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C2020-038 - Bestway Electric
Contract No. 2020-038 COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND BESTWAY ELECTRIC MOTOR SERVICE CO., INC. THIS COOPERATIVE PURCHASING AGREEMENT (this "Agreement") is entered into as of September 23, 2019, between the Town of Fountain Hills, an Arizona municipal corporation (the "Town"), and Bestway Electric Motor Service Co., Inc., an Arizona corporation (the "Contractor"). RF(,TTAPQ, A. After a competitive procurement process, the City of Tucson (the "City") entered into Contract No. 161530-01, effective January 18, 2017, with the Contractor for the supply of electric motor rewind, repair services, and purchases. A copy of the City Contract is attached hereto as Exhibit A and incorporated herein by reference, to the extent not inconsistent with this Agreement. B. The Town is permitted, pursuant to Section 3-3-27 of the Town Code, to make purchases under the City Contract, at its discretion and with the agreement of the awarded Contractor, and the City Contract permits its cooperative use by other public entities, including the Town. C. The Town and the Contractor desire to enter into this Agreement for the purpose of (i) acknowledging their cooperative contractual relationship under the City Contract and this Agreement, (ii) establishing the terms and conditions by which the Contractor may provide the Town with electric motor rewind, repair services, and purchases (the "Materials and Services"), and (iii) setting the maximum aggregate amount to be expended pursuant to this Agreement related to the Materials and Services. AGREEMENT NOW, THEREFORE, in consideration of the foregoing introduction and recitals, which are incorporated herein by reference, the following mutual covenants and conditions, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Town and the Contractor hereby agree as follows: 1. Term of Agreement. This Agreement shall be effective as of the date first set forth above and shall remain in full force and effect until January 17, 2020 (the "Initial Term"), unless terminated as otherwise provided in this Agreement or the City Contract. After the expiration of the Initial Term, this Agreement may be renewed for up to four successive one-year terms (each, a "Renewal Term") if: (i) it is deemed in the best interests of the Town, subject to availability and appropriation of funds for renewal in each subsequent year, (ii) the term of the City Contract has not expired or has been extended, (iii) at least 30 days prior to the end of the then -current term of this Agreement, the Contractor requests, in writing, to extend this Agreement for an additional one-year term and (iv) the Town approves the additional one-year term in writing (including any price adjustments approved as part of the City Contract), as evidenced by the Town Manager's signature thereon, which approval may be withheld by the Town for any reason. The Contractor's failure to seek a renewal of this Agreement shall cause this Agreement to terminate at the end of the then -current term of this Agreement; provided, however, that the Town may, at its discretion and with the agreement of the Contractor, elect to waive this requirement and renew this Agreement. The Initial Term and any Renewal Term(s) are collectively referred to herein as the "Term." Upon renewal, the terms and conditions of this Agreement shall remain in full force and effect. 2. Scope of Work. This is an indefinite quantity and indefinite delivery Agreement for Materials and Services under the terms and conditions of the City Contract. The Town does not guarantee that any minimum or maximum number of purchases will be made pursuant to this Agreement. Purchases will only be made when the Town identifies a need and proper authorization and documentation have been approved. For purchase(s) determined by the Town to be appropriate for this Agreement, the Contractor shall provide the Materials and Services to the Town in such quantities and configurations agreed upon between the parties, in a written invoice, quote, work order or other form of written agreement describing the work to be completed (each, a "Work Order"). Each Work Order approved and accepted by the parties pursuant to this Agreement shall (i) contain a reference to this Agreement and the City Contract and (ii) be attached hereto as Exhibit B and incorporated herein by reference. Work Orders submitted without referencing this Agreement and the City Contract will be subject to rejection. 2.1 Inspection; Acceptance. All Materials and Services are subject to final inspection and acceptance by the Town. Materials failing to conform to the requirements of this Agreement and/or the City Contract will be held at Contractor's risk and may be returned to the Contractor. If so returned, all costs are the responsibility of the Contractor. Upon discovery of a non -conforming Materials or Services, the Town may elect to do any or all of the following by written notice to the Contractor: (i) waive the non-conformance; (ii) stop the work immediately; or (iii) bring the Materials or Services into compliance and withhold the cost of same from any payments due to the Contractor. 2.2 Cancellation. The Town reserves the right to cancel Work Orders within a reasonable period of time after issuance. Should a Work Order be canceled, the Town agrees to reimburse the Contractor, but only for actual and documentable costs incurred by the Contractor due to and after issuance of the Work Order. The Town will not reimburse the Contractor for any costs incurred after receipt of Town notice of cancellation, or for lost profits, shipment of product prior to issuance of Work Order or for anything not expressly permitted pursuant to this Agreement. 3. Compensation. The Town shall pay Contractor for the Initial Term and for each subsequent Renewal Term, if any, a maximum aggregate amount not to exceed $49,999.99. 4. Payments. The Town shall pay the Contractor monthly, based upon acceptance and delivery of Materials and/or Services performed and completed to date, and upon submission and approval of invoices. Each invoice shall (i) contain a reference to this Agreement and the City Contract and (ii) document and itemize all work completed to date. The invoice statement shall 2 include a record of materials delivered, time expended, and work performed in sufficient detail to justify payment. Additionally, invoices submitted without referencing this Agreement and the City Contract will be subject to rejection and may be returned. 5. Records and Audit Rights. To ensure that the Contractor and its subcontractors are complying with the warranty under Section 6 below, Contractor's and its subcontractors' books, records, correspondence, accounting procedures and practices, and any other supporting evidence relating to this Agreement, including the papers of any Contractor and its subcontractors' employees who perform any work or services pursuant to this Agreement (all of the foregoing hereinafter referred to as "Records"), shall be open to inspection and subject to audit and/or reproduction during normal working hours by the Town, to the extent necessary to adequately permit evaluation of the Contractor's and its subcontractors' compliance with the Arizona employer sanctions laws referenced in Section 6 below. To the extent necessary for the Town to audit Records as set forth in this Section, Contractor and its subcontractors hereby waive any rights to keep such Records confidential. For the purpose of evaluating or verifying such actual or claimed costs or units expended, the Town shall have access to said Records, even if located at its subcontractors' facilities, from the effective date of this Agreement for the duration of the work and until three years after the date of final payment by the Town to Contractor pursuant to this Agreement. Contractor and its subcontractors shall provide the Town with adequate and appropriate workspace so that the Town can conduct audits in compliance with the provisions of this Section. The Town shall give Contractor or its subcontractors reasonable advance notice of intended audits. Contractor shall require its subcontractors to comply with the provisions of this Section by insertion of the requirements hereof in any subcontract pursuant to this Agreement. 6. E-verifyRequirements. To the extent applicable under ARIZ. REV. STAT. § 41- 4401, the Contractor and its subcontractors warrant compliance with all federal immigration laws and regulations that relate to their employees and their compliance with the E -verify requirements under ARIZ. REV. STAT. § 23-214(A). Contractor's or its subcontractors' failure to comply with such warranty shall be deemed a material breach of this Agreement and may result in the termination of this Agreement by the Town. 7. Israel. Contractor certifies that it is not currently engaged in and agrees for the duration of this Agreement that it will not engage in a "boycott," as that term is defined in ARIZ. REV. STAT. § 35-393, of Israel. 8. Conflict of Interest. This Agreement may be canceled by the Town pursuant to ARIZ. REV. STAT. § 38-511. 9. Applicable Law; Venue. This Agreement shall be governed by the laws of the State of Arizona and a suit pertaining to this Agreement may be brought only in courts in Maricopa County, Arizona. 10. Agreement Subject to Appropriation. The Town is obligated only to pay its obligations set forth in this Agreement as may lawfully be made from funds appropriated and budgeted for that purpose during the Town's then current fiscal year. The Town's obligations under this Agreement are current expenses subject to the "budget law" and the unfettered legislative discretion of the Town concerning budgeted purposes and appropriation of funds. Should the Town elect not to appropriate and budget funds to pay its Agreement obligations, this 3 Agreement shall be deemed terminated at the end of the then -current fiscal year term for which such funds were appropriated and budgeted for such purpose and the Town shall be relieved of any subsequent obligation under this Agreement. The parties agree that the Town has no obligation or duty of good faith to budget or appropriate the payment of the Town's obligations set forth in this Agreement in any budget in any fiscal year other than the fiscal year in which this Agreement is executed and delivered. The Town shall be the sole judge and authority in determining the availability of funds for its obligations under this Agreement. The Town shall keep Contractor informed as to the availability of funds for this Agreement. The obligation of the Town to make any payment pursuant to this Agreement is not a general obligation or indebtedness of the Town. Contractor hereby waives any and all rights to bring any claim against the Town from or relating in any way to the Town's termination of this Agreement pursuant to this section. 11. Conflicting Terms. In the event of any inconsistency, conflict or ambiguity among the terms of this Agreement, any Town -approved work orders, the City Contract, and invoices, the documents shall govern in the order listed herein. Notwithstanding the foregoing, and in conformity with Section 2 above, unauthorized exceptions, conditions, limitations or provisions in conflict with the terms of this Agreement or the City Contract (collectively, the "Unauthorized Conditions"), other than the Town's project -specific requirements, are expressly declared void and shall be of no force and effect. Acceptance by the Town of any work order or invoice containing any such Unauthorized Conditions or failure to demand full compliance with the terms and conditions set forth in this Agreement or under the City Contract shall not alter such terms and conditions or relieve Contractor from, nor be construed or deemed a waiver of, its requirements and obligations in the performance of this Agreement. 12. Rights and Privileges. To the extent provided under the City Contract, the Town shall be afforded all of the rights and privileges afforded to the City and shall be the "City" (as defined in the City Contract) for the purposes of the portions of the City Contract that are incorporated herein by reference. 13. Indemnification; Insurance. In addition to and in no way limiting the provisions set forth in Section 12 above, the Town shall be afforded all of the insurance coverage and indemnifications afforded to the City to the extent provided under the City Contract, and such insurance coverage and indemnifications shall inure and apply with equal effect to the Town under this Agreement including, but not limited to, the Contractor's obligation to provide the indemnification and insurance. In any event, the Contractor shall indemnify, defend and hold harmless the Town and each council member, officer, employee or agent thereof (the Town and any such person being herein called an "Indemnified Party"), for, from and against any and all losses, claims, damages, liabilities, costs and expenses (including, but not limited to, reasonable attorneys' fees, court costs and 1the costs of appellate proceedings) to which any such Indemnified Party may become subject, under any theory of liability whatsoever ("Claims"), insofar as such Claims (or actions in respect thereof) relate to, arise out of, or are caused by or based upon the negligent acts, intentional misconduct, errors, mistakes or omissions, in connection with the work or services of the Contractor, its officers, employees, agents, or any tier of subcontractor in the performance of this Agreement. 14. Notices and Requests. Any notice or other communication required or permitted to be given under this Agreement shall be in writing and shall be deemed to have been duly given if (i) delivered to the party at the address set forth below, (ii) deposited in the U.S. Mail, registered 4 or certified, return receipt requested, to the address set forth below or (iii) given to a recognized and reputable overnight delivery service, to the address set forth below: If to the Town: Town of Fountain Hills 16705 East Avenue of the Fountains Fountain Hills, Arizona 85268 Attn: Grady E. Miller, Town Manager With copy to: Pierce Coleman PLLC 4711 E. Falcon Drive, Suite 111 Mesa, Arizona 85215 Attn: Aaron D. Arnson, Town Attorney If to Contractor: Bestway Electric Motor Service Co., Inc. 728 South Campbell Avenue Tucson, Arizona 85719 Attn: Ray McDannell or at such other address, and to the attention of such other person or officer, as any party may designate in writing by notice duly given pursuant to this subsection. Notices shall be deemed received: (i) when delivered to the party, (ii) three business days after being placed in the U.S. Mail, properly addressed, with sufficient postage or (iii) the following business day after being given to a recognized overnight delivery service, with the person giving the notice paying all required charges and instructing the delivery service to deliver on the following business day. If a copy of a notice is also given to a party's counsel or other recipient, the provisions above governing the date on which a notice is deemed to have been received by a party shall mean and refer to the date on which the party, and not its counsel or other recipient to which a copy of the notice may be sent, is deemed to have received the notice. [SIGNATURES APPEAR ON FOLLOWING PAGES] *fLd?� M nwt+rR'•w=• LiK ,/[ Asrr 1MnWwr : ntrMs� Niii'- • AeNMi'�� seKctnA �� < �; � h� geanMM ilOa +1t' -cM IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date and year first set forth above. "Town" TOWN OF FOUNTAIN HILLS, an Arizona Municipal Corporation 4 IN - 10.2X4 "k"4" Grady E. Mi er, To n Manager ATTEST: Eizabet rke, Town Jerk APPROVED AS TO FORM: Aaron D. Arnson, Town Attorney (ACKNOWLEDGEMENT) STATE OF ARIZONA ) ) ss. COUNTY OF MARICOPA ) l On , 2019, before me personally appeared Grady E. Miller, the Town Manager of the TOWN OF FOUNTAIN HILLS, an Arizona municipal corporation, whose identity was proven to me on the basis of satisfactory evidence to be the person who he claims to be, and acknowledged that he signed the above document, on behalf of the Town of Fountain Hills. M coemMssion ` Notary Publk Maric n, y co ission Expires h 20.2023 (Affix notary seal here) f' Notary Public :�sfMa i. asswiNs i lw� �� �1s11ry •AirsM �w [SIGNATURES CONTINUE ON FOLLOWING PAGE] r Ows",. c 6 ftftyft r�"W* IV bly ceei moven mom b nt m. tjj "Contractor" BESTWAY ELECTRIC MOTOR SERVICE CO., INC. a(n) Ari na corporation, By: Name: Its: �} j� {Cyttt3 K 5 (ACKNOWLEDGEMENT) STATE OF A7 ) ) ss. COUNTY OF ) On () c � 1 , 2019, before me personally appeared DOrrt , the 00escj-vzms of BESTWAY ELECTRIC MOTOR SERVICE O., INC., a(n) Arizona corporate n, whose identity was proven to me on the basis of satisfactory evidence to be the person who he claims to be, and acknowledged that he signed the above document, on behalf of the corporation. JENNIFER FOLK Notary Pubk - Stab of Mkona PIMA COUNTY r • My Commissim Expka December 10.20% (Affix notary seal here) 4838-0343-2614, v. 1 7 lit V-1 �A /\ .", 1.0 , t�'A No(aj Public EXHIBIT A TO COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND BESTWAY ELECTRIC MOTOR SERVICE CO., INC. [City Contract] See following pages. T., A 6 1.. 53, 36-0 - AS ES Table of Contents MO -2 1. Offer and'Acceptance L) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 31 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 OFFER AND ACCEPTANCE OFFER TO THE CITY OF TUCSON: The Undersigned hereby offers and shall furnish the material or service in compliance with all terms, scope of work, conditions, specifications, and amendments in the Request for Proposal which Is incorporated by reference as if fully set forth herein. Company Name BESTWAY MnIOR SERv� IN o TRIS Address 728 S. CAMPBELL AVE TUCSON, AZ 85719 City State Zip SI ha re of Person Authorized to Sign Printed Name Title For clarification of this offer, contact, Name: Title: Phone: Fax: E-mail: ACCEPTANCE OF OFFER The Offer is hereby accepted. The Contractor is now bound to sell the materials or services specified in the Contract. This Contract shall be referred to as Contract No. � Approved as to form this �_ day ofl-101V _ t As Tucson ity Attorney )a'o not personally CITY OF TUCSON, a municipal corporation Awarded this / day of , 201; . 4M a &L'0_5L Marchetti Gillespie, CPPQ, .P. ' ., CPPBM, C M As Director of Procurement and not personal 2.. Request for,Best and-,Fmal Offer CITY OF TUCSON DRPARTMBNT OF PROCUREMENT November 28, 2016 Pamela Koth6, Secretary/ Treasurer Bestway Electric Motor Service, Inc. 728 S. Campbell Ave. Tucson, AZ 85719 Email:kog thenbes,Lwayelectfjc.com Sgat We glectronle mail, this dad Subject: Request for Proposal No. 169530 -� Electric Motor Rewind, Repair and Purchases - Request for Best and Final Offer Dear Ms. Kothb: The City of Tucson has completed evaluation of your Firm's submission for the above referenced Request for Proposal. Based upon the recommendation of the evaluation committee, the City is inviting your firm to enter negotiations. This letter serves as notification of the City's Intent to enter Into negotiations. Specifically, the City requests: 1. Please provide your best pricing offer to the City in accordance with the attached Best and Final Price Page for Group }I dated November 28, 2016. If you decide to deep your firms pricing the same, you will still need to fill out the Best and Final Price Page, and return It to me. 2. Pursuant to RFP No. 161530, Scope of Work, 2.0 procedure Requirements, Section 2.3 Overhaul and Repair, Item F, shall be replaced with the fallowing: F. In some, cases, the City Department will request expedited service and motor repair time shall not exceed four (4) calendar days when requested. If expedited repair Is requested, the contractor shall make clear in the estimate if overtime rates shall apply. The number of overtime hours shall be noted as a separate line item on the invoice. Please provide a written response no later than Friday, December 2, 2016 at 12;00 PM. You may email your response to me at Car,ole,guintansl@tupsonaz.gov. The City of Tucson appreciates your attention to this request. if you should have any questions, please contact me at (520) 837-4121 or CaroIe,QuI Jana tucsonaz.aov_ Sincerely Carole Quintana Contract Officer ADMINISTRATION a DESIGN AND CONSTItUCTION SERVICES • GOODS AND SERVICES MAIL SERVICn: • S.A.M. NJ. (SURPLUS AUCTION I4L#TERIALS DIANAGUMCNT) CITY HALL • 255 NY. ALS IhIEDA 0 P.O. BOX 27210 + TUCSON, AZ $5726-7210 (520) 791-4217 9 FAX (520) 791-4735 • `ITY (520) 791-2639 ay w2sonpryoremant.cem REVISED PRICE PACE -1'1/2212016 RFP 161530, Electric Motor Rewind, Repair and Purchases Dated; November 28, 2016 PRICE PAGE INSTRUCTIONS: Group 1 (Groups 1-A through 1-D) of the Price Page requires fixed prices for specific jobs or motors as described in the heading for each group, Prices are requested for motors or assemblies of various horsepower ratings. R,0UP 1: R,g-WIND ANI REPAIR The base bid per HP for Groups 1-A through 1-D shall be based on 1800 RPM (4 pole), T -frame motors. Offerors shall state, at the end of Group 1, the percentage above or below the base bid for 1200 RPM (6 pole) motors, 3600 RPM (2 pale) motors and for U -frame motors. em Hors, ower Est, Anneal Usace Un It 'rice Extended Prlg,2 Group 1rA: fR.EWJND O_ NI - - 2401480(2301480) VAC, 3 phase combination voltage, 9 leads Standard seven (7) working days to complete. 1. 3 2 EA $ $ 2. 6 2 EA $ 1 $ 3. 7.5 2 EA $ �i `fib $ C� 4. 10 2 EA $ &!M $ 5. 15 2 FA $ -77&S $ 6. 20 2 EA $ $. j 25--0 7. 25 1 EA $ $ 8. 30 3 E $ 1�i'Z� $3011-1 . 9. 40 4 FA $ . i A S_ . -. $ 10. 50 4 EA $1; $; Total - Group 1-A: $-2�� item, No. Horsepowe Est. Annual Ujage Unil Price Extended Price Group 1-E: Rg IND ONLY - 480(460) VAC, 3 phase, part winding, 6 leads. Standard seven (7) working days to complete. 11. 60 1 EA $ -�_�_ $ I Sao 12. 75 3 EA $ $ 13. 100 3 EA $ $ - 14. 125 2 EA $fib $, 16. 150 3 EA $2t'?'7,- 16. 200 4 EA $. g Q $IF/ 17. 250 1 EA $ _ pa $ oa 18. 300 3 EA $ op _ $ 19. 350 3 EA $ $ 20 400 1 EA $ _G.� ?60 $ X47 60 . 21. 450 1 EA $ . 7 .. $'7�7 -n 22. 500 1 EA $ , 6 C2 Total - Group 1. B Item No, Horsepower st. Annual Overhaul rhaul + Stator Rewind = Unit Price Extended Price Usage Group 1-C: Complete overhaul on single phase type motors, 110-220 volts, various speeds. Overhaul to consist of minimum requirements as stated in the Scope of Work. Standard seven (7) working'days to complete. Note: Unit price Wwals overhaul plus stator rewind. 1, . 5 4 EA -- 2. .75 4 EA $ $ 3'i 4 $ 6 1 $ Dao ItetYt, No. lime ower Est. &Du II U a e OVOEbaul + St.�taW Rewind. UnI,.._._,tp_ rice Extended Palce 3. '( 8 EA $1 q 1C $3,.7 $ 2. 5 12 EA 6 EA Total —Group 1-C $t� ItetYt, No. lime ower Est. &Du II U a e OVOEbaul + St.�taW Rewind. UnI,.._._,tp_ rice Extended Palce Group '1-D: Complete overhaul on three phase type motors, 2401480 (230/460) volts, various speeds. Overhaul to consist of minimum requirements as stated In the Scope of Work. (Vote: Unit price gguals overhaul plus stator rewln�, 1. 3 4 EA 2. 5 12 EA 6 EA 3. 7.5 6. 20 2 EA $. � $ $..l�11,�, $ ;Z t, Vs _ 8. 30 2 EA $. '� _ $_4D �.. 10. 11. 50 60 2 EA 1 EA $ S16�..... 12. 75 1 EA $ $.e.�, $� 13. 100 1 EA $. _C 14. 125 1 EA $ S 7 $ 15. 150 1 EA 16. 200 1 EA 17. 250 1 EA $� $55 � 18. 300 1 EA $ $ Qc5 $.2.15s- $ih-4-A � 19. 