control of the party affected, its obligation hereunder shall be
excused and suspended for the duration of the same.
Taxpayer Identification Number: California Public Contract Code Section 10518 requires contractor (vendor)
who enters into a contract with the UNIVERSITY of California for $10,000 or more shall list their Taxpayer
Identification Number (Federal Employer Identification Number or Social Security Number, if applicable) on
each contract or PO. The number shall remain unchanged regardless of future name changes.
Employer Identification Number: Pursuant to the Federal Privacy Act of 1974, and the California Information
Practices Act of 1977 you are hereby notified that disclosure of your social security number and/or your
Employer Identification Number is required pursuant to Sections 6109, 6011 and 6051 of Subtitle F of the
Internal Revenue Code and pursuant to Regulation 4, Section 404, 1256, Code of Federal Regulations, under
Section 218, Title II of the Social Security Act, as amended. The social security number is used to verify your
identity. The principal uses of the number shall be to report payments and income taxes withheld to Federal
and State governments.
Exclusion: Vendor/Contractor warrants that it is not excluded from participation in any governmental
sponsored program, including, without limitation, the Medicare, Medicaid, or Campus programs
(http://exclusions.oig.hhs.gov/search.html ) and the Federal Procurement and Non-procurement Programs
(http://epls.arnet.gov/PrivacyActProvisionsEPLS.html ). This purchase order shall be subject to immediate
termination in the event that Vendor/Contractor is excluded from participation in any federal healthcare or
procurement program.
1.01
Examination of records: The University, the Federal Sponsoring Agency, the Controller General of the United
States, or any of their duly authorized representatives, shall have access to any books, documents, papers, or
records of the seller which are directly pertinent to any order resulting from this request for quotation for the
purpose of making audits, examinations, excerpts, and transcriptions.
Rebates: Successful BIDDER shall provide all applicable rebates, credits, incentives earned, used, or on
account. Checks shall be made payable to "The Regents of the University of California" and mailed to the
University of California, Davis, One Shields Avenue, Cashier's Office, Davis, California, 95616. BIDDER shall
make reference to department name and purchase order number on all checks. Periodic Statement
Requirement: Successful BIDDER shall send periodic statements listing all rebates, credits, or incentives
earned, used or on account for the University of California, Davis. Statements shall include department name
and purchase order number, etc... Statements should be mailed to the University of California, Davis, One
Shields Avenue, Purchasing Department, Davis, California 95616-8690, Attention: Director, Materiel
Management.
43
4.26
CERTIFICATION
I certify that I am authorized to sign on behalf of the organization I represent for this offer, and agree to all
terms and conditions described herein.
_______________
Date
____________________________________________
Authorized Signature
_________________________________________________________________
Company Name
_________________________________________________________________
Address
_________________________________________________________________
City/State/Zip Code
_________________________________________________________________
Print Name of Signatory
__________________________________\______________________________
Telephone Number with Area Code
\
Fax Number with Area Code
_________________________________________________________________
Email Address
_________________________________________________________________
Web page Address
44
Appendix A
University of California
Terms and Conditions of Purchase
ARTICLE 1 - The materials, supplies or services covered by this order shall be furnished by Seller subject to all the terms and conditions set forth in this order including the
following, which Seller, in accepting this order, agrees to be bound by and to comply with in all particulars and no other terms or conditions shall be binding upon the parties
unless hereafter accepted by them in writing. Written acceptance or shipment of all or any portion of the materials or supplies, or the performance of all or any portion of the
services, covered by this order shall constitute unqualified acceptance of all its terms and conditions. The terms of any quotation referred to in this order are included and made a
part of the order only to the extent it specifies the materials, supplies, or services ordered, the price therefore, and the delivery thereof, and then only to the extent that such terms
are consistent with the terms and conditions of this order.
ARTICLE 2 - INSPECTION. The services, materials and supplies furnished shall be exactly as specified in this order free from all defects in Seller's performance, design,
workmanship and materials, and, except as otherwise provided in this order, shall be subject to inspection and test by University at all times and places. If, prior to final
acceptance, any services and any materials and supplies furnished therewith are found to be incomplete, or not as specified, University may reject them, require Seller to correct
them without charge, or require delivery of such materials, supplies, or services at a reduction in price which is equitable under the circumstances. If Seller is unable or refuses to
correct such items within a time deemed reasonable by University, University may terminate the order in whole or in part. Seller shall bear all risks as to rejected services and, in
addition to any costs for which Seller may become liable to University under other provisions of this order, shall reimburse University for all transportation costs, other related
costs incurred, or payments to Seller in accordance with the terms of this order for unaccepted services and materials and supplies incidental thereto. Notwithstanding final
acceptance and payment, Seller shall be liable for latent defects, fraud or such gross mistakes as amount to fraud.
ARTICLE 3 - CHANGES. University may make changes within the general scope of this order in drawings and specifications for specially manufactured supplies, place of
delivery, method of shipment or packing of the order by giving notice to Seller and subsequently confirming such changes in writing. If such changes affect the cost of or the time
required for performance of this order, an equitable adjustment in the price or delivery or both shall be made. No change by Seller shall be allowed without written approval of
University. Any claim of Seller for an adjustment under this Article must be made in writing within thirty (30) days from the date of receipt by Seller of notification of such
change unless University waives this condition in writing. Nothing in this Article shall excuse Seller from proceeding with performance of the order as changed hereunder.
ARTICLE 4 - TERMINATION
A. University may, by written notice stating the extent and effective date, cancel and/or terminate this order for convenience in whole or in part, at any time. University shall pay
Seller as full compensation for performance until such termination:
(1) the unit or pro rata order price for the performed and accepted portion; and
(2) a reasonable amount, not otherwise recoverable from other sources by Seller as approved by University, with respect to the unperformed or unaccepted portion of this order,
provided compensation hereunder shall in no event exceed the total order price.
B. University may by written notice terminate this order for Seller's default, in whole or in part, at any time, if Seller refuses or fails to comply with the provisions of this order, or
so fails to make progress as to endanger performance and does not cure such failure within a reasonable period of time, or fails to perform the services within the time specified or
any written extension thereof. In such event, University may purchase or otherwise secure services and, except as otherwise provided herein, Seller shall be liable to University for
any excess costs occasioned University thereby. If, after notice of termination for default, University determines that the Seller was not in default or that the failure to perform this
order was due to causes beyond the control and without the fault or negligence of Seller (including, but not restricted to, acts of God or of the public enemy, acts of University, acts
of Government, fires, floods, epidemics, quarantine restrictions, strikes, freight embargoes, unusually severe weather, and delays of a subcontractor or supplier due to such causes
and without the fault or negligence of the subcontractor or supplier), termination shall be deemed for the convenience of University, unless University shall determine that the
services covered by this order were obtainable by Seller from other sources in sufficient time to meet the required performance schedule.
C. If University determines that Seller has been delayed in the work due to causes beyond the control and without the fault or negligence of Seller, University may extend the time
for completion of the work called for by this order, when promptly applied for in writing by Seller; any extension granted shall be effective only if given in writing. If such delay
is due to failure of University, not caused or contributed to by Seller, to perform services or deliver property in accordance with the terms of the order, the time and price of the
order shall be subject to change under the Changes Article. Sole remedy of Seller in event of delay by failure of University to perform shall, however, be limited to any money
actually and necessarily expended in the work during the period of delay, solely by reason of the delay. No allowance will be made for anticipated profits.
D. The rights and remedies of University provided in this Article shall not be exclusive and are in addition to any other rights and remedies provided by law or under this order.
E. As used in this Article, the word "Seller" includes Seller and its subsuppliers at any tier.
ARTICLE 5 - LIABILITY FOR UNIVERSITY - FURNISHED PROPERTY. Seller assumes complete liability for any tooling, articles or material furnished by University to
Seller in connection with this order and Seller agrees to pay for all such tooling, articles or material damaged or spoiled by it or not otherwise accounted for to University's
satisfaction. The furnishing to Seller of any tooling, articles, or material in connection with this order shall not, unless otherwise expressly provided, be construed to vest title
thereto in Seller.