350 1 EA $.l,Q._._ $..�.xL2. $J-. $,`-Y _ 20. 400 1 EA 21. 450 1 EA $_,,.:7 ff o $-Z -7 5-0. $ 1 $ S%3C 22. 500 1 EA $24jg $11-300 $ /01,3do $ . Total —Group 1-D $164, 7 GRAN!2 TOTAL GROUP I (Sum of Groups IA — I D) $ PwI, 7 757 ADDITIOINAL INFORMATION FOR GROUP 1: The discount offered on parts and the fiat rate per hour labor charge and machine work charge offered shall be Indicated In this section and will apply to any work performed other than that specifically quoted In Group 1. Discount allowed from current standard parts list: 1:3 Percentage price added for Vacuum pressure Impregnation (VPI) 0% 1. on Groupl stator rewinds - 40 HP and under _.......---........gfcl-price Adf usfinen6' Group Motor Rupa rs 3tafied_A plus (+) .C3r 1►��nus � _...... __...,........ ._� __..___...._.._..._.. Percentage Adjustments To The Base Bid - 1800 Rpm T -Frame Price T -FRAM U-FRAIVIE 1. 1200 RPM f % •f' % .. . 2. 1800 RPM % 3. 3600 RPM 0% Labor Charges Hourly Rate (Shop Rate) $,&0 per hour Regular Hours between 7:00 am to 4:00 pm, Mon. — Fri. (does not include holidays) Labor Charges Hourly Rate (Shop Rate) $-d per hour Overtime Hours between 4:00 pm and 7:00 am, Mon -- Fri, (does not Include holidays) Labor Charges Hourly Rate (Shop Rate) $ / �-o per hour Holiday Rate -- Price per hour for 7 major holidays (New Year's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas Day) FIELD RATE= PORTAL-TO-PORTAL OR PORTAL -TO -COMPLETION I Labor Charges Hourly Rate (Field Rate) $ `�,? . per hour Regular Hours between 7:00 am to 4:00 pm, Mon. Fri. (does not Include holidays) I Labor Charges Hourly Rate (Field Rate) $-LO!�; - 7S- per hour R Overtime Hours between 4:00 pm and 7:00 am, Mon -- Fri. (does not Include holidays) j i Labor Charges Hourly Rate (Pleld Rate) per hour Holiday Rate -- Price per hour for 7 major holidays (New Year's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving nay, Christmas Day) I Machine/Welding Rate per hour $_ 76 per hour Flat rate per hour labor charge for diagnostic analysis and reporting $ 7 per hour November 28, 2016 Sent via electronic mail, this day >' Pamela Kothe, Secretary 1 Treasurer Bestway Electric Motor Service, Inc. 728 S. Campbell Ave. Tucson, AZ 85719 Email: pkothe dbestwayelectric.com CITY OF TUCSON Subject: Request for Proposal No. 161530 — Electric Motor Rewind, Repair DEPARTMENT OF and Purchases - Request for Best and Final Offer PROCUREMENT Dear Ms. Koth6: The City of Tucson has completed evaluation of your Firm's submission for the above referenced Request for Proposal. Based upon the recommendation of the evaluation committee, the City is inviting your firm to enter negotiations. This letter serves as notification of the City's intent to enter into negotiations. Specifically, the City requests: 1. Please provide your best pricing offer to the City in accordance with the attached Best and Final Price Page for Group 1 dated November 28, 2016. If you decide to deep your firms pricing the same, you will still need to fill out the Best and Final Price Page, and return it to me. 2. Pursuant to RFP No. 161530, Scope of Work, 2.0 Procedure Requirements, Section 2.3 Overhaul and Repair, Item F, shall be replaced with the following: F. In some, cases, the City Department will request expedited service and motor repair time shall not exceed four (4) calendar days when requested. If expedited repair is requested, the contractor shall make clear in the estimate if overtime rates shall apply. The number of overtime hours shall be noted as a separate line item on the invoice. Please provide a written response no later than Friday, december 2, 2016 at 12:00 Pm. You may e-mail your response to me at Carole. Quintana d-tucsonaz.gov. The City of Tucson appreciates your attention to this request. If you should have any questions, please contact me at (520) 837-4121 or Carole.Quintana(&-tuesonaz.gov. Sincerely �, 6 u,:,,4 Carole Quintana Contract Officer ADMINISTRATION a DESIGN AND CONSTRUCTION SERVICES • GOODS AND SERVICES MAIL SERVICES o S.A.M.M. (SURPLUS AUCTION MATERIALS MANAGEMENT) CITY HALT. + 255 W. ALAMEDA • P.O. BOX 272[0 • TUCSON, AZ 85726-7210 (520) 791-4217 • FAX (520) 791-4735 • TTY (520) 791-2639 www, tucsonprocuretn ent.com REVISED PRICE PAGE - 11122/2016 RPP 161530, Electric Motor Rewind, Repair and Purchases Dated: November 28, 2016 PRICE PAGE INSTRUCTIONS: Group 1 (Groups 1-A through 1-D) of the Price Page requires fixed prices for specific jobs or motors as described in the heading for each group. Prices are requested for motors or assemblies of various horsepower ratings. GROUP 1: REWIND AND REPAIR The base bid per HP for Groups 1-A through 1-D shall be based on 1800 RPM (4 pole), T -frame motors. Offerors shall state, at the end of Group 1, the percentage above or below the base bid for 1200 RPM (6 pole) motors, 3600 RPM (2 pole) motors and for U -frame motors. Item No. Horsepower Est. Annual Usage Unit Price Extended Price Group 1-A: REWIND ONLY - 240!480(2301460) VAC, 3 phase combination voltage, 9 leads Standard seven (7) working days to complete. 1. 3 - 2 EA $ $ 2. 5 2 EA $ $ 3. 7.5 2 EA $ $ 4. 10 - 2 EA $ $ 5. 15 2 EA -i-E-A $ $ 6. 20 _ $ $ 7. 25 1 EA $ $ 8. 30 3 EA $ $ 9. 40 4 EA $ $ 10. 50 4 EA $ $ Total — Group 1-A: $ Item No. Horsepower Est. Annual Usage Unit Price Extended Price Group 1-B: REWIND ONLY - 480(460) VAC, 3 phase, part winding, 6 leads. Standard seven (7) working days to complete. 11. 60 1 EA $ $ 12. 75 3 EA $ $ 13. 100 T 3 EA _ $ $ 14. 125 2 EA $ $ 15. 150 3 EA $ $ 16. 200 4 EA $ $ 17. 250 1 EA $ $ 18. 300 3 EA $ $ 19. 350 3 EA $ $ 20 400 --- 1 EA $ $ 21. 450 1 EA $ $ 22. 500 1 EA $ $ Total - Group 1- B $ Item No. Horsepower Est. Annual Usage Overhaul + Stator Rewind = Unit Price Extended Price Group 1-C: Complete overhaul on single phase type motors, 110-220 volts, various speeds. Overhaul to consist of minimum requirements as stated in the Scope of Work. Standard seven (7) working days to complete. Note: Unit price equals overhaul plus stator rewind. --^ 1. .5 4 EA $ $ $ $ _ 2. .75 4 EA $ $ $ $ Item No. Horsepower Est. Annual Usage Overhaul + Stator Rewind = Unit Price Extended Price 3. 1 8 EA $ $ $ $ $ 4. 3 4 EA $ $ $ $ Total -Group 1-C $ Item No. Horsepower Est. Annual Usage Overhaul + Stator Rewind = Unit Price Extended Price Croup 1-D: Complete overhaul on three phase type motors, 240/480 (230/460) volts, various speeds. Overhaul to consist of minimum requirements as stated in the Scope of Work. Note: Unit price equals overhaul plus stator rewind 1. 3 4 EA $ $ $ $ 2. 5 12 EA $ $ $ $ 3. 7.5 6 EA $ $ $ �- $ 4. 10 10 EA $ $ $ $ 5. 15 2 EA $ $ $ $ 6. 20 2 EA $ $ $ $ 7. 25 2 EA $ $ $ $ 8. 30 2 EA $ $ $ $ 9. 40 3 EA $ $ $ $ 10. 50 2 EA $ $ $ $ 11. 60 1 EA $ $ $ $ 12. 75 1 EA $ $ $ $ 13. 100 1 EA $ $ $ $ 14. 125 1 EA $ $ $ $ 15. 150 1 EA $ $ $ $ 16. 200 1 EA $ $ $ $ 17. 250 1 EA $ $ $ $ 18. 300 1 EA $ $ $ $ 19. 350 1 EA $ $ $ $ 20. 400 1 EA $ $ $ $ 21. 450 1 EA $ $ $ $ 22. 500 1 EA $ $ $ $ Total — Group 1-D $ GRAND TOTAL GROUP 1 (Sum of Groups 1A— 1D) ADDITIONAL INFORMATION FOR GROUP 1: The discount offered on parts and the flat rate per hour labor charge and machine work charge offered shall be Indicated in this section and will apply to any work performed other than that specifically quoted in Group 1. Discount allowed from current standard parts list: % Percentage price added for Vacuum Pressure Impregnation (VPI) % 1. on Groupl stator rewinds - 40 HP and under Bid Price Adjustments For Group 1 Motor Repairs Stated As Plus (+) 4r Minus L-1 Percentage Adjustments To The Base Bid - 1800 Rpm T -Frame Price T -FRAME U -FRAME 1. 1200 RPM % % 2. 1800 RPM % % 3. 3600 RPM % % Labor Charges Hourly Rate (Shop Rate) $ per hour Regular Hours between 7:00 am to 4:00 pm, Mon. — Fri. (does not include holidays) Labor Charges Hourly Rate (Shop Rate) $ per hour Overtime Hours between 4:00 pm and 7:00 am, Mon — Fri. (does not include holidays) Labor Charges Hourly Rate (Shop Rate) $ per hour Holiday Rate Price per hour for 7 major holidays (New Year's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas Day) FIELD RATE= PORTAL-TO-PORTAL OR PORTAL -TO -COMPLETION Labor Charges Hourly Rate (Field Rate) $ per hour Regular Hours between 7:00 am to 4:00 pm, Mon. --- Fri. (does not include holidays) Labor Charges Hourly Rate (Field Rate) $ per hour Overtime Hours between 4:00 pm and 7:00 am, Mon Fri. (does not include holidays) Labor Charges Hourly Rate (Field Rate) $ per hour Holiday Rate — Price per hour for 7 major holidays (New Year's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas Day) Machine/Welding Rate per hour $ per hour Flat rate per hour labor charge for diagnostic analysis and reporting $ per hour 3. Request for Clarification September 19, 2016 Pamela Kothe Bestway Electric Motor Service Co., Inc. 728 S. Campbell Ave. CITY OF Tucson, AZ 85719 TUCSON Email: pkothe(a�bestwayelectric corn Sent via electronic mail, this DEPARTMENT OF PROCUREMENT Subject: Request for Proposal No. 161530 — Electric Motor and Motor Controls: Rewind, Repair Services and Purchases - Request for Clarification Dear Ms. Kothe: The City of Tucson is in receipt of your proposal submitted in response to Request for Proposal No. 161530. In order for the evaluation committee to proceed with the evaluation of your proposal, it is requested that you provide written clarification as requested below. 1. Provide clarification on the price pages, if labor is included in the unit price cost for Group 1, Rewind and Repair. 2. Provide clarification on the warranty, does Tucson Nater need to send a complete motor to be covered under the warranty or can a partial motor be sent and covered under the warranty. Please provide a written response no later than Friday, October 21, 2016 at 4:00 PM. You may e-mail your response to nye at or Carole.Quintana@tuesoiiaz.gov. The City of Tucson appreciates your attention to this request. If you should have any questions, please contact me at (520) 837-4121 or Carole.Quintana@tuesonaz.gov. Sincerely, &116 Gy4 Carole Quintana Contract Officer ADiI1N1STRATION • DESIGN AND CONSTRUCTION SERVICES a GOODS AND SERVICES MAIL STRVICES • S.A,Whel. (SURPLUS AUCTION AIATERIALS MANAGEMENT) CITY IIALL• 255 W. ALAMEDA • P.O. BOX 27210 • TUCSON[, AZ 85726-7210 (520) 791-X1217. FAX (520) 791-1735 *17Y (520) 791-2639 wwwAyesonprocuremcnt cam Page 1 of 1 Holly Barraza - City of Tucson, RFP #161530, Electric Motor and Motor Controls: Rewind, Repair Services and Purchases, PLEASE CONFIRM RECEIPT From: Holly Barraza To: pkothe@bestwayelectric.com Date: 10/19/2016 10:55 AM Subject: City of Tucson, RFP #161530, Electric Motor and Motor Controls: Rewind, Repair Services and Purchases, PLEASE CONFIRM RECEIPT Cc: Carole Quintana Attachments: 161530_Recl for Clarification_Bestway.pdf Good Morning, Please see attached letter regarding the above -referenced RFP, if you have any questions, please contact Carole Quintana at carole.cuintana@tucsonaz.gov or (520) 837-4121. Thank you, 110116f 68m/h2z1a Administrative Assistant Department of Procurement: 255 W. Alameda, City Hall - 6th Floor PO Box 2721o, Tucson, AZ 85726 Phone: (52o)837 -4M Fax: (520)971-42_-35 Holly. Barraza (a7tuesonaz.gov fil e,IJC:\Users\hbarraz 1 \A.ppData\Local\Temp\XPgrpwise\58075105CHDOM2CHP0410... 10/19/2016 %rhARrom Bestway Electric Motor Service, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 857191 Pi-IONE 520-884--914.1 FAX 520.884.1850 AZ ROC #184818 CR -29, #296811 CR -11 Bestway Electric Motor Service Co., Inc., as a member of the Electrical Apparatus Service Association, has adopted and abides by the warranty section from the E.A.S.A. Technical Manual as our warranty. NO other warranties are expressed or implied without written exception. APPARATUS SERVICED BY MEMBERS (except for transformers) Apparatus accepted by Set -vice Center (EASA Member) from a Customer for repair or servicing will be warranted to operate satisfactorily for the time -period defined below. Apparatus accepted by Service Center from a Customer for specific repairs, or for the repair and replacement of specific parts only, are warranted only as to the extent that such specific repairs are performed or parts furnished by the Service Center. All Warranties in addition to any other conditions or requirements contained herein, including the general provisions, are provided with the condition that the Customer operates the equipment with competent supervision, does not exceed rated load or capacity of equipment, and has normal usage and operating conditions. Apparatus Sold By Members A seller warrants that the apparatus sold by it shall be in whichever condition as defined below has been specified in the agreement the seller and the customer. New The seller warrants that the apparatus is new and is subject to the manufacturer's warranty. Remanufactured The seller warrants that the apparatus has been completely rewound, and rebuilt to EASA standards and tolerances. Warranty will extend fora period of one year from the date from shipment, during which time the apparatus will operate satisfactory, with competent supervision, under the rated load, original nameplate data, usage and conditions. Reconditioned The seller'warrants that the apparatus is complete, has been dismantled inspected, parts cleaned, lubricated, windings dried treated, assembled, tested and painted. Warranty will extend for a period of ninety days from the date of shipment, during which time the apparatus will operate satisfactory, with competent supervision, under the rated load, original nameplate data, usage and conditions. Used, Not Reconditioned or Disassembled -Electrical The seller warrants that the apparatus operates and complies with the stamped nameplate ratings and not less than one meg to ground. Used, Not Reconditioned or Disassembled -Mechanical This apparatus shall contain the necessary parts to ensure its operation and has no visible broken parts. As Is The seller offers no warranty of condition, whatsoever, as agreed by the buyer and seller. Types of Limited Warranties arc as follows: A -2A. Totally Electrically Rebuilt The Service Center Warrants that the apparatus has been dismantled, inspected, parts cleaned, lubricated, all windings replaced with new winding(s) composed of new insulation and wire in accordance with EASA Standards, assembled, tested, and pointed. Such Service Center Warranty shall extend for a period of ninety (90) days from the date of shipment on all items except the new electrical winding(s) which the Service Center Warranty shall extend for a period equal to the Manufacturer's Warranty, but not to exceed one (1) year from date of shipment. Such Service Center Warranty shall be limited to the liability provided in the general provisions which are a part of the Service Center Warranty. YAN '� Bestway Electric Motor Service, Co., Inc, 728 S. CAMPBELL AVE. I TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -I I A-213. Partially Electrically Rebuilt The Service Center Warrants the apparatus as stated in A -2A, except for apparatus where multiple windings are involved (i.e.: slip ring motors, direct current motors, synchronous motors); and the Service Center Wu-ranty for multiple winding apparatus applies only to the new winding(s) installed by the Service Center. A-3. CONIPLETE APPARATUS -MECHANICALLY AND ELECTRICALLY REBUILT A. Complete Apparatus L Mechanically Rebuilt, Electrically Tested 2. Electrically Rebuilt, Mechanically Inspected 3. Mechanically and Electrically Rebuilt 4. Reconditioned B. Component of Apparatus 1. Mechanically and Electrically Rebuilt 2. Reconditioned Definitions of Types: A-1. COMPLETE APPARATUS-N1ECH.ANICALLY REBUILT, ELECTRICALLY TESTED The Service Center Warrants that the apparatus has been dismantled, inspected, parts cleaned, lubricated, windings dried, varnished and baked as required, all mechanical tolerances (including sleeve bearings if a component of the equipment) brought to Manufacturer's tolerances or EASA Standards, including the replacing of all anti -friction bearings with new bearings (if such bearings are a component of the equipment), dynamically balanced, assembled, tested, and painted. Such Service Center Warranty shall extend for a period equal to the Manufacturer's Warranty, but not to exceed ninety (90) days from date of shipment. Such Service Center Warranty shall be limited to the liability provided in the general provisions which are a part of the Service Center Warranty. In the event that the Service Center and the Customer mutually agree that a bearing(s) should not be replaced or re-babbitted, the bearing(s) is not warranted. A-2. COMPLETE APPARATUS -ELECTRICALLY REBUILT, iVIECHANICALLY INSPECTED The Service Center Warrants that the apparatus has been dismantled, inspected, parts cleaned, lubricated, windings dried and varnish treated as required, dynamically balanced, assembled (replacing anti -friction bearings with new bearings, if applicable), tested, and painted. Such Service Center Warranty shall extend for a period cgUal to the Manufacturer's Warranty, but not to exceed ninety (90) days from date of shipment. Such Service Center Warranty shall be limited to the liability provided in the general provisions which are a part of the Service Center Warranty, A -3A. Totally Nice lrairically and Electrically Rebuilt The Service Center Warrants that the apparatus has been dismantled, inspected, parts cleaned, lubricated, all mechanical tolerances (including sleeve bearings if a component of the equipment) brought to Manufacturer's tolerances or EASA Standards, all windings replaced with new windings composed of new insulation and Vvire in accordance with EASA Standards, including the replacing of all anti -friction bearings with new bearings (if such bearings are a component of the equipment), dynamically balanced, assembled, tested, and painted. Such Service Center Warranty shall extend for a period equal to the Manufacturer's Warranty, but not to exceed one (1) year from date ol'shipment. Such Service Center Warranty shall be limited to the liability provided in the general provisions which are a part of the Service Center Warranty. In the event that the Service Center and the Customer mutually agree that a bearing s) should not be replaced or re-babbitted, the bcaring(s) is not warranted. Bestway Electric Motor Service, Co., Inc. 728 S. CANIPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-88.1-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -1 I A-313. Partially Electrically Rebuilt and Totally Nlechanically Rebuilt The Service Center Warrants the apparatus as stated in A -3A, except for apparatus where multiple windings are involved (Le.: slip ring motors, direct current motors, synchronous motors); and the Service Center Warranty for multiple winding apparatus applies only to the new winding(s) installed by the Service Center, A-4. COINIPLETE APPARATUS RECONDITIONED B-1. COMPONENTS Or AN APPARATUS NITCHANICALLY AND ELECTRICALLY REBUILT The Service Center Warrants that the component of apparatus has been inspected, all mechanical tolerances brought to Manufacturefs tolerances or EASA Standards, windings replaced with new windings and insulation in accordance with EASA Standards, varnish treated as required, dynamically balanced (if applicable), and painted (if applicable). Such Service Center Warranty shall extend for a period equal to the Manufacturer's Warranty, but not to exceed ninety (90) days after date of shipment. Such Service Center Warranty shall be limited to the liability provided in the general provisions which are a part of the Service Center Warranty. B-2. CONIPONENTS OF APPARATUS RECONDITIONED The Service Center Warrants that the component of apparatus has been inspected, windings dried and varnish treated as required, dynamically balanced (if applicable), tested, and painted (if applicable). Such Service Center Warranty shall extend fvr a period equal to the Manufacturer's Warranty but not to exceed thirty (30) days from date of shipment. Such Service Center Wnrranty shall be limited to the liability provided in the general provisions which are a part of the Service Center Warranty. GENERAL PROVISIONS The foregoing warranties will not apply to defects, occurring within the warranty period, resulting from misuse by customer or for reason of improper installation, application, circuit protection, assembly, or repair of the apparatus by Others, subsequent to service by the Service Center, If the apparatus does not operate in accordance with the foregoing Warranties, the Service Center will refund the price of the goods or service or will provide for the reworking or replacing of the apparatus or parts, at the Service Center's option, to cause it to so operate for no additional charge to the Customer, at the Service Center's place of business, and during the Service Center's regular working hours. Transportation of the apparatus, if required, will be paid for by the Customer. The Service Center's liability for any breach of the foregoing Warranty shall be limited to such refund, reworking or replacement and, in the case of claims arising out of the Service Center's inspection of apparatus, to the charge made for such inspection. Service Center shall not be liable to customer, or to any other pet -son, for arty indirect, consequential, or other kinds of damages arising out of this transaction. DISCLAIMER Any implied warranty of merchantability or warranty that file goods or services can be used for any purpose or any other expressed or implied warranty, except as herein provided, is hereby disclaimed and excluded from this warranty. No representative of5ervice Center has any authority to modify these warranties in any manner. Any action i:or breach of any of the tbregoing Warranties must be brought within two years after the cause of action has accrued. I. { Page 1 of 2 Carole Quintana - RE: City of Tucson, RFP 41.61530, Electric Motor and Motor Controls: Rewind, Repair Services and .Purchases, PLEASE CONFIRM RECEIPT From: Pam Kothe <pkothe@bestwayelectric.com> To: Holly Barraza <Holly.Barraza a tucsonaz.gov> Date: 10/2012016 2:01 PM Subject: RE: City of Tucson, RFP #161530, Electric Motor and. Motor Controls: Rewind, Repair Services and Purchases, PLEASE CONFIRM RECEIPT Holly/Carole, The prices we have quoted for RFP 161530 Group 1 includes labor and material . I will send our EASA Warranty separately to Carole. However, to answer your question, our warranty will apply to complete and/or dismantled motors. We suggest that complete motors be sent in so that we can supply the City with root cause failure analysis reports, and the motor can be test run in our facility at rated nameplate voltage prior to it being installed by the City personnel. Let me know if you have any further questions. Thank -you, Pam Koth6 Bestway Electric Motor Service Company, Inc. 728 S Campbell Ave. Tucson, AZ 85719 phone: 520-884-9141 fax: 520-8$4-180 cell: 520-237-6371 The information contained in this message may be privileged, confidential, or protected from disclosure. If the reader of this message is not the intended recipient, employee, or agent responsible for delivering the message to the Intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication In error, please notify the sender immediately by replying to the message, and deleting it from your computer. `A MEOWMMASAJA: Uo Ifoctm-Moc.hcr k all Aullaosll!y i I)V CG Motion n at %wrk 1AID A {1, CL file:lllC:lUsers/cquinta 1/AppData/LocallTenlp/XPgrpwise/580DC63ECHDOM2CI1PO4... 