ARTICLE 6 - TITLE. Title to the material and supplies purchased hereunder shall pass directly from Seller to University at the f.o.b. point shown, or as otherwise specified in this
order, subject to the right of University to reject upon inspection.
ARTICLE 7 - PAYMENT, EXTRA CHARGES, DRAFTS. Seller shall be paid, upon submission of acceptable invoices, for materials and supplies delivered and accepted or
services rendered and accepted. University will not pay cartage, shipping, packaging or boxing expenses, unless specified in this order. Drafts will not be honored. Invoices must
be accompanied by shipping documents or photocopies of such, if transportation is payable and charged as a separate item.
ARTICLE 8 - CHARACTER OF SERVICES. Seller, as an independent contractor, shall furnish all equipment, personnel and material sufficient to provide the services
expeditiously and efficiently during as many hours per shift and shifts per week and at such locations as the University may so require and designate.
ARTICLE 9 - FORCED, CONVICT, AND INDENTURED LABOR
A. By accepting this order, Seller hereby certifies that no foreign-made equipment, materials, or supplies furnished to the University pursuant to this order will be produced in
whole or in part by forced labor, convict labor, or indentured labor under penal sanction.
B. Any Seller contracting with the University who knew or should have known that the foreign-made equipment, materials, or supplies furnished to the University were produced
in whole or in part by forced labor, convict labor, or indentured labor under penal sanction, when entering into a contract pursuant to the above, may have any or all of the
following sanctions imposed:
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(1.) The contract under which the prohibited equipment, materials, or supplies were provided may be voided at the option of the University.
(2.) Seller may be removed from consideration for University contracts for a period not to exceed 360 days.
ARTICLE 10 - INDEMNITY.
A. General. Seller shall defend, indemnify, and hold harmless University, its officers, employees, and agents, from and against all losses, expenses (including attorneys' fees),
damages, and liabilities of any kind resulting from or arising out of this agreement and/or Seller's performance hereunder, provided such losses, expenses, damages and liabilities
are due or claimed to be due to the negligent or willful acts or omissions of Seller, its officers, employees, agents, subcontractors, or anyone directly or indirectly employed by
them, or any person or persons under Seller's direction and control.
B. Proprietary Rights. Seller shall indemnify, defend, and hold harmless University, its officers, agents, and employees against all losses, damages, liabilities, costs, and expenses
(including but not limited to attorneys' fees) resulting from any judgment or proceeding in which it is determined, or any settlement agreement arising out of the allegation, that
Seller's furnishing or supplying University with parts, goods, components, programs, practices, or methods under this order or University's use of such parts, goods, components,
programs, practices, or methods supplied by Seller under this order constitutes an infringement of any patent, copyright, trademark, trade name, trade secret, or other proprietary or
contractual right of any third party. The foregoing shall not apply unless University has informed Seller as soon as practicable of the suit or action alleging such infringement.
Seller shall not settle such suit or action without the consent of University. University retains the right to participate in the defense against any such suit or action.
C. Products. Seller shall fully indemnify, defend, and hold harmless University from and against any and all claim, action, and liability, for injury, death, and property damage,
arising out of the dispensing or use of any of Seller's product provided under authorized University orders. In addition to the liability imposed by law on the Seller for damage or
injury (including death) to persons or property by reason of the negligence, willful acts or omissions, or strict liability of the Seller or his agents, which liability is not impaired or
otherwise affected hereby, the Seller hereby assumes liability for and agrees to save University harmless and indemnify it from every expense, liability or payment by reason of
any damage or injury (including death) to persons or property suffered or claimed to have been suffered through any act or omission of the Seller.
The University agrees to provide Seller with prompt notice of any such claims and to permit Seller to defend any claim or suit, and that it will cooperate fully in such defense.
ARTICLE 11 - DECLARED VALUATION OF SHIPMENTS. Except as otherwise provided on the face of this order, all shipments by Seller under this order for University's
account shall be made at the maximum declared value applicable to the lowest transportation rate or classification and the bill of lading shall so note.
ARTICLE 12 - WARRANTY. Seller agrees that the supplies or services furnished under this order shall be covered by the most favorable commercial warranties the Seller gives
to any customer for the same or substantially similar supplies or services, or such other more favorable warranties as specified in this order. The rights and remedies so provided
are in addition to and do not limit any rights afforded to University by any other article of this order. Such warranties will be effective notwithstanding prior inspection and/or
acceptance of the services or supplies by the University.
ARTICLE 13 - ASSIGNMENT AND SUBCONTRACTING. This order is assignable by University. Except as to any payment due hereunder, this order may not be assigned or
subcontracted by Seller without written approval of University. In case such consent is given, it shall not relieve Seller from any of the obligations of this Agreement and any
transferee or subcontractor shall be considered the agent of Seller and, as between the parties hereto, Seller shall be and remain liable as if no such transfer or subcontracting had
been made.
ARTICLE 14 - EQUAL OPPORTUNITY AFFIRMATIVE ACTION. Seller shall not maintain or provide racially segregated facilities for employees at any establishment under
its control. Seller agrees to adhere to the requirements set forth in Executive Orders 11246 and 11375, and with respect to activities occurring in the State of California, to the
California Fair Employment and Housing Act (Government Code section 12900 et seq.). Expressly, Seller shall not discriminate against any employee or applicant for
employment because of race, color, religion, sex, national origin, ancestry, medical condition (as defined by California Code section 12925f]), marital status, age, physical and
mental handicap in regard to any position for which the employee or applicant for employment is qualified, or because he or she is a disabled veteran or veteran of the Vietnam era.
Seller shall further specifically undertake affirmative action regarding the hiring, promotion and treatment of minority group persons, women, the handicapped, and disabled
veterans and veterans of the Vietnam era. Seller shall communicate this policy in both English and Spanish to all persons concerned within its company, with outside recruiting
services, and the minority community at large. Seller shall provide the University on request a breakdown of its labor force by groups, specifying the above characteristics within
job categories, and shall discuss with the University its policies and practices relating to its affirmative action programs.
ARTICLE 15 - The clauses contained in the following paragraphs of the Federal Acquisition Regulations are incorporated by reference. The full text is available upon request:
FAR 52.222-04 Contract Work Hours and Safety Standards Act
FAR 52.222-26 Equal Opportunity
FAR 52.223-02 Clean Air and Water (If order exceeds $100,000)
ARTICLE 16 - WORK ON UNIVERSITY OR GOVERNMENT PREMISES. If Seller's work under this order involves performance by Seller at University or United States
Government owned sites or facilities, the following provisions shall apply:
A. Liens. Seller agrees that at any time upon request of University he will submit a sworn statement setting forth the work performed or material furnished by subcontractors,
suppliers and materialmen, and the amount due and to become due to each, and that before the final payment called for hereunder, will if requested, submit to University a
complete set of vouchers showing what payments have been made for materials and labor used in connection with the work called for hereunder.
Seller shall:
(1) Indemnify and hold harmless University from all claims, demands, causes of action or suits, of whatever nature, arising out of the services, labor and materials furnished by
Seller or its subcontractors under this order, and from all laborers', materialmen's and mechanics' liens upon the real property upon which the work is located or any other property
of University;
(2) Promptly notify University in writing, of any such claims, demands, causes of action, or suits brought to its attention. Seller shall forward with such notification copies of all
pertinent papers received by Seller with respect to any such claims, demands, causes of action or suits and, at the request of University shall do all things and execute and deliver
all appropriate documents and assignments in favor of University of all Seller's rights and claims growing out of such asserted claims as will enable University to protect its interest
by litigation or otherwise. The final payment shall not be made until Seller, if required, shall deliver to University a complete release of all liens arising out of this order, or
receipts in full in lieu thereof, as University may require, and if required in either case, an affidavit that as far as it has knowledge or information, the receipts include all the labor
and materials for which a lien could be filed; but Seller may, if any subcontractor refuses to furnish a release or receipt in full, furnish a bond satisfactory to University to
indemnify it against any claim by lien or otherwise. If any lien or claim remains unsatisfied after all payments are made, Seller shall refund to University all monies that the latter
may be compelled to pay in discharging such lien or claim, including all costs and reasonable attorneys' fees.