10/24/2016 ( Page 1 of 1 �i Holly Darraza - RFP 161530 warranty attached. From: Pam Kothe <pkothe c@i bestwayelectric.com> To: Holly Barraza <Holly.Barraza a tucsonaz.gov>, Carole Quintana <Carole.Quin... Date: 10/20/2016 2:04 PM Subject: RFP 161530 warranty attached. Attachments: Bestway Warranty Policy - Shop.pdf Holly and Carole, I have attached Bestway's warranty, which applies to all repairs for RFP 161530. Many thanks, Pam Kothe Bestway Electric Motor Service file:llC:lUserslhbarraz 11AppDatalLocallTemplXPgrpwise15808.CED5CHDOM2CHPO4 l ... 10/21/2016 Page 1 of 1 Holly Barraza - RFP 161530 Electric Motor Repair, rewind, et al From: Pam Kothe <pkothe a bestwayelectric.com> To: Carole Quintana <Carole.Quintana a tucsonaz.gov>, Holly Barraza <Holly.Bar... Date: 10/2012016 2:15 PM Subject: RFP 161530 Electric Motor Repair, rewind, et al Carole and Holly: Please add Ray McDannell as another point of contact for the RPP 161530 Electric Motor and Motor Controls, Rewind, Repair Services and Purchases. He can be reached at his email rmcdannell(@bestwayelectric.com, on our telephone 520-884-9141, or on his cell phone (520)237-2657. Ray is Bestway's Vice President of Operations. Many thanks, Pam Koth6 Bestway Electric Motor Service Company, Inc. 728 S Campbell Ave. Tucson, AZ 85719 phone: 520-884-9141 fax: 520-884-1850 cell: 520-237-6371 The information contained in this message may be privileged, confidential, or protected from disclosure. If the reader of this message is not the intended recipient, employee, or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by replying to the message, and deleting it from your computer. AS H. tho Naclrf*-Mechonrcal Aul*4aritY W" 41"ftOIR 1,I irnog imlrfir► t7T~ vV rc3�Am s�xm u� n� rLU sk 'MG�� file://C:\Users\hbarraz 11AppDatalLoea]\TemplXPgrpwise\5805D 18BCIIDOM2CHP041... 10/21/2016 October 26, 2016 Sent vitt electronic mail flus da 4; Pamela Kothe Bestway Electric Motor Service Co., Inc. 728 S. Campbell Ave. Tucson, AZ 85719 CITY OF Email: )kothe r bestwa electric.cotzi. i-mcdanneli(�ubestwayelectric.com TUCSON DEPARTMENTOF Subject: Request for Proposal No. 161530 — Electric Motor and Motor Controls: Rewind, PROCUREMENT Repair Services and Purchases - Request for Clarification Dear Ms. Kothe: The City of Tucson is in receipt of your proposal submitted in response to Request for Proposal No. 161530. In order for the evaluation committee to proceed with the evaluation of your proposal, it is requested that you provide written clarification as requested below. 1. Provide clarification on Price Page, Group 1-D, for Item 13 (100 HP) and Item 20 (400 ITP), please provide a detailed breakdown for labor cost and part cost, to include all services that are performed for labor and part cost. Please provide a written response no later than Wednesday, November 2, 2016 at 4:00 PM. You may e-mail your response to meat or Carole. uintana ct.'--y. The City of Tucson appreciates your attention to this request. If you should have any questions, please contact me at (520) 837-4121 or Carole. uintana cU ucsonaz. ov . Sincerely, Carole Quintana Contract Officer ADMINISTRATION • DESIGN AND CONSTRUCTION SERVICES • GOODS AND SERVICES MAIL SERVICES • S.A.M.M. (SURPLUS AUCTION MATERIALS NLIIVAGEMENT) CITY HALL • 255 W. ALAXIRDA . P.O. BOX 27210 • TUCSON, AZ 85726-7210 (520) 791-1217 •IMAX (520) 7914735 • TTY (520) 791-2639 www.tucsonproa:uremeiil coni Page 1 of 1 Holly Barraza - City of Tucson, RFP #'161530, Electric Motor and Motor Controls: Rewind, Repair Services and Purchases, PLEASE CONFIRM RECEIPT From: Holly Barraza To: pkothe@bestwayelectric.com; rmcdannell@bestwayelectric.com Date: 10/26/2016 11:17 AM Subject: City of Tucson, RFP #161530, Electric Motor and Motor Controls: Rewind, Repair Services and Purchases, PLEASE CONFIRM RECEIPT Cc: Carole Quintana Attachments: Clarification-Bestway_2.pdf Good Morning, Please see attached letter regarding the above -referenced RFP. If you have any questions, please contact Carole Quintana at carole.guintana a(7,tucsonaz.gov or (520) 837-4121, Thank you, z Administrative Assistant Department of Procurement 255 W. Alameda, City Hall - 6th Floor PO Box 2721o, Tucson, AZ 85726 Phone: (S2o)827-4iic Fax: (520)9ZL473.5 ollv.Barraza@tucsonaz.Sov f le:/IC:lUscrsllzbarrazl lAppDatalLocallTemplXPgrhwisel581090CDCHDOM2CHP0410... 11/3/2016 Bestay electric Motor Service, Co., 1111. maw 728 S. CAMPBELL AVE. /'TUCSON, ARIZONA 85719 / PHONE 524-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29,11296811 CR -11 10/28/2016 Subject: Response to - Request for Proposal No. 161530 -- Electric Motor and Mptor Controls: Rewind, Repair Services and Purchases - Request for Qlarification Dear Ms. Quintana: We are pleased to provide you with the requested information for your review and consideration. I believe the following information should help you gain a better understanding: 1.) Our work Scope: a. Line 13 of Group 1-D: I. Overhaul Price: $515-- ($309 Labor) ($206 Material) 1. Incudes the disassembly, cleaning, testing, replacement of two ball bearings, balance, assembly, _._..._..._.._._.,.._..__......_ .............. _.__...___...__.__.-painting.;.. Instal lation..of- meta l -tag, -.test. -runt'. -and ._... _._._.._._.. delivery. All of which follows EASA Standard ARI 00- 2015 procedures and is consistent with Scope of Work outlined In your General Requirements. H. Stator Rewind Price: $2,185— ($1,465 Labor) ($720 Material) 1. Includes electrical testing, removal of failed coils, rewinding with Class 1-1 Spike Resistant Inverter Duty Magnet Wire, Vacuum Pressure Impregnation. (VP 1) varnish treatment, Painting, tagging, and final testing. All of which follows EASA Standard ARI 00-2015 procedures and Is consistent with Scope of work outlined in your General Requirements, Ill. Total Overhaul Plus Stator Rewind $2,700, b. Line 20 of Groupl-D: i. Overhaul Price: $1,560 (Labor $936) (Material $624) 1. Incudes the disassembly, cleaning, testing, replacement of two ball bearings, balance, assembly, painting, installation of metal tag, test run, and delivery. All of which follows EASA Standard AR100- 2015 procedures and is consistent with Scope of Work outlined in your General Requirements. 11. Stator Rewind Price: $6,700 (Labor $4,000) (Material $2,700) 1. Includes electrical testing, removal of failed coils, Bestway _Jett ie Motor Service, Co., Inc. psi IMQM vow 728 S, CAMPBELL AVE. / TUCSON, ARIZONA 857191 PHONE 520-884-9141 FAX 520.884.1850 AZ ROC 11180018 CR -29,11296811 CR -11 rewinding with Class M Spike Resistant Inverter Duty Magnet Wire, Vacuum Pressure Impregnation (VPI) varnish treatment, Painting, tagging, and final testing. Al of which follows EASA Standard AR100-2015 procedures and Is consistent with Scope of Work outlined in your General Requirements. Iii. Total Overhaul Plus Rewind Price; $8,260 I hope this information allows you to gain the understanding necessary to continue your evaluation of our proposal, Please let us know if you require any addition documentation or information. Very Best Regards, f� . Ray McDann.ell .VP.-Ope ratlon s.._..._._....... 4. Bestway's response to RFP #161530 LJ ORIGINAL Bestway Electric Motor Service Co. Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 857191 PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #184818 CR -290 #296811 CR -11 September 23, 2016 To: City of Tucson Department of Procurement Carole Quintana Contract Officer Subject: City of Tucson RFP 161530 Electric Motor and Controls: Rewind, Repair Services, and Purchases Dear Ms. Quintana: Bestway Electric Motor Service Co., Inc. is very pleased to offer the enclosed. offer for RFP 161530. Please note that we have not increased our labor rates since the last bid in 2011 for this contract. Although, according to the 2016 Vaughens's Price Guide, the western Region hourly rate is $86.60 per hour, which is providing you a 30% discount at $60. Per hour. We have valued the business over the years with the City of Tucson and look forward to the opportunity to continue providing our products and services. Thank you for the opportunity to submit this proposal. Pamela Kothe Secretary/Treasurer Z) ORIGINAL CITY OF TUCSON REQUEST FOR PROPOSAL REQUEST FOR PROPOSAL NUMBER: PROPOSAL DUE DATE: PROPOSAL SUBMITTAL LOCATION: MATERIAL OR SERVICE: PRE -PROPOSAL CONFERENCE DATE: TIME: LOCATION: CONTRACT OFFICER: TELEPHONE NUMBER: 161530 September 30, 2016, AT 4:00 P.M. LOCAL AZ TIME Department of Procurement 255 W. Alameda, 6'" Floor, Tucson, AZ 85701 ELECTRIC MOTOR AND MOTOR CONTROLS: REWIND, REPAIR SERVICES, AND PURCHASES Thursday, September % 2016 8:30 A.M. — 9:30 A.M LOCAL AZ TIME City Hall, Procurement a Floor Conference Room CAROLE QUINTANA (520) 837-4121 Carole.Quintana@tucsonaz.gov A copy of this solicitation and possible future amendments may be obtained from our Internet site at: http://www.tucsonprocurement.com/ by selecting the Bid Opportunities link and the associated solicitation number. The City does not mail out Notices of available solicitations via the U.S. Postal Service. Email notifications are sent to those interested offerors who are registered with us and who have selected email as their preferred delivery method. To register, please visit www.tucson rocure ent.com, click on Vendors, then click on Vendor Registration. To update an existing record, click on Vendors, click on What's New?, and read the section titled "Notice of Solicitations." You may also call (520) 791-4217 if you have questions. Competitive sealed proposals for the specified material or service shall be received by the Department of Procurement, 255 W. Alameda, 6th Floor, Tucson, Arizona 85701, until the date and time cited. Proposals must be in the actual possession of the Department of Procurement at the location indicated, on or prior to the exact date and time indicated above. Late proposals shall not be considered. The prevailing clock shall be the City Department of Procurement clock. Proposals must be submitted In a sealed envelope. The Request for Proposal number and the offeror's name and address should be clearly indicated on the outside of the envelope. All proposals must be completed In Ink or typewritten. Questions must be addressed to the Contract Officer listed above. ****ALERT**** Effective July 1, 2014, the City of Tucson's Small Business Enterprise (SBE) and Disadvantaged Business Enterprise (DBE) Program has moved to the Department of Procurement and has become the Business Enterprise and Compliance Program. To contact them, please call (520) 837-4000 or visit the website at hftp://www.tucsonprocurement.com/Bidders Page aspx and click on SBE or DBE. CQ/hb PUBLISH DATE: 09/01/2016 Revised 11/2014 CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 INTRODUCTION E) ORIGINAL REQUEST FOR PROPOSAL NO. 161534 PAGE 2 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 The City of Tucson is seeking proposals from qualified firms for the provision of Electric {Motor and Motor Controls: Rewind, Repair Services and Purchase. To provide adequate Contract coverage, the City intends to make multiple awards. Work will be performed on, but not restricted to: pumps, wells, boosters, and aerators. The City anticipates that it may spend approximately $100,000.00 per year on electric motor repair services and new or replacement motor purchases. However, services will be performed on an as -needed, if- needed fneeded basis and no volume of service should be assumed or is guaranteed. Proposed labor and service rates will also Include the repair of: • Variable Frequency Drives - installation, repair, troubleshooting and replacement • Soft Start Motor Controllers, and installation, repair, troubleshooting, and replacement • Standard motor controls repair, replacement, and troubleshooting in large motor control centers. Additionally, this contract will also include pump repair, rebuilding and replacement services as many of City motors (perhaps 50%) are connected to a sewage or sump pump. Such service would apply to any and all electrical powered equipment and all variations of motor controls. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 SCOPE OF WORK 1.0 GENERAL REQUIREMENTS 1.1 Contractor's Performance E) ORIGINAL REQUEST FOR PROPOSAL. NO. 961530 PAGE 3 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 A. All materials and workmanship provided to the City shall be of the highest industry standard. Materials purchased by the City through this contract shall be new and subject to inspection and approval by the City Representative prior to delivery. B. Contractor shall obtain all permits and licenses and pay all taxes, charges and fees necessary to perform the services under this contract. C. Contractor shall guarantee all work under this contract against defects of materials and/or workmanship for a period of one (1) year from the completion date. Chemical agents used shall be warranted for the labeled time period and shall not exceed the shelf time, if applicable. Contractor shall furnish Safety Data Sheets for all products required by OSHA Hazard Communications Regulations per 29 CFR Part 1910.1200. D. The Contractor shall furnish all necessary supplies, labor, vehicles and equipment to perforrn services. All supplies, labor, vehicles and equipment shall be compliant with the specifications, terms and provisions set forth herein and shall be subject to random, unannounced inspection by the City Representative. E. The City shall not provide office or storage space for the Contractor's supplies, vehicles or equipment. F. The Contractor shall outfit ail equipment and materials used with any and all such safety devices and warning mechanisms as may be necessary to advise and protect the public and prevent personal injury and property damage. G. Contractor warrants that the performance of services under this contract shall be compliant with the current requirements of the Occupational Safety and Health Act (OSHA) and as it may be amended or updated throughout the term of this contract. H. Maximum motor repair time must never exceed seven (7) working days; this includes the time taken to provide an estimate. 1.2 Pick-up and Delivery A. Contractor shall be responsible for pick-up and delivery of all motors when and where requested by the City. The Contractor shall perform all pick-up or delivery within twenty-four (24) hours of notification by the City. B. Pickup and delivery shall be F.O.B. Destination Freight Prepaid to and from various Tucson metropolitan area locations. C. Contractor shall offer over-the-counter servlce, maintaining normal business hours, for those City departments that do not request pick-up or delivery of the motors. D. A drop off ticket will be provided at time of delivery at vendor location, with Time, Date, City location (site name), work order # and City employee # of individual dropping off equipment. L) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W, ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 4 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 1.3 Warranty A. Contractor shall warrant that all equipment and parts furnished as new under this contract are newly manufactured and free from defects in material and workmanship for no less than one (1) year from the date the equipment is delivered. B. Contractor shall warrant that all rebuilt or repaired equipment and parts furnished under this contract meet manufacturer's specifications and are free from defects in material and workmanship for no less than one (1) year from the date the equipment is delivered. C. Warranty shall include accepted trade standards of quality, fitness for the intended uses, and conformance to promises or specified specifications. No other express or implied warranty shall eliminate the Contractor's liability as stated herein. D. Contractor shall warrant that all labor involved in the rewind and repair of electric motors and associated equipment for no less than one (1) year from the date the equipment is delivered. This includes, but is not limited to, general, welding and machine work labor. E. All defective products shall be replaced and exchanged by the Contractor. The cost of transportation, unpacking, inspection, re -packing, re -shipping or other like expenses shall be paid by the Contractor. All replacement products must be received by the City within five (5) days of initial notification. 1.4 Invoicing A. Invoices for work performed as described in Group 1 of the Price Page shall clearly be marked Group 1 and shall also show the Group letter, motor horsepower, City site name, pump number or address, complete description and manufacturer. Invoice must also have City employee I.D. B. Repairs on pre -NEMA motors and those repairs not covered in Group 1 shall be invoiced as bid on Group 2 of the Price Sheet. Invoices must show the actual parts and/or material used with the list price less the discount as shown on Group 2 of the Price Sheet. The number of hours of labor and, if necessary, machine work required to repair the item must also be shown on the invoice along with the flat rate per hour for each. These invoices shall be clearly marked Group 2. C. Contractor's designated representative shall return a call by city personnel within thirty (30) minutes of a left message at any time business or off hours. A competent service contractor technician shall be available to be onslte within two (2) hours of Initial contact by the City at any time. D. Contractor shall maintain an accurate report of the work activities of the personnel assigned and materials expended for this contract. Contractor shall initiate such record keeping at the time of award and shall retain all such files throughout the term of the contract. The Contractor shall provide an electronic copy of the report upon request to the Department of Procurement. The report shall show items serviced or provided, by City Department, including total amount spent by each City Department. 1.5 Key Personnel A. The Contractor must have the trained personnel and must have the equipment/supplies necessary to perform electromechanical repairs and rewinding on the electric motors owned by the City of Tucson as per the specifications, terms and conditions of this contract, CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, Az 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 5 OF 36 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 B. The Contractor shall have a minimum of two employees at the Contractor's facility whose primary job is the rebuilding and repairing of electric motors. C. Contractor's designated representative shall be available locally, able to respond within two (2) hours of initial contact and authorized to resolve management issues and respond to emergency requirements, D. An alternate representative shall also be designated and available within the Tucson metropolitan area in the event that the primary representative is unreachable in the event of an emergency. E. Provide 2 training days per year, in controlled location or field / site location. 2:0 PROCEDURE REQUIREMENTS 2.1 Equipment A. The Contractor's equipment must be sufficient to handle electric motors up to 500 H.P. B. The equipment required includes, but is not limited to, the following: 1. Lifting equipment (overhead crane, forklift) to safely move electric motors, motor/pump combinations and accessories weighing up to two tons. 2. Cleaning capability (power wash, "steam cleaning", sandblasting equipment) 3. Machine tools, micrometers, etc. 4. Welding equipment (stick, TIG, MIG) 5. Acetylene torch 6. Hydraulic bearing pullers 7. Lathes, milling machine, drill press of sufficient size 8. Dynamic balancing equipment & stand of sufficient capacity 9. Stator core loss tester of sufficient capacity 10. Temperature -regulated burn -off oven of sufficient size 11. Class H insulating materials including epoxy or polyester resin of sufficient quantity to treat new windings 12. Sufficient inventory of inverter -duty rated magnet wire 13. Dip tank of sufficient capacity 14. Vacuum Pressure Impregnation (VPI) system of sufficient size 15. 500 volt megohmeter 16. DC Hipot (high potential) tester of sufficient capacity 17. Surge comparison tester of sufficient capacity 18. Baking oven of sufficient size 19. Coil winding equipment of sufficient size 20. 460 volt test power supply to no load test run motors up to 500 HP a@ 460 VAC 21. Contractor must provide a vehicle with sufficient lift capacity to pick up and deliver motors weighing up to two tons (4000 pounds) or 500 HP motors. (The mode/ number and description of the vehicle(s) will be sufficient.) C. The Contractor's diagnostic equipment must be sufficient to handle controls and starters for electric motors up to 500 H.P. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 6 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 D. The field equipment required for analysis and troubleshooting includes but Is not limited to the following: 1. Infrared Thermal Imager 2. Power Quality Analyzer and Data Logger 3. Digital multimeter / oscilloscope 4. Vibration Scanner Analysls 5. Laser Alignment equipment 2.2 Guidelines A. The Contractor shall perform all electric motor rewinding, repairs and provision of motors according to the following guidelines: 1. The guidelines established in EASA (Electrical Apparatus Service Association) AR100.2001 RECOMMENDED PRACTICE, or latest revision, for the Repair of Rotating Electrical Apparatus. 2. The minimum class of insulation shall be class "H" as specified by NEMA. 3. Stator rewind shall include clean, dip and bake. 4. Vacuum Pressure Impregnation (VPI) shall be included on motors 50 HP and above. B. The Offeror shall provide a written copy of its own guidelines for electric motor rebuilding and repair. 