B. Cleaning Up. Seller shall at all times keep University premises where the work is performed and adjoining premises free from accumulations of waste material or rubbish
caused by its employees or work of any of its subcontractors, and, at the completion of the work; shall remove all rubbish from and about the building and all its and its
subcontractors' tools, scaffolding, and surplus materials, and shall leave the work "broom clean" or its equivalent, unless more exactly specified. In case of dispute between Seller
and the subcontractors employed on or about the structure or structures upon which the work is to be done, as herein provided, as to responsibility for the removal of the rubbish, or
in case the same be not promptly removed as herein required, University may remove the rubbish and charge the cost to Seller.
C. Employees. Seller shall not employ on the work any unfit person or anyone not skilled in the work assigned to him or her, and shall devote only its best-qualified personnel to
work under this order. Should University deem anyone employed on the work incompetent or unfit for his or her duties and so inform Seller, Seller shall immediately remove such
person from work under this order and he or she shall not again, without written permission of University, be assigned to work under this order.
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It is understood that if employees of University shall perform any acts for the purpose of discharging the responsibility undertaken by the Seller in this Article 15, whether
requested to perform such acts by the Seller or not, such employees of the University while performing such acts shall be considered the agents and servants of the Seller subject to
the exclusive control of the Seller.
D. Safety, Health and Fire Protection. Seller shall take all reasonable precautions in the performance of the work under this order to protect the health and safety of employees and
members of the public and to minimize danger from all hazards to life and property, and shall comply with all health, safety, and fire protection regulations and requirements
(including reporting requirements) of University. In the event that Seller fails to comply with said regulations or requirements of University, University may, without prejudice to
any other legal or contractual rights of University, issue an order stopping all or any part of the work; thereafter a start order for resumption of work may be issued at the discretion
of the University. Seller shall make no claim for extension of time or for compensation or damages by reason of or in connection with such work stoppage.
The safety of all persons employed by Seller and its subcontractors on University premises, or any other person who enters upon University premises for reasons relating to this
order, shall be the sole responsibility of Seller. Seller shall at all times maintain good order among its employees and shall not employ on the work any unfit person or anyone not
skilled in the work assigned to him or her. Seller shall confine its employees and all other persons who come onto University's premises at Seller's request or for reasons relating to
this order and its equipment to that portion of University's premises where the work under this order is to be performed or to roads leading to and from such work sites, and to any
other area which University may permit Seller to use. Seller shall take all reasonable measures and precautions at all times to prevent injuries to or the death of any of its
employees or any other person who enters upon University premises. Such measures and precautions shall include, but shall not be limited to, all safeguards and warnings
necessary to protect workers and others against any conditions on Owner's premises which could be dangerous and to prevent accidents of any kind whenever work is being
performed in proximity to any moving or operating machinery, equipment or facilities, whether such machinery, equipment or facilities are the property of or are being operated
by, the Seller, its subcontractors, the University or other persons.
To the extent compliance is required, Seller shall comply with all University safety rules and regulations when on University premises.
ARTICLE 17 - INSURANCE
Seller shall defend, indemnify, and hold the University, its officers, employees, and agents harmless from and against any and all liability, loss, expense (including reasonable
attorneys' fees), or claims for injury or damages that are caused by or result from the negligent or intentional acts or omissions of Seller, its officers, agents, or employees.