2.3 Overhaul and Repair A. All repaired or completely overhauled motors shall be cleaned and freshly painted In a "like new" exterior appearance. B. All repaired or completely overhauled motors shall have a separate metal tag affixed, screwed or riveted next to the manufacture's I.D. metal plate with the Contractor's name, address, phone number and date of motor repair. C. Various departments will deliver (or the Contractor will pick-up at the City's discretion) intact motors to the repair facility and the Contractor will disassemble them. Most of these motors will be open drip proof motors. D. Upon completion and before delivery is taken on a motor overhaul or rewind, the motor or stator will be certified as surge comparison tested for winding condition and interrelationship. E. All complete overhauls for City Departments will require new bearings regardless of existing bearing conditions. F. In some cases, the City Department will request expedited service and motor repair time shall not exceed four (4) working days when requested. If expedited repair is requested, the contractor shall make clear in the estimate if overtime rates shall apply. The number of overtime hours shall be noted as a separate line item on the invoice. G. Upon request, Contractor shall provide two written estimates of the cost of repairs to the City Department before any work is performed. One estimate will be the cost of the repairs with the motor returned in four (4) working days. The second estimate will be the cost of the repairs with the motor returned in the maximum time frame of seven (7) working days. H. Working days shall be Monday through Friday — excluding Saturday, Sunday, and national and City holidays. Repair time will begin when the Contractor receives approval to proceed with the repairs. Repair time ends when the repaired motor is delivered to the City (either across the counter or delivered to a City facility). I. Contractor shall paint stencil site name and pump number on motor body. r) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85741 PAGE 7 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791.4735 2.4 Estimate for Repairs A. Contractor shall provide an estimate for motor repair before proceeding with any work. Estimates must be provided within twenty-four (24) hours of the Contractor receiving the motor. Estimates should also always Include the cost of a new motor as an alternative. B. Contractor shall inspect the equipment and make recommendations for repair, within the specified timeframes of initial contact by City personnel. Examples of diagnostic work are as follows: L Diagnose motor, electrical and control problems and make recommendations for repair. ii. Removal and replacement of motors and rewind. iii. Evaluate electrical supply problems. iv. Diagnose and make recommendations for repair of system components. V. Diagnose and make recommendations for repair of motor control systems. C. if the motor repair cost exceeds 60% of the cost of a new motor, based on quotes from Contractor and other City suppliers, the City reserves the right to replace the motor rather than repair it. The City reserves the right to make a determination within 48 hours of the quote submittal during the repair process to replace the motor with a new one, depending upon the situation. D, No additional costs other than for the tear down and the estimate will be charged to the City if the motor is not repaired. At the City's option, all non -repaired motors and parts will be returned to the j City. 2.5 Motor Starter, Controls Analysis and Repair A. The Contractor may be requested to analyze a malfunctioning or failed motor starter system in order to determine cause and corrective action. The Contractor shall charge for this service according to the prices on Group 2 of the Price Sheet. B. Results of the analysis shall contain pertinent nameplate information from the equipment so as to identify units distinctly. If no such model numbers and/or serial numbers are available, the Contractor shall use the best information available. All reports shall provide general Identification, including site name, unit number (pump number, etc) C. The analysis report shall list all diagnostic tests made. Each diagnostic test shall include numeric values including units of measure (Volts, Ohms, Degrees Fahrenheit, etc) where available and expected values of the result for comparison, D. Where test equipment observations (e g, thermal imaging or data logger graphing) are made to support analysis, representative images shall be contained in the report. Soft copies (computer format data) of the result shall be made available upon request. Time and dates indicated in the observations shall be reasonably accurate. E. When analysis requires testing over a period of time to troubleshoot an intermittent condition for example, the Contractor shall make testing equipment and apparatus under test safe as practicable. In the event that test equipment is deployed as described where energized wiring is in a state not originally designed, appropriate hazard placards shall be deployed to alert passing staff of hazardous conditions and to maintain an appropriate distance. The Contractor shall make test equipment secure to prevent its loss. F. The Contractor shall, In writing, describe in detail the observations made and condition found. Furthermore if repairs or service is warranted, corrective action to remedy problems found shall be indicated and be supported by findings in the report. G. If requested, the Contractor may email analysis reporting to the City in lieu of hard copy reports. H. If the City opts to retain the Contractor to make repairs, The Contractor shall charge for this service according to the prices on Group 2 of the Price Sheet. L) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO, 961530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 8 OF 35 CONTRACT OFFICER: CAROLE QUINTANA i PH: (520) 791-4121 / FAX: (520) 791-4735 2.6 Electric Motor Purchase Specifications A. Provide for the purchase, Installation and standard manufacturer's warranty for new or replacement electric motors. Examples are specified below; B. New or Replacement motors should meet NEMA Premium Energy Efficiency standards for maximum energy savings and longer service life. C. Motors meeting the NEMA Premium Efficiency standards should have a three year manufacturer warranty. D. In the event of any recall notice, technical service bulletin, or other important notification affecting equipment purchased from this contract, a notice shall be sent to the Contract Representative. It shall be the responsibility of the contractors to assure that all recall notices are sent directly to the agencies Contract Representative, E. Each new or replacement motor will be delivered with two (2) operators manuals. Exhaust Fan Motor Pump Motor Pump Motor Frame 184T 182T 286T Enci ODP ODP OPSB H.P. 5 3 30 Volts 208 208 200 Amps 14 8.7 81 RPM 1740 1765 1770 Hz. 60 60 60 Ph. 3 3 3 Ser.F 1.15 1.15 1.15 Duty Cont.@ Cont.@ Cont.@ 40C Amb. 40C Amb. 40C Amb. B. New or Replacement motors should meet NEMA Premium Energy Efficiency standards for maximum energy savings and longer service life. C. Motors meeting the NEMA Premium Efficiency standards should have a three year manufacturer warranty. D. In the event of any recall notice, technical service bulletin, or other important notification affecting equipment purchased from this contract, a notice shall be sent to the Contract Representative. It shall be the responsibility of the contractors to assure that all recall notices are sent directly to the agencies Contract Representative, E. Each new or replacement motor will be delivered with two (2) operators manuals. L) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 9 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 INSTRUCTIONS TO OFFERORS 1. DEFINITION OF KEY WORDS USED iN THE SOLICITATION: For purposes of this solicitation and subsequent contract, the following definitions shall apply: City: The City of Tucson, Arizona Contract: The legal agreement executed between the City and the Contractor/Consultant. The Contract shall include this RFP document Incorporated herein by reference, all terms, conditions, specifications, scope of work, Amendments, the Contractor's offer and negotiated items as accepted by the City. Contractor/Consultant: The individual, partnership, or corporation who, as a result of the competitive solicitation process, Is awarded a contract by the City. Contract Representative: The City employee or employees who have specifically been designated to act as a contact person or persons to the Contractor, and is responsible for monitoring and overseeing the Contractor's performance under this Contract. Director of Procurement: The contracting authority for the City, authorized to sign contracts and amendments thereto on behalf of the City. May: Indicates something that is not mandatory but permissible. Offeror: The individual, partnership, or corporation who submits a proposal In response to a solicitation. Shall, Will, Must: Indicates a mandatory requirement. Failure to meet these mandatory requirements, if they constitute a substantive requirement, may, at the City's sole discretion, result In the rejection of a proposal as non-responsive. Should: Indicates something that Is recommended but not mandatory, If the Offeror falls to provide recommended information, the City may, at its sole option, ask the Offeror to provide the information or evaluate the proposal without the information. 2. PRE -PROPOSAL CONFERENCE: If scheduled, the date and time of a Pre -Proposal conference is indicated on the cover page of this document. Attendance at this conference is not mandatory. Written minutes and/or notes will not be available, therefore attendance is encouraged. If an Offeror is unable to attend the Pre -Proposal Conference questions may be submitted in writing. Offerors are encouraged to submit written questions, via electronic mail or facsimile, at least five days prior to the Request for Proposal due date to the Contract Officer listed above. The purpose of this conference will be to clarify the contents of this Request for Proposal in order to prevent any misunderstanding of the City's position. Any doubt as to the requirements of this Request for Proposal or any apparent omisslon or discrepancy should be presented to the City at this conference. The City will then determine the appropriate action necessary, if any, and may issue a written amendment to the Request for Proposal. Oral statements or Instructions will not constitute an amendment to this Request for Proposal. 3. INQUIRIES: Any question related to the Request for Proposal shall be directed to the Contract Officer whose name appears above. An offeror shall not contact or ask questions of the department for whom the requirement Is being procured. The Contract Officer may require any and all questions be submitted in writing, Offerors are encouraged to submit written questions via electronic mail or facsimile, at least five days prior to the proposal due date. Any correspondence related to a solicitation should refer to the appropriate Request for Proposal number, page and paragraph number. An envelope containing questions should be identified as such, otherwise it may not be opened until after the official proposal due date and time. Oral interpretations or clarifications will be without legal effect. Only questions answered by a formal written amendment to the Request for Proposal will be binding. 4. AMENDMENT OF REQUEST FOR PROPOSAL: The Offeror shall acknowledge receipt of a Request for Proposal Amendment by signing and returning the document by the specified due date and time. 5. FAMILIARIZATION OF SCOPE OF WORK: Before submitting a proposal, each offeror shall familiarize itself with the Scope of Work, laws, regulations and other factors affecting contract performance. The Offeror shall be responsible for fully understanding the requirements of the subsequent Contract and otherwise satisfy itself as to the expense and difficulties accompanying the fulfillment of contract requirements. The submission of a proposal will constitute a representation of compliance by the Offeror, There will be no subsequent financial adjustment, other than that provided by the subsequent Contract, for lack of such familiarization. 8. PREPARATION OF PROPOSAL: A. All proposals shall be on the forms provided in this Request for Proposal package. it is permissible to copy these forms as required. Facsimiles or electronic mail proposals shall not be considered. B. At a minimum, your proposal should include the signed Offer and Acceptance form, signed copies of any solicitation amendments, completed Price Page and your response to all evaluation criteria. C. The Offer and Acceptance page shall be signed by a person authorized to submit an offer. An authorized signature on the Offer and Acceptance page, Proposal Amendment(s), or cover letter accompanying the proposal documents shall constitute an irrevocable offer to sell the good and/or service specified herein. Offeror shall submit any additional requested documentation, signifying intent to be bound by the terms of the agreement. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO.161530 PAGE 10 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 D. The authorized person signing the proposal shall initial erasure, interlineations or other modifications on the proposal. E. In case of error in the extension of prices in the proposal, unit price shall govern when applicable. F. Periods of time, stated as a number of days, shall be in calendar days. G. It Is the responsibility of all offerors to examine the entire Request for Proposal package and seek clarification of any requirement that may not be clear and to check all responses for accuracy before submitting a proposal. Negligence in preparing a proposal confers no right of withdrawal after due date and time. H. The City shall not reimburse the cost of developing, presenting, submitting or providing any response to this solicitation. I. Offeror must list any subcontractors to be utilized In the performance of the services specified herein. For each subcontractor, details on respective qualifications must be included. 7. PAYMENT DISCOUNTS: Payment discount periods shall be computed from the date of receipt of the material/service or correct invoice, whichever is later, to the date City's payment warrant is mailed. Unless freight and other charges are itemized, any discount provided shall be taken on full amount of invoice. Payment discounts of twenty-one calendar days or more shall be deducted from the proposed price In determining the price points. However, the City shall be entitled to take advantage of any payment discount offered by a vendor provided payment is made within the discount period. The payment discount shall apply to all purchases and to all payment methods. 8. TAXES: The City of Tucson is exempt from federal excise tax, including the federal transportation tax 9. PROPOSALlSUBMITTAL FORMAT: An original and 8 copies (9 total) of each proposal should be submitted on the forms and in the format specified in the RFP. Offerors shall also submit one electronic copy of the proposal on cd, disc or zip disc in IVIS Office 2003 or .pdf format. Any confidential information shall be submitted on a separate cd, disc or zip disc. The original copy of the proposal should be clearly labeled "Original" and shall be single -sided, three hole punched and in a binder. The material should be in sequence and related to the RFP. The sections of the submittal should be tabbed, clearly identiflable and should include a minimum of the following sections: the completed Offer and Acceptance Form, all signed Amendments, a Copy of this RFP document and the Offeror's response to the Evaluation Criteria Including the completed Price Page. Failure to include the requested information may have a negative Impact on the evaluation of the offeror's proposal. 10. EXCEPTIONS TO CONTRACT PROVISIONS: A response to any Request for Proposal is an offer to contract with the City based upon the contract provisions contained in the City's Request for Proposal, including but not limited to, the specifications, scope of work and any terms and conditions, Offerors who wish to propose modifications to the contract provisions must clearly identify the proposed deviations and any proposed substitute language. The provisions of the Request for Proposal cannot be modified without the express written approval of the Director or his designee. If a proposal or offer is returned with modifications to the contract provisions that are not expressly approved in writing by the Director or his designee, the contract provisions contained in the City's Request for Proposal shall prevail. 11. PUBLIC RECORD: All proposals submitted In response to this Request for Proposal shall become the property of the City and shall become a matter of public record available for review subsequent to the award notification. 12, CONFIDENTIAL INFORMATION: The City of Tucson is obligated to abide by all public Information laws. If an Offeror believes that any portion of a proposal, offer, specification, protest or correspondence contains information that should be withheld, a statement advising the Contract Officer of this fact should accompany the submission and the Information shall be so identified wherever it appears. The City shall review all requests for confidentiality and may provide a written determination to designate specified documents confidential or the request may be denied. Price is not confidential and will not be withheld. If the confidential request is denied, such Information shall be disclosed as public information, unless the offeror submits a formal written objection. 13, CERTIFICATION: By signature on the Offer and Acceptance page, solicitation Amendment(s), or cover letter accompanying the submittal documents, Offeror certifies: A. The submission of the offer did not involve collusion cr other anti-competitive practices. B. The Offeror shall not discriminate against any employee or applicant for employment In violation of Federal or State law. C. The Offeror has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, meal or service to a public servant in connection with the submitted offer. D. The Offeror hereby certifies that the individual signing the submittal Is an authorized agent for the Offeror and has the authority to bind the Offeror to the Contract. E) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO.161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 11 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 14. WHERE TO SUBMIT PROPOSALS: In order to be considered, the Offeror must complete and submit its proposal to the City of Tucson Department of Procurement at the location indicated, prior to or at the exact date and time indicated on the Notice of Request for Proposal page. The Offeror's proposal shall be submitted in a sealed envelope. The words "SEALED PROPOSAL" with the REQUEST FOR PROPOSAL TiTLE, REQUEST FOR PROPOSAL NUMBER, PROPOSAL DUE DATE AND TIME and OFFEROR'S NAME AND ADDRESS shall be written on the envelope. 15. LATE PROPOSALS: Late proposals will be rejected. 16. OFFER AND ACCEPTANCE PERIOD: In order to allow for an adequate evaluation, the City requires an offer in response to this solicitation to be valid and Irrevocable for ninety (90) days after the proposal due date and time. 17. WITHDRAWAL OF PROPOSAL: At any time prior to the specified solicitation due date and time, an offeror may formally withdraw the proposal by a written letter, facsimile or electronic mail from the Offeror or a designated representative. Telephonic or oral withdrawals shall not be considered. 18. DISCUSSIONS: The City reserves the right to conduct discussions with offerors for the purpose of eliminating minor Irregularities, informalities, or apparent clerical mistakes in the proposal in order to clarify an offer and assure full understanding of, and responsiveness to, solicitation requirements. 19. CONTRACT NEGOTIATIONS: Exclusive or concurrent negotiations may be conducted with responsible offeror(s) for the purpose of altering or otherwise changing the conditions, terms and price of the proposed contract unless prohibited. Offerors shall be accorded fair and equal treatment in conducting negotiations and there shall be no disclosure of any information derived from proposals submitted by competing offerors. Exclusive or concurrent negotiations shall not constitute a contract award nor shall it confer any property rights to the successful offeror. In the event the City deems that negotiations are not progressing, the City may formally terminate these negotiations and may enter into subsequent concurrent or exclusive negotlatlons with the next most qualified firm(s). 20. VENDOR APPLICATION: Prior to the award of a Contract, the successful offeror shall register with the City's Department of Procurement. Registration can be completed at http:Lvyww.tucsonp[Qgurement.com/ by clicking on Vendor Services. Please note that email notifications of newly published solicitations and amendments will be provided to those vendors that select email as their preferred delivery method In their vendor record. 21. CITY OF TUCSON BUSINESS LICENSE: It Is the responsibility of the Contractor to have a City of Tucson Business License throughout the life of this contract or a written determination from the City's Business License Section that a license Is not required. At any time during the contract, the City may request the Contractor to provide a valid copy of the business license or a written determination that a business license is not required. Application for a City Business License can be completed at 1ZpAwww.tucsonaz , v/etax. For questions contact the City's Business License Section at (520) 791-4566 or email at tax-IicenseCa7t�.tco o_v. 22. UPON NOTICE OF INTENT TO AWARD: The apparent successful offeror shall sign and file with the City, within five (5) days after Notice of Intent to Award, all documents necessary to the successful execution of the Contract. 22. AWARD OF CONTRACT: Notwithstanding any other provision of the Request for Proposal, the City reserves the right to: (1) waive any immaterial defect or informality; or (2) reject any or all proposals, or portions thereof; or (3) reissue the Request for Proposal. A response to this Request for Proposal Is an offer to contract with the City based upon the terms, conditions and Scope of Work contained in the City's Request for Proposal. Proposals do not become contracts unless and until they are executed by the City's Director of Procurement and the City Attorney. A contract has its inception in the award, eliminating a formal signing of a separate contract, All of the terms and conditions of the contract are contained in the Request for Proposal, unless any of the terms and conditions are modified by a Request for Proposal amendment, a Contract Amendment, or by mutually agreed terms and conditions in the Contract documents. 23. PROPOSAL RESULTS: The name(s) of the successful offeror(s) will be posted on the Procurement Department's Internet site at http:!/www.tucsonprowrement con)/ upon issuance of a Notice of Intent to Award or upon final contract execution. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85741 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 12 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX; (520) 791-4735 24. PROTESTS: A protest shall be in writing and shall be filed with the Director of Procurement. A protest of a Request for Proposal shall be received at the Department of Procurement not less than five (5) working days before the Request for Proposal due date. A protest of a proposed award or of an award shall be filed within ten (10) days after Issuance of notification of award or issuance of a notice of intent to award, as applicable. A protest shall include: A. The name, address, and telephone number of tho protestant; B. The signature of the protestant or Its representative; C. Identification of the Request for Proposal or Contract number; D. A detailed statement of the legal and factual grounds of protest Including copies of relevant documents; and E. The form of relief requested. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 Z) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 13 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 LIVING WAGE REQUIREMENT Chapter 28, Article XIV of the Tucson Procurement Code requires that a living wage be paid to certain employees of Contractors and their applicable subcontractors who are performing services for the City of Tucson. This solicitation, and the resulting Contract, is subject to the referenced Article. By signing the Offer and Acceptance page, Bidder/Offeror agrees to comply with the requirements of the Article. In accordance with Sec. 28-155 of the Tucson Procurement Code, an eligible employee is defined as an employee of the Contractor or their subcontractor who: (a) is not a person who provides volunteer services that are uncompensated except for reimbursement of expenses such as meals, parking or transportation; (b) expends chargeable time providing services to the City and on City property; (c) Is at lease sixteen (16) years of age. Eligible employees shall be paid no less than the living wage for the time they spend providing services to the City on City property. In accordance with Sec. 28-157 of the Tucson Procurement Code, the living wage is as follows: + If health benefits are offered, and if the Contractor pays no less than f fty (50) percent of the eligible employee's health benefits premium, a wage of no less than $10.39 per hour; or • If no health benefits are offered, or if the Contractor pays less than fifty (50) percent of the eligible employee's health benefits premium, a wage of no less than $11.62 per hour. Proof of compliance with this policy shall be provided by the successful Bidder/Offeror upon notification by the City of Its intent to award a Contract. Notwithstanding the Severability clause under the Standard Terms and Conditions section of this document, if the provisions of this clause become unenforceable for any reason, the City reserves the right to terminate this Contract without penalty or liability. In the event the City negotiates an adjustment to the terms, conditions, or price acceptable to the parties, then this Contract shall continue until expiration. In accordance with Sec. 28-158 of the Tucson Procurement Code, the following shall apply to compliance with wage requirement: The City's Director of Procurement shall monitor compliance, including the investigation of claimed violations, and may promulgate administrative rules and regulations to implement and enforce this Article. In the event of any violation of the provisions set forth in this Article, the responsible Contractor and any applicable subcontractors shall be liable for the unpaid wages and shall pay the eligible employee any amounts underpaid. The City's Director of Procurement Is additionally authorized to take any one or more of the following remedies in the event of a written determination of noncompliance: (a) Liquidated damages paid to the City in the amount of $50.00 for each incidence of non-compliance for each day of non-compliance and/or each day it continues; (b) Suspension of further payments under the Contract until the violation has ceased; (c) Suspend and/or terminate the Contract for cause; and/or (d) Debar or suspend the Contractor or subcontractor from future City contracts pursuant to Tucson Procurement Code, Chapter 28, Article IX. Protests or appeals of the Director's remedies for non-compliance shall be in accordance with Article IX. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 14 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 7914121 / FAX: (520) 791-4735 In accordance with Sec. 28-159 of the Tucson Procurement Code, the following shall apply to records: (a) The Contractor and any applicable subcontractor shall make the records required available for inspection, copying, or transcription by authorized representatives of the City's Director of Procurement, and shall permit such representatives to Interview employees during working hours on the job. If the Contractor and any applicable subcontractor fails to submit the required records or make them available, the Director may, after written notice to the Contractor, take such action as may be necessary to cause the suspension of any further payment, advance, or guarantee of funds. Furthermore, failure to submit the required records upon request or to make such records available may be grounds for debarment action pursuant to Article IX. (b) Payrolls and basic records relating thereto shall be maintained by the Contractor during the course of the work and preserved for a period of three years thereafter for all eligible employees. Such records shall contain the name, address, and social security number of each such worker, his or her correct classification, hourly rates of wages paid, daily and weekly number of hours worked, deductions made, and actual wages paid. All inquiries regarding the Living Wage program may be directed to the Contract Officer responsible for this solicitation. 1) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 5TH FLOOR, TUCSON, AZ 85701 PAGE 15 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 CITY OF TUCSON CERTIFICATION OF LIVING WAGE PAYMENTS (This form must be completed by the Contractor and each applicable subcontractor.) Contract Number: 1 b 1 15, -3 0 Contractor or Sub Name:, TCIL/ i _ M o+ -O .QrV Ct �0, , Z,(,e- (Please Check Only One of the Following Two Options) do hereby agree to pay all eligible employees working on the above -referenced contract a minimum of $10.39 per hour and provide health benefits. I also agree to pay at least 50% of the eligible employees' health benefits premium. Our firm's health insurance provider(s) are listed below: Name of Health Insurance Company: (A,ni40,E L+� c �imrcji cc., Address:�'' G I o I ., , I � n� o '" - o 16- 1 Telephone:_ $ $ E q o), Fax Number: Plan or Program Number: D JL8 I 1 tAR 6 JA0Y G. + 4 � �I �, `� `-� � �- C - W D yC -I-- 4 Monthly premium paid by employer. --a ► Monthly premium paid by employee—„. Name of Health Insurance Company: Address: Telephone: Fax Number: Plan or Program Number: Monthly premium paid by employer: Monthly premium paid by employee I do hereby agree to pay all eligible employees working on the above -referenced contract a minimum of $11.52 per hour. I do not offer health benefits to eligible employees working on this contract and/or I rho not pay at least 50% of the eligible employees' health benefits premium. (Contractor/Sub-Contractor Name) (Date) by (Slgnature) 6e G (�t (t''�('` �c r _. ��.�tt. s ul (Title) CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 65701 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 10 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 D. The authorized person signing the proposal shall initial erasure, interiineations or other modifications on the proposal. E. In case of error in the extension of prices in the proposal, unit price shall govern when applicable. F. Periods of time, stated as a number of days, shall be in calendar days. G. It is the responsibility of all offerors to examine the entire Request for Proposal package and seek clarification of any requirement that may not be clear and to check all responses for accuracy before submitting a proposal. Negligence in preparing a proposal confers no right of withdrawal after duo date and time. H. The City shall not reimburse the cost of developing, presenting, submitting or providing any response to this solicitation. I. Offeror must list any subcontractors to be utilized in the performance of the services specified herein. For each subcontractor, details on respective qualifications must be included. 7. PAYMENT DISCOUNTS: Payment discount periods shall be computed from the date of receipt of the materiallservice or correct invoice, whichever is later, to the date City's payment warrant is mailed. Unless freight and other charges are Itemized, any discount provided shall be taken on full amount of invoice. Payment discounts of twenty-one calendar days or more shall be deducted from the proposed price In determining the price points. However, the City shall be entitled to take advantage of any payment discount offered by a vendor provided payment Is made within the discount period. The payment discount shall apply to all purchases and to all payment methods. &. TAXES: The City of Tucson is exempt from federal excise tax, including the federal transportation tax. 9. PROPOSAL/SUBMITTAL FORMAT: An original and 6 copies (9 total) of each proposal should be submitted on the forms and In the format specified in the RFP. Offerors shall also submit one electronic copy of the proposal on cd, disc or zip disc in MS Office 2003 or .pdf format. Any confidential information shall be submitted on a separate cd, disc or zip disc. The original copy of the proposal should be clearly labeled "Original" and shall be single -sided, three hole punched and in a binder. The material should bo In sequence and related to the RFP. The sections of the submittal should be tabbed, clearly Identifiable and should include a minimum of the following sections: the completed Offer and Acceptance Form, all signed Amendments, a copy of this RFP document and the Offeror's response to the Evaluation Criteria Including the completed Price Page. Failure to include the requested information may have a negative impact on the evaluation of the offeroes proposal. 10. EXCEPTIONS TO CONTRACT PROVISIONS: A response to any Request for Proposal Is an offer to contract with the City based upon the contract provisions contained in the City's Request for Proposal, including but not limited to, the specifications, scope of work and any terms and conditions. Offerors who wish to propose modifications to the contract provisions must clearly identify the proposed deviations and any proposed substitute language. The provisions of the Request for Proposal cannot be modified without the express written approval of the Director or his designee. if a proposal or offer is returned with modifications to the contract provisions that are not expressly approved in writing by the Director or his designee, the contract provisions contained in the City's Request for Proposal shall prevail. 11. PUBLIC RECORD: All proposals submitted In response to this Request for Proposal shall become the property of the City and shall become a matter of public record available for review subsequent to the award notification. 12. CONFIDENTIAL INFORMATION: The City of Tucson is obligated to abide by all public Information laws. If an Offeror believes that any portion of a proposal, offer, specification, protest or correspondence contains Information that should be withheld, a statement advising the Contract Officer of this fact should accompany the submission and the information shall be so Identified wherever it appears. The City shall review all requests for confidentiality and may provide a wrltten determination to designate specified documents confidential or the request may be denied. Price is not confidential and will not be withheld. if the confidential request is denied, such information shall be disclosed as public Information, unless the offeror submits a formal written objection. 13. CERTIFICATION: By signature on the Offer and Acceptance page, solicitation Amendment(s), or cover letter accompanying the submittal documents, Offeror certifies: A. The submission of the offer did not involve collusion or other anti-competitive practices. B. The Offeror shall not discriminate against any employee or applicant for employment in violation of Federal or State law. C. The Offeror has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, meal or service, to a public servant In connection with the submitted offer. D. The Offeror hereby certifies that the individual signing the submittal is an authorized agent for the Offeror and has the authority to bind the Offeror to the Contract. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 16 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 PROPOSAL EVALUATION REQUIREMENTS I. PROPOSAL EVALUATION CRITERIA — (listed in relative order of Importance) A. Method of Approach B. Price Proposal C. Qualifications & Experience 11. REQUIREMENTS SPECIFIC TO EVALUATION CRITERIA: The narrative portion and the materials presented In response to this Request for Proposal should be submitted in the same order as requested and must contain, at a minimum, the following: A. Method of Approach 1. Offeror shall prepare a detailed Method of Approach to the Scope of Work which indicates the service proposed to be performed by the Offeror. This section should confirm the Offeror's understanding of this RFP and should address all the requirements specified in the Scope of Work. Offeror should clearly outline the approach of the firm In meeting the responsibilities that the City has outlined. Additional information shall be provided as follows: 2. A detailed list of equipment the Offeror proposes to provide in the performance of the Contract. 3. A detailed description of procedures the Offeror proposes to use to perform both the motor rewind and repairs. 4. A detailed description of how the Offeror will provide for the special needs of City Departments, as outlined in the Scope of Work. 5. Type of reporting available to report the number of jobs and type of work performed under the Contract. 6. Process to receive, track, diagnose and exchange repaired but defective units. B. Price Proposal 1. Provide price proposal as requested on the Price Page attached herein. 2. As stated in the Instructions to Offerors, 7. Discounts, the price(s) herein can be discounted by __V_%, If payment is made within days. These payment terms shall apply to all purchases and to all payment methods. 3. Cooperative Purchasing Program: Will your firm provide the City of Tucson, as the lead agency on this regional contract, a rebate in the form of a percentage of sales based upon the other agencies sales? Yes No If yes, state proposed percentage: % 4. Will payment be accepted via commercial credit card? — _Yes No a. If yes, can commercial payment(s) be made online? ^yes No b. Will a third party be processing the commercial credit card payment(s)? Yes No c. If yes, indicate the flat fee per transaction $ (as allowable, per Sectlon 5.2.E of Visa Operating Regulations), d. If "no" to above, will consideration be given to accept the card? �es —No 5. Does your firm have a City of Tucson Business License? _Yes No If yes, please provide a copy of your City of Tucson Business license. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 C. Qualifications & Experience Zj ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 17 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 1. Provide a brief history of the firm. 2. Provide a detailed description of your shop including facility, location(s), equipment and supplies. 3. Identify your key personnel and the positions they will hold in the performance of services under the contract. 4. Provide resumes that demonstrate the qualifications and experience of key personnel. Provide personnel trained and properly equipped for confined space entry. (A letter on contractor letterhead with the list of names and the certification dates of the confined space entry training will be sufficient.) 5. Provide at least three (3) references for work that is similar in scope to the Scope of Work of this contract. 6. Contractor must provide a certificate or other proof of membership in good standing in the Electrical Apparatus Service Association (EASA). (The certificate from EASA or other documentation stating this will be sufficient.) 7. Provide a copy of the guidelines of another recognized sanctioning body in the electrical apparatus service industry that you abide by. B. Provide a copy of firm's guidelines for electric motor rebuilding and repair. III. GENERAL A. Shortlist: The City reserves the right to shortlist the offerors on all of the stated criteria. However, the City may determine that shortlisting is not necessary. B. Interviews: The City reserves the right to conduct Interviews with some or all of the offerors at any point during the evaluation process. However, the City may determine that interviews are not necessary. In the event interviews are conducted, information provided during the interview process shall be taken into consideration when evaluating the stated criteria. The City shall not reimburse the offeror for the costs associated with the interview process. C. Additional Investigations: The City reserves the right to make such additional investigations as it deems necessary to establish the competence and financial stability of any offeror submitting a proposal. D. Prior Experience: Experiences with the City and entities that evaluation committee members represent and that are not specifically mentioned in the solicitation response may be taken into consideration when evaluating offers. E. Multiple Awards: To provide adequate contract coverage, at the City's sole discretion, multiple awards may be made. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 8TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 18 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791.4121 1 FAX: (520) 791-4735 SPECIAL TERMS AND CONDITIONS 1. AWARD: Award shall be made by Group. Offerors need not submit on both Groups 1 and 2 in order to be considered for award. To provide adequate coverage, at the City's sole discretion, multiple awards may be made. 2. COOPERATIVE PURCHASING; Any Contract resulting from this solicitation shall be for the use of the City of Tucson, in addition, public and nonprofit agencies that have entered Into a Cooperative Purchasing Agreement with the City of Tucson's Department of Procurement are eligible to participate In any subsequent Contract, See www.tucsonaz.gov(0 cure and click on Cooperatives for a list of the public and nonprofit agencies that have currently entered Into Cooperative Purchasing Agreements with the City of Tucson. Additionally, this contract is eligible for use by the Strategic Alliance for Volume Expenditures (SAVE) cooperative. See http://www.madcopa.gov/Materials/SAVE/sove- members.pdf for a listing of participating agencies. The parties agree that these lists are subject to change. Any orders placed to, or services required from, the successful Contractor(s) will be requested by each participating agency. Payment for purchases made under this agreement will be the sole responsibility of each participating agency. The Contractor may negotiate additional expenses incurred as a result of participating agencies' usage of this contract (i.e., freight charges, travel related expenses, etc.). The City shall not be responsible for any disputes arising out of transactions made by others. The Contractor(s) will provide an electronic copy of the complete Contract to the City of Tucson Department of Procurement upon receipt of the Notice of Intent to Award. At the City's request, the successful Contractor(s) may also be requested to provide an electronic copy of the complete Contract to a participating agency. INSURANCE: The Contractor agrees to: A. Obtain Insurance coverage of the types and amount required in this section and keep such insurance coverage in force throughout the life of this contract. All policies will contain an endorsement providing that written notice be given to the City at least 30 days prior to termination or cancellation in coverage in any policy, and 10 days notice for cancellation due to non-payment in premium. B. The Commercial General Liability Insurance and Commercial Automobile Liability Insurance policies will Include the City as an additional insured with respect to liability arising out of the performance of this contract. Such additional insured shall be covered to the full limits of liability purchased by the Contractor, even if those limits of liability are in excess of those required by this Contract. The insurance hereunder will be primary and that any Insurance carried by the City will be excess and not contributing. C. Provide and maintain minimum insurance limits as applicable: COVERAGE LIMITS OF LIABILITY _ .r,>1mercl�l �ene:altl�l� "i(��•�/.-�:�.:rv:.- f�,,,t� ,, „ C-. -,- ?'�l�[..ta„.,�r�xn•:., �• >.,s".M?.+ivir,Y.,r�j i s ..r-::�:.;.=,,. .• x 4' tea. {.: i _ Policy shall include Bodily Injury, Property Damage, Personal Injury ..e.t.a -./,.,...a';:, tiJh.h..�H, '".yj''y' ,•.yn: �. and Broad Form Contractual Liability Each Occurrence $1,000,000 General Aggregate $2,000,000 Products & Completed Operations Aggregate $2,000,000 Personal and Advertising Injury $1,000,000 Blanket Contractual Liability$1,000,000 1 Ir _`w '�... "(: y:':1: iG,..%::. �.h'.:74 r:p .:9 ,Commrcial;A4tb { :::: x ` ;: <., .-. .:.;.:.�.` .a- ill. (11': '✓: :', '. 5::, K.(:v' .�: -> •: _ :%3. 'r:.. . , .•'<<_::.' ,•:;:;. Policy shall include Bodily Injury and Property Damage, for any owned, Hired, and/or Non -owned vehicles used in the operation, Installation and maintenance of facilities under this agreement. Combined Single Limit $1,000,000 -;111 Vliot• ers' C.+►.perts�trE>o'ri lice. 1e to thetite'f �rina .', ^ F_ Per Occurrence Statutory Employer's Liability $1,000,000 Disease Each Employee $1,000,000 Disease Policy,Limit $1,000,000 `;111 `�rpie�;�t�inal�'��abi.,:. Er�or�'��: '�rirs .i::n• s ., .,. _ Q S lit adOlt Ortl1 F='11'> � i',' .... _.�...•;,.., r. [ ':2: `..:'v{S' `. 'i7:. •i'.:�i :\•. Each Claim ,� vrw'r f..-;'iyVq!' Y.t $1,000,000 Annual Aggregate $2000000 E) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 19 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 *1 Sole Proprietor/Independent Contractor designation Is given to those who desire to waive their rights for workers' compensation coverage and benefits as outlined in ARS§ 23-901 and specifically ARS § 23-961 (0). If applicable, please request the Sole Proprietor/Independent Contractor form from the Contract Officer listed in the solicitation. D. ADDITIONAL INSURANCE REQUIREMENTS: Policies shall be endorsed to Include the following provisions: 1. A waiver of subrogation endorsement in favor of the City of Tucson, for losses arising from work performed by or on behalf of the Contractor (including Worker's Compensation). 2. The insurance afforded the contractor shall be primary insurance and that any insurance carried by the City of Tucson and its agents, officials or employees shall be excess and not contributory. 3. Coverage provided by the Contractor shall not be limited to the liability assumed under the indemnification provisions of this Contract. E. NOTICE OF COVERAGE MODIFICATIONS: Any changes material to compliance with this contract in the insurance policies above shall require 10 days written notice from the Contractor to the City of Tucson. Such notice shall be sent directly to the Department of Procurement. F. ACCEPTABILITY OF INSURERS: Contractors insurance shall have an "A.M. Bese rating of not less than A:VII. The City of Tucson in no way warrants that the required minimum insurer rating is sufficient to protect the Contractor from potential Insurer Insolvency. G. VERIFICATION OF COVERAGE: Contractor shall furnish the City of Tucson with certificates of insurance (ACORD form or equivalent approved by the City of Tucson) as required by this Contract. The certificates for each insurance policy are to be signed by an authorized representative. All certificates and endorsements are to be received and approved by the City of Tucson before work commences. Each insurance policy required by this Contract must be in effect at or prior to commencement of work and remain in effect for the duration of the contract and two (2) years after completion. Failure to maintain the insurance policies as required by this Contract, or to provide evidence of renewal upon the City's request, is a material breach of contract. All certificates required by this Contract shall be sent directly to the Department of Procurement. The City of Tucson project/contract number and project description shall be noted on the certificate of insurance. The City of Tucson reserves the right to require complete copies of all insurance policies required by this Contract at any time. H. SUBCONTRACTORS: Contractors' certificate(s) shall include all subcontractors as insureds under its policies or Contractor shall furnish to the City of Tucson separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to the minimum requirements Identified above. EXCEPTIONS: In the event the Contractor or sub-contractor(s) is/are a public entity, then the Insurance Requirements shall not apply. Such public entity shall provide a Certificate of Self- Insurance, 3. MAINTENANCE FACILITIES: The equipment specified in this solicitation Is dependent upon the availability of prompt professional service. In order to be considered for award, each potential contractor is required to have existing maintenance facilities with sufficient parts inventory and trained technicians experienced in providing quality service on the equipment specified. Maintenance facilities are subject to Inspection by the City to determine adequacy. 