Seller, at its sole cost and expense, shall insure its activities in connection with the work under this order and obtain, keep in force, and maintain insurance as follows:
A. Comprehensive or Commercial Form General Liability Insurance (contractual liability included) with limits as follows:
Each Occurrence
$ 1,000,000.00
Products/Completed Operations
Aggregate
$ 2,000,000.00
Personal and Advertising Injury
$ 1,000,000.00
General Aggregate (Not applicable
to the Comprehensive Form)
$ 2,000,000.00
If the above insurance is written on a claims-made form, it shall continue for three years following termination of this Agreement. The insurance shall have a retroactive date of
placement prior to or coinciding with the effective date of this Agreement.
B. Business Automobile Liability Insurance for owned, scheduled, non-owned, or hired automobiles with a combined single limit not less than 1,000,000.00 dollars
($1,000,000.00) per occurrence.
(REQUIRED ONLY IF SELLER DRIVES ON UNIVERSITY PREMISES IN THE COURSE OF PERFORMING WORK FOR UNIVERSITY.)
C. Professional Liability Insurance with a limit of
dollars
($
) per occurrence with an aggregate of not less than
dollars ($
). If this insurance is written on a claims-made form, it shall continue for three years following termination of this
Agreement. The insurance shall have a retroactive date of placement prior to or coinciding with the effective date of this Agreement.
D. Workers' Compensation as required by California State law.
It is understood that the coverage and limits referred to under a., b., and c. above shall not in any way limit the liability of Seller. Seller shall furnish the University with
certificates of insurance evidencing compliance with all requirements prior to commencing work under this Agreement. Such certificates shall:
(1) Provide for thirty (30)-days advance written notice to the University of any modification, change, or cancellation of any of the above insurance coverage.
(2) Indicate that The Regents of the University of California has been endorsed as an additional insured for the coverage referred to under a. and b. This provision shall only apply
in proportion to and to the extent of the negligent acts or omissions of Seller, its officers, agents, or employees.
(3) Include a provision that the coverage will be primary and will not participate with nor be excess over any valid and collectible insurance or program of self-insurance carried or
maintained by the University.
ARTICLE 18 - PERMITS. Seller agrees to procure all necessary permits or licenses and abide by all applicable laws, regulations and ordinances of the United States and of the
state, territory and political subdivision in which the work under this order is performed. Seller shall be liable for all damages and shall indemnify and save University harmless
from and against all damages and liability which may arise out of failure of Seller to secure and pay for any such licenses or permits or to comply fully with any and all applicable
laws, ordinances and regulations.
ARTICLE 19 - COOPERATION. Seller and its subcontractors, if any, shall cooperate with University and other vendors and contractors on the premises and shall so carry on
their work that other cooperating vendors and contractors shall not be hindered, delayed or interfered with in the progress of their work, and so that all of such work shall be a
finished and complete job of its kind.
ARTICLE 20 - WAIVER OF DEFAULT. Any failure of University at any time, or from time to time, to enforce or require the strict keeping and performance by Seller of any of
the terms or conditions of this order shall not constitute a waiver by University of a breach of any such terms or conditions and shall not affect or impair such terms or conditions in
any way, or the right of University at any time to avail itself of such remedies as it may have for any such breach or breaches of such terms or conditions.
ARTICLE 21 - TAXES. Seller shall pay all contributions, taxes and premiums payable under federal, state and local laws measured upon the payroll of employees engaged in the
performance of work under this order, and all applicable sales, use, excise, transportation, privilege, occupational and other taxes applicable to materials and supplies furnished or
work performed hereunder and shall save University harmless from liability for any such contributions, premiums, and taxes.
ARTICLE 22 - OTHER APPLICABLE LAWS. Any provision required to be included in a contract of this type by any applicable and valid federal, state or local law, ordinance,
rule or regulations shall be deemed to be incorporated herein.
ARTICLE 23 - GOVERNING LAW. The law of the State of California shall control this Appendix and any document to which it is appended.
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