4. PRICE ADJUSTMENT: The City will review fully documented requests for price adjustment after any Contract has been in effect for one (1) year. Any price adjustment will only be made at the time of Contract renewal and/or extension and will be a factor in the extension review process. The City will determine whether the requested price adjustment or an alternate option, is in the best interest of the City. Any price adjustment will be effective upon the effective date of the Contract extension. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL. Na. 161530 PAGE 20 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX (520) 791-1735 5. TERM AND RENEWAL: The term of the Contract shall commence upon award and shall remain in effect for a period of one (1) year, unless terminated, canceled or extended as otherwise provided herein. The Contractor agrees that the City of Tucson shall have the right, at its sole option, to renew the Contract for four (4) additional one-year periods or portions thereof. In the event that the City exercises such rights, all terms, conditions and provisions of the original Contract shall remain the same and apply during the renewal period with the possible exception of price and minor scope additions and/or deletions. 6. FOB DESTINATION FREIGHT PREPAID: Prices shall be FOB Destination Freight Prepaid to the delivery location designated. Contractor shall retain title and control of all goods until they are delivered and the Contract of coverage has been completed. All risk of transportation and all related charges shall be the responsibility of the Contractor. All claims for visible or concealed damage shall be filed by the Contractor. The City will assist the Contractor in arranging for inspection. ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 21 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH; (520) 791-4121 / FAX: (520) 791-4735 STANDARD TERMS AND CONDITIONS 1. ADVERTISING: Contractor shall not advertise or publish Information concerning this Contract without prior written consent of the City's Director of Procurement 2. AFFIRMATIVE ACTION: Contractor shall abide by the provisions of the Tucson Procurement Code Chapter 28, Article XI I. 3, AMERICANS WITH DISABILITIES ACT: The Contractor shall comply with all applicable provisions of the Americans with Disabilities Act (Public Law 101-336, 42 U.S.G. 12101, et seq.) and applicable Federal regulations under the Act. 4. APPLICABLE LAW: This Contract shall be governed, and the City and Contractor shall have all remedies afforded to each, by the Tucson Procurement Code and the law of the State of Arizona. State law claims shall be brought only in Pima County Superior Court. 6. ASSIGNMENT -DELEGATION: No right or interest in this Contract shall be assigned by the Contractor without prior written permission of the City, and no delegation of any duty of the Contractor shall be made without prior written permission of the City's Director of Procurement. The City shall not unreasonably withhold approval and shall notify the Contractor of the City's position by written notice. 6. CHILDISWEAT-FREE LABOR POLICY: The Contractor shall comply with all applicable provisions of the United States Federal and State Child Labor and Worker's Right laws and agrees If called upon to affirm in writing, that they, and any subcontractor involved In the provision of goods to the City, are in compliance. 7. CLEAN UP: The Contractor shall at all times keep the contract area, Including storage areas used by the Contractor, free from accumulation of waste material or rubbish and, prior to completion of the work, remove any rubbish from the premises and all tools, scaffolding, equipment and materials not property of the City. Upon completion of the repair, the Contractor shall leave the work and premises in clean, neat and workmanlike condition. 8. COMMENCEMENT OF WORK: The Contractor is cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives purchase order or Is otherwise directed to do so, In writing, by the City. 9. CONFIDENTIALITY OF RECORDS: The Contractor shall establish and maintain procedures and controls that are acceptable to the City for the purpose of assuring that no information contained in its records or obtained from the City or from others In carrying out its functions under the Contract shall be used by or disclosed by it, its agents, officers, or employees, except as required to efficiently perform duties under the Contract. Persons requesting such information should be referred to the City. Information pertaining to individual persons shall not be divulged other than to employees or officers of Contractor as needed for the performance of duties under the Contract, unless otherwise agreed to in writing by the City. 10. CONTRACT AMENDMENTS: The Procurement Department has the sole authority to: A. Amend the contract or enter into supplemental verbal or written agreements; B. Grant time extensions or contract renewals; C. Otherwise modify the scope or terms and provisions of the contract. This Contract shall only be modified with the approval of the Department of Procurement. Except in the case of a documented emergency, approval must be granted prior to performance. Any contract modification not explicitly approved by the Procurement Department through a written contract amendment or change order Is performed at the sole risk of the Contractor and may not be eligible for payment by the City. 11. CONTRACT: The Contract shall be based upon the Request for Proposal issued by the City and the Offer submitted by the Contractor in response to the Request for Proposal. The offer shall substantially conform to the terms, conditions, specifications and other requirements set forth within the text of the Request for Proposal. The City reserves the right to clarify any contractual terms with the concurrence of the Contractor; however, any substantial non -conformity in the offer, as determined by the City's Director of Procurement, shall be deemed non-responsive and the offer rejected. The Contract shall contain the entire agreement between the City of Tucson and the Contractor relating to this requirement and shall prevail over any and all previous agreements, contracts, proposals, negotiations, purchase orders, or master agreements in any form. 12, DEFAULT iN ONE INSTALLMENT TO CONSTITUTE TOTAL BREACH: Contractor shall deliver conforming materials in each installment or lot of this Contract and may not substitute nonconforming materials. Delivery of nonconforming materials, or default of any nature, may constitute breach of the Contract. Noncompliance may be deemed a cause for possible Contract termination. Bestway _Jett ie Motor Service, Co., Inc. psi IMQM vow 728 S, CAMPBELL AVE. / TUCSON, ARIZONA 857191 PHONE 520-884-9141 FAX 520.884.1850 AZ ROC 11180018 CR -29,11296811 CR -11 rewinding with Class M Spike Resistant Inverter Duty Magnet Wire, Vacuum Pressure Impregnation (VPI) varnish treatment, Painting, tagging, and final testing. Al of which follows EASA Standard AR100-2015 procedures and Is consistent with Scope of Work outlined in your General Requirements. Iii. Total Overhaul Plus Rewind Price; $8,260 I hope this information allows you to gain the understanding necessary to continue your evaluation of our proposal, Please let us know if you require any addition documentation or information. Very Best Regards, f� . Ray McDann.ell .VP.-Ope ratlon s.._..._._....... 4. Bestway's response to RFP #161530 LJ ORIGINAL Bestway Electric Motor Service Co. Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 857191 PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #184818 CR -290 #296811 CR -11 September 23, 2016 To: City of Tucson Department of Procurement Carole Quintana Contract Officer Subject: City of Tucson RFP 161530 Electric Motor and Controls: Rewind, Repair Services, and Purchases Dear Ms. Quintana: Bestway Electric Motor Service Co., Inc. is very pleased to offer the enclosed. offer for RFP 161530. Please note that we have not increased our labor rates since the last bid in 2011 for this contract. Although, according to the 2016 Vaughens's Price Guide, the western Region hourly rate is $86.60 per hour, which is providing you a 30% discount at $60. Per hour. We have valued the business over the years with the City of Tucson and look forward to the opportunity to continue providing our products and services. Thank you for the opportunity to submit this proposal. Pamela Kothe Secretary/Treasurer Z) ORIGINAL CITY OF TUCSON REQUEST FOR PROPOSAL REQUEST FOR PROPOSAL NUMBER: PROPOSAL DUE DATE: PROPOSAL SUBMITTAL LOCATION: MATERIAL OR SERVICE: PRE -PROPOSAL CONFERENCE DATE: TIME: LOCATION: CONTRACT OFFICER: TELEPHONE NUMBER: 161530 September 30, 2016, AT 4:00 P.M. LOCAL AZ TIME Department of Procurement 255 W. Alameda, 6'" Floor, Tucson, AZ 85701 ELECTRIC MOTOR AND MOTOR CONTROLS: REWIND, REPAIR SERVICES, AND PURCHASES Thursday, September % 2016 8:30 A.M. — 9:30 A.M LOCAL AZ TIME City Hall, Procurement a Floor Conference Room CAROLE QUINTANA (520) 837-4121 Carole.Quintana@tucsonaz.gov A copy of this solicitation and possible future amendments may be obtained from our Internet site at: http://www.tucsonprocurement.com/ by selecting the Bid Opportunities link and the associated solicitation number. The City does not mail out Notices of available solicitations via the U.S. Postal Service. Email notifications are sent to those interested offerors who are registered with us and who have selected email as their preferred delivery method. To register, please visit www.tucson rocure ent.com, click on Vendors, then click on Vendor Registration. To update an existing record, click on Vendors, click on What's New?, and read the section titled "Notice of Solicitations." You may also call (520) 791-4217 if you have questions. Competitive sealed proposals for the specified material or service shall be received by the Department of Procurement, 255 W. Alameda, 6th Floor, Tucson, Arizona 85701, until the date and time cited. Proposals must be in the actual possession of the Department of Procurement at the location indicated, on or prior to the exact date and time indicated above. Late proposals shall not be considered. The prevailing clock shall be the City Department of Procurement clock. Proposals must be submitted In a sealed envelope. The Request for Proposal number and the offeror's name and address should be clearly indicated on the outside of the envelope. All proposals must be completed In Ink or typewritten. Questions must be addressed to the Contract Officer listed above. ****ALERT**** Effective July 1, 2014, the City of Tucson's Small Business Enterprise (SBE) and Disadvantaged Business Enterprise (DBE) Program has moved to the Department of Procurement and has become the Business Enterprise and Compliance Program. To contact them, please call (520) 837-4000 or visit the website at hftp://www.tucsonprocurement.com/Bidders Page aspx and click on SBE or DBE. CQ/hb PUBLISH DATE: 09/01/2016 Revised 11/2014 CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 INTRODUCTION E) ORIGINAL REQUEST FOR PROPOSAL NO. 161534 PAGE 2 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 The City of Tucson is seeking proposals from qualified firms for the provision of Electric {Motor and Motor Controls: Rewind, Repair Services and Purchase. To provide adequate Contract coverage, the City intends to make multiple awards. Work will be performed on, but not restricted to: pumps, wells, boosters, and aerators. The City anticipates that it may spend approximately $100,000.00 per year on electric motor repair services and new or replacement motor purchases. However, services will be performed on an as -needed, if- needed fneeded basis and no volume of service should be assumed or is guaranteed. Proposed labor and service rates will also Include the repair of: • Variable Frequency Drives - installation, repair, troubleshooting and replacement • Soft Start Motor Controllers, and installation, repair, troubleshooting, and replacement • Standard motor controls repair, replacement, and troubleshooting in large motor control centers. Additionally, this contract will also include pump repair, rebuilding and replacement services as many of City motors (perhaps 50%) are connected to a sewage or sump pump. Such service would apply to any and all electrical powered equipment and all variations of motor controls. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 SCOPE OF WORK 1.0 GENERAL REQUIREMENTS 1.1 Contractor's Performance E) ORIGINAL REQUEST FOR PROPOSAL. NO. 961530 PAGE 3 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 A. All materials and workmanship provided to the City shall be of the highest industry standard. Materials purchased by the City through this contract shall be new and subject to inspection and approval by the City Representative prior to delivery. B. Contractor shall obtain all permits and licenses and pay all taxes, charges and fees necessary to perform the services under this contract. C. Contractor shall guarantee all work under this contract against defects of materials and/or workmanship for a period of one (1) year from the completion date. Chemical agents used shall be warranted for the labeled time period and shall not exceed the shelf time, if applicable. Contractor shall furnish Safety Data Sheets for all products required by OSHA Hazard Communications Regulations per 29 CFR Part 1910.1200. D. The Contractor shall furnish all necessary supplies, labor, vehicles and equipment to perforrn services. All supplies, labor, vehicles and equipment shall be compliant with the specifications, terms and provisions set forth herein and shall be subject to random, unannounced inspection by the City Representative. E. The City shall not provide office or storage space for the Contractor's supplies, vehicles or equipment. F. The Contractor shall outfit ail equipment and materials used with any and all such safety devices and warning mechanisms as may be necessary to advise and protect the public and prevent personal injury and property damage. G. Contractor warrants that the performance of services under this contract shall be compliant with the current requirements of the Occupational Safety and Health Act (OSHA) and as it may be amended or updated throughout the term of this contract. H. Maximum motor repair time must never exceed seven (7) working days; this includes the time taken to provide an estimate. 1.2 Pick-up and Delivery A. Contractor shall be responsible for pick-up and delivery of all motors when and where requested by the City. The Contractor shall perform all pick-up or delivery within twenty-four (24) hours of notification by the City. B. Pickup and delivery shall be F.O.B. Destination Freight Prepaid to and from various Tucson metropolitan area locations. C. Contractor shall offer over-the-counter servlce, maintaining normal business hours, for those City departments that do not request pick-up or delivery of the motors. D. A drop off ticket will be provided at time of delivery at vendor location, with Time, Date, City location (site name), work order # and City employee # of individual dropping off equipment. L) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W, ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 4 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 1.3 Warranty A. Contractor shall warrant that all equipment and parts furnished as new under this contract are newly manufactured and free from defects in material and workmanship for no less than one (1) year from the date the equipment is delivered. B. Contractor shall warrant that all rebuilt or repaired equipment and parts furnished under this contract meet manufacturer's specifications and are free from defects in material and workmanship for no less than one (1) year from the date the equipment is delivered. C. Warranty shall include accepted trade standards of quality, fitness for the intended uses, and conformance to promises or specified specifications. No other express or implied warranty shall eliminate the Contractor's liability as stated herein. D. Contractor shall warrant that all labor involved in the rewind and repair of electric motors and associated equipment for no less than one (1) year from the date the equipment is delivered. This includes, but is not limited to, general, welding and machine work labor. E. All defective products shall be replaced and exchanged by the Contractor. The cost of transportation, unpacking, inspection, re -packing, re -shipping or other like expenses shall be paid by the Contractor. All replacement products must be received by the City within five (5) days of initial notification. 1.4 Invoicing A. Invoices for work performed as described in Group 1 of the Price Page shall clearly be marked Group 1 and shall also show the Group letter, motor horsepower, City site name, pump number or address, complete description and manufacturer. Invoice must also have City employee I.D. B. Repairs on pre -NEMA motors and those repairs not covered in Group 1 shall be invoiced as bid on Group 2 of the Price Sheet. Invoices must show the actual parts and/or material used with the list price less the discount as shown on Group 2 of the Price Sheet. The number of hours of labor and, if necessary, machine work required to repair the item must also be shown on the invoice along with the flat rate per hour for each. These invoices shall be clearly marked Group 2. C. Contractor's designated representative shall return a call by city personnel within thirty (30) minutes of a left message at any time business or off hours. A competent service contractor technician shall be available to be onslte within two (2) hours of Initial contact by the City at any time. D. Contractor shall maintain an accurate report of the work activities of the personnel assigned and materials expended for this contract. Contractor shall initiate such record keeping at the time of award and shall retain all such files throughout the term of the contract. The Contractor shall provide an electronic copy of the report upon request to the Department of Procurement. The report shall show items serviced or provided, by City Department, including total amount spent by each City Department. 1.5 Key Personnel A. The Contractor must have the trained personnel and must have the equipment/supplies necessary to perform electromechanical repairs and rewinding on the electric motors owned by the City of Tucson as per the specifications, terms and conditions of this contract, CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, Az 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 5 OF 36 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 B. The Contractor shall have a minimum of two employees at the Contractor's facility whose primary job is the rebuilding and repairing of electric motors. C. Contractor's designated representative shall be available locally, able to respond within two (2) hours of initial contact and authorized to resolve management issues and respond to emergency requirements, D. An alternate representative shall also be designated and available within the Tucson metropolitan area in the event that the primary representative is unreachable in the event of an emergency. E. Provide 2 training days per year, in controlled location or field / site location. 2:0 PROCEDURE REQUIREMENTS 2.1 Equipment A. The Contractor's equipment must be sufficient to handle electric motors up to 500 H.P. B. The equipment required includes, but is not limited to, the following: 1. Lifting equipment (overhead crane, forklift) to safely move electric motors, motor/pump combinations and accessories weighing up to two tons. 2. Cleaning capability (power wash, "steam cleaning", sandblasting equipment) 3. Machine tools, micrometers, etc. 4. Welding equipment (stick, TIG, MIG) 5. Acetylene torch 6. Hydraulic bearing pullers 7. Lathes, milling machine, drill press of sufficient size 8. Dynamic balancing equipment & stand of sufficient capacity 9. Stator core loss tester of sufficient capacity 10. Temperature -regulated burn -off oven of sufficient size 11. Class H insulating materials including epoxy or polyester resin of sufficient quantity to treat new windings 12. Sufficient inventory of inverter -duty rated magnet wire 13. Dip tank of sufficient capacity 14. Vacuum Pressure Impregnation (VPI) system of sufficient size 15. 500 volt megohmeter 16. DC Hipot (high potential) tester of sufficient capacity 17. Surge comparison tester of sufficient capacity 18. Baking oven of sufficient size 19. Coil winding equipment of sufficient size 20. 460 volt test power supply to no load test run motors up to 500 HP a@ 460 VAC 21. Contractor must provide a vehicle with sufficient lift capacity to pick up and deliver motors weighing up to two tons (4000 pounds) or 500 HP motors. (The mode/ number and description of the vehicle(s) will be sufficient.) C. The Contractor's diagnostic equipment must be sufficient to handle controls and starters for electric motors up to 500 H.P. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 6 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 D. The field equipment required for analysis and troubleshooting includes but Is not limited to the following: 1. Infrared Thermal Imager 2. Power Quality Analyzer and Data Logger 3. Digital multimeter / oscilloscope 4. Vibration Scanner Analysls 5. Laser Alignment equipment 2.2 Guidelines A. The Contractor shall perform all electric motor rewinding, repairs and provision of motors according to the following guidelines: 1. The guidelines established in EASA (Electrical Apparatus Service Association) AR100.2001 RECOMMENDED PRACTICE, or latest revision, for the Repair of Rotating Electrical Apparatus. 2. The minimum class of insulation shall be class "H" as specified by NEMA. 3. Stator rewind shall include clean, dip and bake. 4. Vacuum Pressure Impregnation (VPI) shall be included on motors 50 HP and above. B. The Offeror shall provide a written copy of its own guidelines for electric motor rebuilding and repair. 2.3 Overhaul and Repair A. All repaired or completely overhauled motors shall be cleaned and freshly painted In a "like new" exterior appearance. B. All repaired or completely overhauled motors shall have a separate metal tag affixed, screwed or riveted next to the manufacture's I.D. metal plate with the Contractor's name, address, phone number and date of motor repair. C. Various departments will deliver (or the Contractor will pick-up at the City's discretion) intact motors to the repair facility and the Contractor will disassemble them. Most of these motors will be open drip proof motors. D. Upon completion and before delivery is taken on a motor overhaul or rewind, the motor or stator will be certified as surge comparison tested for winding condition and interrelationship. E. All complete overhauls for City Departments will require new bearings regardless of existing bearing conditions. F. In some cases, the City Department will request expedited service and motor repair time shall not exceed four (4) working days when requested. If expedited repair is requested, the contractor shall make clear in the estimate if overtime rates shall apply. The number of overtime hours shall be noted as a separate line item on the invoice. G. Upon request, Contractor shall provide two written estimates of the cost of repairs to the City Department before any work is performed. One estimate will be the cost of the repairs with the motor returned in four (4) working days. The second estimate will be the cost of the repairs with the motor returned in the maximum time frame of seven (7) working days. H. Working days shall be Monday through Friday — excluding Saturday, Sunday, and national and City holidays. Repair time will begin when the Contractor receives approval to proceed with the repairs. Repair time ends when the repaired motor is delivered to the City (either across the counter or delivered to a City facility). I. Contractor shall paint stencil site name and pump number on motor body. r) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85741 PAGE 7 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791.4735 2.4 Estimate for Repairs A. Contractor shall provide an estimate for motor repair before proceeding with any work. Estimates must be provided within twenty-four (24) hours of the Contractor receiving the motor. Estimates should also always Include the cost of a new motor as an alternative. B. Contractor shall inspect the equipment and make recommendations for repair, within the specified timeframes of initial contact by City personnel. Examples of diagnostic work are as follows: L Diagnose motor, electrical and control problems and make recommendations for repair. ii. Removal and replacement of motors and rewind. iii. Evaluate electrical supply problems. iv. Diagnose and make recommendations for repair of system components. V. Diagnose and make recommendations for repair of motor control systems. C. if the motor repair cost exceeds 60% of the cost of a new motor, based on quotes from Contractor and other City suppliers, the City reserves the right to replace the motor rather than repair it. The City reserves the right to make a determination within 48 hours of the quote submittal during the repair process to replace the motor with a new one, depending upon the situation. D, No additional costs other than for the tear down and the estimate will be charged to the City if the motor is not repaired. At the City's option, all non -repaired motors and parts will be returned to the j City. 2.5 Motor Starter, Controls Analysis and Repair A. The Contractor may be requested to analyze a malfunctioning or failed motor starter system in order to determine cause and corrective action. The Contractor shall charge for this service according to the prices on Group 2 of the Price Sheet. B. Results of the analysis shall contain pertinent nameplate information from the equipment so as to identify units distinctly. If no such model numbers and/or serial numbers are available, the Contractor shall use the best information available. All reports shall provide general Identification, including site name, unit number (pump number, etc) C. The analysis report shall list all diagnostic tests made. Each diagnostic test shall include numeric values including units of measure (Volts, Ohms, Degrees Fahrenheit, etc) where available and expected values of the result for comparison, D. Where test equipment observations (e g, thermal imaging or data logger graphing) are made to support analysis, representative images shall be contained in the report. Soft copies (computer format data) of the result shall be made available upon request. Time and dates indicated in the observations shall be reasonably accurate. E. When analysis requires testing over a period of time to troubleshoot an intermittent condition for example, the Contractor shall make testing equipment and apparatus under test safe as practicable. In the event that test equipment is deployed as described where energized wiring is in a state not originally designed, appropriate hazard placards shall be deployed to alert passing staff of hazardous conditions and to maintain an appropriate distance. The Contractor shall make test equipment secure to prevent its loss. F. The Contractor shall, In writing, describe in detail the observations made and condition found. Furthermore if repairs or service is warranted, corrective action to remedy problems found shall be indicated and be supported by findings in the report. G. If requested, the Contractor may email analysis reporting to the City in lieu of hard copy reports. H. If the City opts to retain the Contractor to make repairs, The Contractor shall charge for this service according to the prices on Group 2 of the Price Sheet. L) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO, 961530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 8 OF 35 CONTRACT OFFICER: CAROLE QUINTANA i PH: (520) 791-4121 / FAX: (520) 791-4735 2.6 Electric Motor Purchase Specifications A. Provide for the purchase, Installation and standard manufacturer's warranty for new or replacement electric motors. Examples are specified below; B. New or Replacement motors should meet NEMA Premium Energy Efficiency standards for maximum energy savings and longer service life. C. Motors meeting the NEMA Premium Efficiency standards should have a three year manufacturer warranty. D. In the event of any recall notice, technical service bulletin, or other important notification affecting equipment purchased from this contract, a notice shall be sent to the Contract Representative. It shall be the responsibility of the contractors to assure that all recall notices are sent directly to the agencies Contract Representative, E. Each new or replacement motor will be delivered with two (2) operators manuals. Exhaust Fan Motor Pump Motor Pump Motor Frame 184T 182T 286T Enci ODP ODP OPSB H.P. 5 3 30 Volts 208 208 200 Amps 14 8.7 81 RPM 1740 1765 1770 Hz. 60 60 60 Ph. 3 3 3 Ser.F 1.15 1.15 1.15 Duty Cont.@ Cont.@ Cont.@ 40C Amb. 40C Amb. 40C Amb. B. New or Replacement motors should meet NEMA Premium Energy Efficiency standards for maximum energy savings and longer service life. C. Motors meeting the NEMA Premium Efficiency standards should have a three year manufacturer warranty. D. In the event of any recall notice, technical service bulletin, or other important notification affecting equipment purchased from this contract, a notice shall be sent to the Contract Representative. It shall be the responsibility of the contractors to assure that all recall notices are sent directly to the agencies Contract Representative, E. Each new or replacement motor will be delivered with two (2) operators manuals. L) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 9 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 INSTRUCTIONS TO OFFERORS 1. DEFINITION OF KEY WORDS USED iN THE SOLICITATION: For purposes of this solicitation and subsequent contract, the following definitions shall apply: City: The City of Tucson, Arizona Contract: The legal agreement executed between the City and the Contractor/Consultant. The Contract shall include this RFP document Incorporated herein by reference, all terms, conditions, specifications, scope of work, Amendments, the Contractor's offer and negotiated items as accepted by the City. Contractor/Consultant: The individual, partnership, or corporation who, as a result of the competitive solicitation process, Is awarded a contract by the City. Contract Representative: The City employee or employees who have specifically been designated to act as a contact person or persons to the Contractor, and is responsible for monitoring and overseeing the Contractor's performance under this Contract. Director of Procurement: The contracting authority for the City, authorized to sign contracts and amendments thereto on behalf of the City. May: Indicates something that is not mandatory but permissible. Offeror: The individual, partnership, or corporation who submits a proposal In response to a solicitation. Shall, Will, Must: Indicates a mandatory requirement. Failure to meet these mandatory requirements, if they constitute a substantive requirement, may, at the City's sole discretion, result In the rejection of a proposal as non-responsive. Should: Indicates something that Is recommended but not mandatory, If the Offeror falls to provide recommended information, the City may, at its sole option, ask the Offeror to provide the information or evaluate the proposal without the information. 2. PRE -PROPOSAL CONFERENCE: If scheduled, the date and time of a Pre -Proposal conference is indicated on the cover page of this document. Attendance at this conference is not mandatory. Written minutes and/or notes will not be available, therefore attendance is encouraged. If an Offeror is unable to attend the Pre -Proposal Conference questions may be submitted in writing. Offerors are encouraged to submit written questions, via electronic mail or facsimile, at least five days prior to the Request for Proposal due date to the Contract Officer listed above. The purpose of this conference will be to clarify the contents of this Request for Proposal in order to prevent any misunderstanding of the City's position. Any doubt as to the requirements of this Request for Proposal or any apparent omisslon or discrepancy should be presented to the City at this conference. The City will then determine the appropriate action necessary, if any, and may issue a written amendment to the Request for Proposal. Oral statements or Instructions will not constitute an amendment to this Request for Proposal. 3. INQUIRIES: Any question related to the Request for Proposal shall be directed to the Contract Officer whose name appears above. An offeror shall not contact or ask questions of the department for whom the requirement Is being procured. The Contract Officer may require any and all questions be submitted in writing, Offerors are encouraged to submit written questions via electronic mail or facsimile, at least five days prior to the proposal due date. Any correspondence related to a solicitation should refer to the appropriate Request for Proposal number, page and paragraph number. An envelope containing questions should be identified as such, otherwise it may not be opened until after the official proposal due date and time. Oral interpretations or clarifications will be without legal effect. Only questions answered by a formal written amendment to the Request for Proposal will be binding. 4. AMENDMENT OF REQUEST FOR PROPOSAL: The Offeror shall acknowledge receipt of a Request for Proposal Amendment by signing and returning the document by the specified due date and time. 5. FAMILIARIZATION OF SCOPE OF WORK: Before submitting a proposal, each offeror shall familiarize itself with the Scope of Work, laws, regulations and other factors affecting contract performance. The Offeror shall be responsible for fully understanding the requirements of the subsequent Contract and otherwise satisfy itself as to the expense and difficulties accompanying the fulfillment of contract requirements. The submission of a proposal will constitute a representation of compliance by the Offeror, There will be no subsequent financial adjustment, other than that provided by the subsequent Contract, for lack of such familiarization. 8. PREPARATION OF PROPOSAL: A. All proposals shall be on the forms provided in this Request for Proposal package. it is permissible to copy these forms as required. Facsimiles or electronic mail proposals shall not be considered. B. At a minimum, your proposal should include the signed Offer and Acceptance form, signed copies of any solicitation amendments, completed Price Page and your response to all evaluation criteria. C. The Offer and Acceptance page shall be signed by a person authorized to submit an offer. An authorized signature on the Offer and Acceptance page, Proposal Amendment(s), or cover letter accompanying the proposal documents shall constitute an irrevocable offer to sell the good and/or service specified herein. Offeror shall submit any additional requested documentation, signifying intent to be bound by the terms of the agreement. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO.161530 PAGE 10 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 D. The authorized person signing the proposal shall initial erasure, interlineations or other modifications on the proposal. E. In case of error in the extension of prices in the proposal, unit price shall govern when applicable. F. Periods of time, stated as a number of days, shall be in calendar days. G. It Is the responsibility of all offerors to examine the entire Request for Proposal package and seek clarification of any requirement that may not be clear and to check all responses for accuracy before submitting a proposal. Negligence in preparing a proposal confers no right of withdrawal after due date and time. H. The City shall not reimburse the cost of developing, presenting, submitting or providing any response to this solicitation. I. Offeror must list any subcontractors to be utilized In the performance of the services specified herein. For each subcontractor, details on respective qualifications must be included. 7. PAYMENT DISCOUNTS: Payment discount periods shall be computed from the date of receipt of the material/service or correct invoice, whichever is later, to the date City's payment warrant is mailed. Unless freight and other charges are itemized, any discount provided shall be taken on full amount of invoice. Payment discounts of twenty-one calendar days or more shall be deducted from the proposed price In determining the price points. However, the City shall be entitled to take advantage of any payment discount offered by a vendor provided payment is made within the discount period. The payment discount shall apply to all purchases and to all payment methods. 8. TAXES: The City of Tucson is exempt from federal excise tax, including the federal transportation tax 9. PROPOSALlSUBMITTAL FORMAT: An original and 8 copies (9 total) of each proposal should be submitted on the forms and in the format specified in the RFP. Offerors shall also submit one electronic copy of the proposal on cd, disc or zip disc in IVIS Office 2003 or .pdf format. Any confidential information shall be submitted on a separate cd, disc or zip disc. The original copy of the proposal should be clearly labeled "Original" and shall be single -sided, three hole punched and in a binder. The material should be in sequence and related to the RFP. The sections of the submittal should be tabbed, clearly identiflable and should include a minimum of the following sections: the completed Offer and Acceptance Form, all signed Amendments, a Copy of this RFP document and the Offeror's response to the Evaluation Criteria Including the completed Price Page. Failure to include the requested information may have a negative Impact on the evaluation of the offeror's proposal. 10. EXCEPTIONS TO CONTRACT PROVISIONS: A response to any Request for Proposal is an offer to contract with the City based upon the contract provisions contained in the City's Request for Proposal, including but not limited to, the specifications, scope of work and any terms and conditions, Offerors who wish to propose modifications to the contract provisions must clearly identify the proposed deviations and any proposed substitute language. The provisions of the Request for Proposal cannot be modified without the express written approval of the Director or his designee. If a proposal or offer is returned with modifications to the contract provisions that are not expressly approved in writing by the Director or his designee, the contract provisions contained in the City's Request for Proposal shall prevail. 11. PUBLIC RECORD: All proposals submitted In response to this Request for Proposal shall become the property of the City and shall become a matter of public record available for review subsequent to the award notification. 12, CONFIDENTIAL INFORMATION: The City of Tucson is obligated to abide by all public Information laws. If an Offeror believes that any portion of a proposal, offer, specification, protest or correspondence contains information that should be withheld, a statement advising the Contract Officer of this fact should accompany the submission and the Information shall be so identified wherever it appears. The City shall review all requests for confidentiality and may provide a written determination to designate specified documents confidential or the request may be denied. Price is not confidential and will not be withheld. If the confidential request is denied, such Information shall be disclosed as public information, unless the offeror submits a formal written objection. 13, CERTIFICATION: By signature on the Offer and Acceptance page, solicitation Amendment(s), or cover letter accompanying the submittal documents, Offeror certifies: A. The submission of the offer did not involve collusion cr other anti-competitive practices. B. The Offeror shall not discriminate against any employee or applicant for employment In violation of Federal or State law. C. The Offeror has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, meal or service to a public servant in connection with the submitted offer. D. The Offeror hereby certifies that the individual signing the submittal Is an authorized agent for the Offeror and has the authority to bind the Offeror to the Contract. E) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO.161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 11 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 14. WHERE TO SUBMIT PROPOSALS: In order to be considered, the Offeror must complete and submit its proposal to the City of Tucson Department of Procurement at the location indicated, prior to or at the exact date and time indicated on the Notice of Request for Proposal page. The Offeror's proposal shall be submitted in a sealed envelope. The words "SEALED PROPOSAL" with the REQUEST FOR PROPOSAL TiTLE, REQUEST FOR PROPOSAL NUMBER, PROPOSAL DUE DATE AND TIME and OFFEROR'S NAME AND ADDRESS shall be written on the envelope. 15. LATE PROPOSALS: Late proposals will be rejected. 16. OFFER AND ACCEPTANCE PERIOD: In order to allow for an adequate evaluation, the City requires an offer in response to this solicitation to be valid and Irrevocable for ninety (90) days after the proposal due date and time. 17. WITHDRAWAL OF PROPOSAL: At any time prior to the specified solicitation due date and time, an offeror may formally withdraw the proposal by a written letter, facsimile or electronic mail from the Offeror or a designated representative. Telephonic or oral withdrawals shall not be considered. 18. DISCUSSIONS: The City reserves the right to conduct discussions with offerors for the purpose of eliminating minor Irregularities, informalities, or apparent clerical mistakes in the proposal in order to clarify an offer and assure full understanding of, and responsiveness to, solicitation requirements. 19. CONTRACT NEGOTIATIONS: Exclusive or concurrent negotiations may be conducted with responsible offeror(s) for the purpose of altering or otherwise changing the conditions, terms and price of the proposed contract unless prohibited. Offerors shall be accorded fair and equal treatment in conducting negotiations and there shall be no disclosure of any information derived from proposals submitted by competing offerors. Exclusive or concurrent negotiations shall not constitute a contract award nor shall it confer any property rights to the successful offeror. In the event the City deems that negotiations are not progressing, the City may formally terminate these negotiations and may enter into subsequent concurrent or exclusive negotlatlons with the next most qualified firm(s). 20. VENDOR APPLICATION: Prior to the award of a Contract, the successful offeror shall register with the City's Department of Procurement. Registration can be completed at http:Lvyww.tucsonp[Qgurement.com/ by clicking on Vendor Services. Please note that email notifications of newly published solicitations and amendments will be provided to those vendors that select email as their preferred delivery method In their vendor record. 21. CITY OF TUCSON BUSINESS LICENSE: It Is the responsibility of the Contractor to have a City of Tucson Business License throughout the life of this contract or a written determination from the City's Business License Section that a license Is not required. At any time during the contract, the City may request the Contractor to provide a valid copy of the business license or a written determination that a business license is not required. Application for a City Business License can be completed at 1ZpAwww.tucsonaz , v/etax. For questions contact the City's Business License Section at (520) 791-4566 or email at tax-IicenseCa7t�.tco o_v. 22. UPON NOTICE OF INTENT TO AWARD: The apparent successful offeror shall sign and file with the City, within five (5) days after Notice of Intent to Award, all documents necessary to the successful execution of the Contract. 22. AWARD OF CONTRACT: Notwithstanding any other provision of the Request for Proposal, the City reserves the right to: (1) waive any immaterial defect or informality; or (2) reject any or all proposals, or portions thereof; or (3) reissue the Request for Proposal. A response to this Request for Proposal Is an offer to contract with the City based upon the terms, conditions and Scope of Work contained in the City's Request for Proposal. Proposals do not become contracts unless and until they are executed by the City's Director of Procurement and the City Attorney. A contract has its inception in the award, eliminating a formal signing of a separate contract, All of the terms and conditions of the contract are contained in the Request for Proposal, unless any of the terms and conditions are modified by a Request for Proposal amendment, a Contract Amendment, or by mutually agreed terms and conditions in the Contract documents. 23. PROPOSAL RESULTS: The name(s) of the successful offeror(s) will be posted on the Procurement Department's Internet site at http:!/www.tucsonprowrement con)/ upon issuance of a Notice of Intent to Award or upon final contract execution. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85741 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 12 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX; (520) 791-4735 24. PROTESTS: A protest shall be in writing and shall be filed with the Director of Procurement. A protest of a Request for Proposal shall be received at the Department of Procurement not less than five (5) working days before the Request for Proposal due date. A protest of a proposed award or of an award shall be filed within ten (10) days after Issuance of notification of award or issuance of a notice of intent to award, as applicable. A protest shall include: A. The name, address, and telephone number of tho protestant; B. The signature of the protestant or Its representative; C. Identification of the Request for Proposal or Contract number; D. A detailed statement of the legal and factual grounds of protest Including copies of relevant documents; and E. The form of relief requested. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 Z) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 13 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 LIVING WAGE REQUIREMENT Chapter 28, Article XIV of the Tucson Procurement Code requires that a living wage be paid to certain employees of Contractors and their applicable subcontractors who are performing services for the City of Tucson. This solicitation, and the resulting Contract, is subject to the referenced Article. By signing the Offer and Acceptance page, Bidder/Offeror agrees to comply with the requirements of the Article. In accordance with Sec. 28-155 of the Tucson Procurement Code, an eligible employee is defined as an employee of the Contractor or their subcontractor who: (a) is not a person who provides volunteer services that are uncompensated except for reimbursement of expenses such as meals, parking or transportation; (b) expends chargeable time providing services to the City and on City property; (c) Is at lease sixteen (16) years of age. Eligible employees shall be paid no less than the living wage for the time they spend providing services to the City on City property. In accordance with Sec. 28-157 of the Tucson Procurement Code, the living wage is as follows: + If health benefits are offered, and if the Contractor pays no less than f fty (50) percent of the eligible employee's health benefits premium, a wage of no less than $10.39 per hour; or • If no health benefits are offered, or if the Contractor pays less than fifty (50) percent of the eligible employee's health benefits premium, a wage of no less than $11.62 per hour. Proof of compliance with this policy shall be provided by the successful Bidder/Offeror upon notification by the City of Its intent to award a Contract. Notwithstanding the Severability clause under the Standard Terms and Conditions section of this document, if the provisions of this clause become unenforceable for any reason, the City reserves the right to terminate this Contract without penalty or liability. In the event the City negotiates an adjustment to the terms, conditions, or price acceptable to the parties, then this Contract shall continue until expiration. In accordance with Sec. 28-158 of the Tucson Procurement Code, the following shall apply to compliance with wage requirement: The City's Director of Procurement shall monitor compliance, including the investigation of claimed violations, and may promulgate administrative rules and regulations to implement and enforce this Article. In the event of any violation of the provisions set forth in this Article, the responsible Contractor and any applicable subcontractors shall be liable for the unpaid wages and shall pay the eligible employee any amounts underpaid. The City's Director of Procurement Is additionally authorized to take any one or more of the following remedies in the event of a written determination of noncompliance: (a) Liquidated damages paid to the City in the amount of $50.00 for each incidence of non-compliance for each day of non-compliance and/or each day it continues; (b) Suspension of further payments under the Contract until the violation has ceased; (c) Suspend and/or terminate the Contract for cause; and/or (d) Debar or suspend the Contractor or subcontractor from future City contracts pursuant to Tucson Procurement Code, Chapter 28, Article IX. Protests or appeals of the Director's remedies for non-compliance shall be in accordance with Article IX. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 14 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 7914121 / FAX: (520) 791-4735 In accordance with Sec. 28-159 of the Tucson Procurement Code, the following shall apply to records: (a) The Contractor and any applicable subcontractor shall make the records required available for inspection, copying, or transcription by authorized representatives of the City's Director of Procurement, and shall permit such representatives to Interview employees during working hours on the job. If the Contractor and any applicable subcontractor fails to submit the required records or make them available, the Director may, after written notice to the Contractor, take such action as may be necessary to cause the suspension of any further payment, advance, or guarantee of funds. Furthermore, failure to submit the required records upon request or to make such records available may be grounds for debarment action pursuant to Article IX. (b) Payrolls and basic records relating thereto shall be maintained by the Contractor during the course of the work and preserved for a period of three years thereafter for all eligible employees. Such records shall contain the name, address, and social security number of each such worker, his or her correct classification, hourly rates of wages paid, daily and weekly number of hours worked, deductions made, and actual wages paid. All inquiries regarding the Living Wage program may be directed to the Contract Officer responsible for this solicitation. 1) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 5TH FLOOR, TUCSON, AZ 85701 PAGE 15 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 CITY OF TUCSON CERTIFICATION OF LIVING WAGE PAYMENTS (This form must be completed by the Contractor and each applicable subcontractor.) Contract Number: 1 b 1 15, -3 0 Contractor or Sub Name:, TCIL/ i _ M o+ -O .QrV Ct �0, , Z,(,e- (Please Check Only One of the Following Two Options) do hereby agree to pay all eligible employees working on the above -referenced contract a minimum of $10.39 per hour and provide health benefits. I also agree to pay at least 50% of the eligible employees' health benefits premium. Our firm's health insurance provider(s) are listed below: Name of Health Insurance Company: (A,ni40,E L+� c �imrcji cc., Address:�'' G I o I ., , I � n� o '" - o 16- 1 Telephone:_ $ $ E q o), Fax Number: Plan or Program Number: D JL8 I 1 tAR 6 JA0Y G. + 4 � �I �, `� `-� � �- C - W D yC -I-- 4 Monthly premium paid by employer. --a ► Monthly premium paid by employee—„. Name of Health Insurance Company: Address: Telephone: Fax Number: Plan or Program Number: Monthly premium paid by employer: Monthly premium paid by employee I do hereby agree to pay all eligible employees working on the above -referenced contract a minimum of $11.52 per hour. I do not offer health benefits to eligible employees working on this contract and/or I rho not pay at least 50% of the eligible employees' health benefits premium. (Contractor/Sub-Contractor Name) (Date) by (Slgnature) 6e G (�t (t''�('` �c r _. ��.�tt. s ul (Title) CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 65701 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 10 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 D. The authorized person signing the proposal shall initial erasure, interiineations or other modifications on the proposal. E. In case of error in the extension of prices in the proposal, unit price shall govern when applicable. F. Periods of time, stated as a number of days, shall be in calendar days. G. It is the responsibility of all offerors to examine the entire Request for Proposal package and seek clarification of any requirement that may not be clear and to check all responses for accuracy before submitting a proposal. Negligence in preparing a proposal confers no right of withdrawal after duo date and time. H. The City shall not reimburse the cost of developing, presenting, submitting or providing any response to this solicitation. I. Offeror must list any subcontractors to be utilized in the performance of the services specified herein. For each subcontractor, details on respective qualifications must be included. 7. PAYMENT DISCOUNTS: Payment discount periods shall be computed from the date of receipt of the materiallservice or correct invoice, whichever is later, to the date City's payment warrant is mailed. Unless freight and other charges are Itemized, any discount provided shall be taken on full amount of invoice. Payment discounts of twenty-one calendar days or more shall be deducted from the proposed price In determining the price points. However, the City shall be entitled to take advantage of any payment discount offered by a vendor provided payment Is made within the discount period. The payment discount shall apply to all purchases and to all payment methods. &. TAXES: The City of Tucson is exempt from federal excise tax, including the federal transportation tax. 9. PROPOSAL/SUBMITTAL FORMAT: An original and 6 copies (9 total) of each proposal should be submitted on the forms and In the format specified in the RFP. Offerors shall also submit one electronic copy of the proposal on cd, disc or zip disc in MS Office 2003 or .pdf format. Any confidential information shall be submitted on a separate cd, disc or zip disc. The original copy of the proposal should be clearly labeled "Original" and shall be single -sided, three hole punched and in a binder. The material should bo In sequence and related to the RFP. The sections of the submittal should be tabbed, clearly Identifiable and should include a minimum of the following sections: the completed Offer and Acceptance Form, all signed Amendments, a copy of this RFP document and the Offeror's response to the Evaluation Criteria Including the completed Price Page. Failure to include the requested information may have a negative impact on the evaluation of the offeroes proposal. 10. EXCEPTIONS TO CONTRACT PROVISIONS: A response to any Request for Proposal Is an offer to contract with the City based upon the contract provisions contained in the City's Request for Proposal, including but not limited to, the specifications, scope of work and any terms and conditions. Offerors who wish to propose modifications to the contract provisions must clearly identify the proposed deviations and any proposed substitute language. The provisions of the Request for Proposal cannot be modified without the express written approval of the Director or his designee. if a proposal or offer is returned with modifications to the contract provisions that are not expressly approved in writing by the Director or his designee, the contract provisions contained in the City's Request for Proposal shall prevail. 11. PUBLIC RECORD: All proposals submitted In response to this Request for Proposal shall become the property of the City and shall become a matter of public record available for review subsequent to the award notification. 12. CONFIDENTIAL INFORMATION: The City of Tucson is obligated to abide by all public Information laws. If an Offeror believes that any portion of a proposal, offer, specification, protest or correspondence contains Information that should be withheld, a statement advising the Contract Officer of this fact should accompany the submission and the information shall be so Identified wherever it appears. The City shall review all requests for confidentiality and may provide a wrltten determination to designate specified documents confidential or the request may be denied. Price is not confidential and will not be withheld. if the confidential request is denied, such information shall be disclosed as public Information, unless the offeror submits a formal written objection. 13. CERTIFICATION: By signature on the Offer and Acceptance page, solicitation Amendment(s), or cover letter accompanying the submittal documents, Offeror certifies: A. The submission of the offer did not involve collusion or other anti-competitive practices. B. The Offeror shall not discriminate against any employee or applicant for employment in violation of Federal or State law. C. The Offeror has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, meal or service, to a public servant In connection with the submitted offer. D. The Offeror hereby certifies that the individual signing the submittal is an authorized agent for the Offeror and has the authority to bind the Offeror to the Contract. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 16 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 PROPOSAL EVALUATION REQUIREMENTS I. PROPOSAL EVALUATION CRITERIA — (listed in relative order of Importance) A. Method of Approach B. Price Proposal C. Qualifications & Experience 11. REQUIREMENTS SPECIFIC TO EVALUATION CRITERIA: The narrative portion and the materials presented In response to this Request for Proposal should be submitted in the same order as requested and must contain, at a minimum, the following: A. Method of Approach 1. Offeror shall prepare a detailed Method of Approach to the Scope of Work which indicates the service proposed to be performed by the Offeror. This section should confirm the Offeror's understanding of this RFP and should address all the requirements specified in the Scope of Work. Offeror should clearly outline the approach of the firm In meeting the responsibilities that the City has outlined. Additional information shall be provided as follows: 2. A detailed list of equipment the Offeror proposes to provide in the performance of the Contract. 3. A detailed description of procedures the Offeror proposes to use to perform both the motor rewind and repairs. 4. A detailed description of how the Offeror will provide for the special needs of City Departments, as outlined in the Scope of Work. 5. Type of reporting available to report the number of jobs and type of work performed under the Contract. 6. Process to receive, track, diagnose and exchange repaired but defective units. B. Price Proposal 1. Provide price proposal as requested on the Price Page attached herein. 2. As stated in the Instructions to Offerors, 7. Discounts, the price(s) herein can be discounted by __V_%, If payment is made within days. These payment terms shall apply to all purchases and to all payment methods. 3. Cooperative Purchasing Program: Will your firm provide the City of Tucson, as the lead agency on this regional contract, a rebate in the form of a percentage of sales based upon the other agencies sales? Yes No If yes, state proposed percentage: % 4. Will payment be accepted via commercial credit card? — _Yes No a. If yes, can commercial payment(s) be made online? ^yes No b. Will a third party be processing the commercial credit card payment(s)? Yes No c. If yes, indicate the flat fee per transaction $ (as allowable, per Sectlon 5.2.E of Visa Operating Regulations), d. If "no" to above, will consideration be given to accept the card? �es —No 5. Does your firm have a City of Tucson Business License? _Yes No If yes, please provide a copy of your City of Tucson Business license. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 C. Qualifications & Experience Zj ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 17 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 1. Provide a brief history of the firm. 2. Provide a detailed description of your shop including facility, location(s), equipment and supplies. 3. Identify your key personnel and the positions they will hold in the performance of services under the contract. 4. Provide resumes that demonstrate the qualifications and experience of key personnel. Provide personnel trained and properly equipped for confined space entry. (A letter on contractor letterhead with the list of names and the certification dates of the confined space entry training will be sufficient.) 5. Provide at least three (3) references for work that is similar in scope to the Scope of Work of this contract. 6. Contractor must provide a certificate or other proof of membership in good standing in the Electrical Apparatus Service Association (EASA). (The certificate from EASA or other documentation stating this will be sufficient.) 7. Provide a copy of the guidelines of another recognized sanctioning body in the electrical apparatus service industry that you abide by. B. Provide a copy of firm's guidelines for electric motor rebuilding and repair. III. GENERAL A. Shortlist: The City reserves the right to shortlist the offerors on all of the stated criteria. However, the City may determine that shortlisting is not necessary. B. Interviews: The City reserves the right to conduct Interviews with some or all of the offerors at any point during the evaluation process. However, the City may determine that interviews are not necessary. In the event interviews are conducted, information provided during the interview process shall be taken into consideration when evaluating the stated criteria. The City shall not reimburse the offeror for the costs associated with the interview process. C. Additional Investigations: The City reserves the right to make such additional investigations as it deems necessary to establish the competence and financial stability of any offeror submitting a proposal. D. Prior Experience: Experiences with the City and entities that evaluation committee members represent and that are not specifically mentioned in the solicitation response may be taken into consideration when evaluating offers. E. Multiple Awards: To provide adequate contract coverage, at the City's sole discretion, multiple awards may be made. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 8TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 18 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791.4121 1 FAX: (520) 791-4735 SPECIAL TERMS AND CONDITIONS 1. AWARD: Award shall be made by Group. Offerors need not submit on both Groups 1 and 2 in order to be considered for award. To provide adequate coverage, at the City's sole discretion, multiple awards may be made. 2. COOPERATIVE PURCHASING; Any Contract resulting from this solicitation shall be for the use of the City of Tucson, in addition, public and nonprofit agencies that have entered Into a Cooperative Purchasing Agreement with the City of Tucson's Department of Procurement are eligible to participate In any subsequent Contract, See www.tucsonaz.gov(0 cure and click on Cooperatives for a list of the public and nonprofit agencies that have currently entered Into Cooperative Purchasing Agreements with the City of Tucson. Additionally, this contract is eligible for use by the Strategic Alliance for Volume Expenditures (SAVE) cooperative. See http://www.madcopa.gov/Materials/SAVE/sove- members.pdf for a listing of participating agencies. The parties agree that these lists are subject to change. Any orders placed to, or services required from, the successful Contractor(s) will be requested by each participating agency. Payment for purchases made under this agreement will be the sole responsibility of each participating agency. The Contractor may negotiate additional expenses incurred as a result of participating agencies' usage of this contract (i.e., freight charges, travel related expenses, etc.). The City shall not be responsible for any disputes arising out of transactions made by others. The Contractor(s) will provide an electronic copy of the complete Contract to the City of Tucson Department of Procurement upon receipt of the Notice of Intent to Award. At the City's request, the successful Contractor(s) may also be requested to provide an electronic copy of the complete Contract to a participating agency. INSURANCE: The Contractor agrees to: A. Obtain Insurance coverage of the types and amount required in this section and keep such insurance coverage in force throughout the life of this contract. All policies will contain an endorsement providing that written notice be given to the City at least 30 days prior to termination or cancellation in coverage in any policy, and 10 days notice for cancellation due to non-payment in premium. B. The Commercial General Liability Insurance and Commercial Automobile Liability Insurance policies will Include the City as an additional insured with respect to liability arising out of the performance of this contract. Such additional insured shall be covered to the full limits of liability purchased by the Contractor, even if those limits of liability are in excess of those required by this Contract. The insurance hereunder will be primary and that any Insurance carried by the City will be excess and not contributing. C. Provide and maintain minimum insurance limits as applicable: COVERAGE LIMITS OF LIABILITY _ .r,>1mercl�l �ene:altl�l� "i(��•�/.-�:�.:rv:.- f�,,,t� ,, „ C-. -,- ?'�l�[..ta„.,�r�xn•:., �• >.,s".M?.+ivir,Y.,r�j i s ..r-::�:.;.=,,. .• x 4' tea. {.: i _ Policy shall include Bodily Injury, Property Damage, Personal Injury ..e.t.a -./,.,...a';:, tiJh.h..�H, '".yj''y' ,•.yn: �. and Broad Form Contractual Liability Each Occurrence $1,000,000 General Aggregate $2,000,000 Products & Completed Operations Aggregate $2,000,000 Personal and Advertising Injury $1,000,000 Blanket Contractual Liability$1,000,000 1 Ir _`w '�... "(: y:':1: iG,..%::. �.h'.:74 r:p .:9 ,Commrcial;A4tb { :::: x ` ;: <., .-. .:.;.:.�.` .a- ill. (11': '✓: :', '. 5::, K.(:v' .�: -> •: _ :%3. 'r:.. . , .•'<<_::.' ,•:;:;. Policy shall include Bodily Injury and Property Damage, for any owned, Hired, and/or Non -owned vehicles used in the operation, Installation and maintenance of facilities under this agreement. Combined Single Limit $1,000,000 -;111 Vliot• ers' C.+►.perts�trE>o'ri lice. 1e to thetite'f �rina .', ^ F_ Per Occurrence Statutory Employer's Liability $1,000,000 Disease Each Employee $1,000,000 Disease Policy,Limit $1,000,000 `;111 `�rpie�;�t�inal�'��abi.,:. Er�or�'��: '�rirs .i::n• s ., .,. _ Q S lit adOlt Ortl1 F='11'> � i',' .... _.�...•;,.., r. [ ':2: `..:'v{S' `. 'i7:. •i'.:�i :\•. Each Claim ,� vrw'r f..-;'iyVq!' Y.t $1,000,000 Annual Aggregate $2000000 E) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 19 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 *1 Sole Proprietor/Independent Contractor designation Is given to those who desire to waive their rights for workers' compensation coverage and benefits as outlined in ARS§ 23-901 and specifically ARS § 23-961 (0). If applicable, please request the Sole Proprietor/Independent Contractor form from the Contract Officer listed in the solicitation. D. ADDITIONAL INSURANCE REQUIREMENTS: Policies shall be endorsed to Include the following provisions: 1. A waiver of subrogation endorsement in favor of the City of Tucson, for losses arising from work performed by or on behalf of the Contractor (including Worker's Compensation). 2. The insurance afforded the contractor shall be primary insurance and that any insurance carried by the City of Tucson and its agents, officials or employees shall be excess and not contributory. 3. Coverage provided by the Contractor shall not be limited to the liability assumed under the indemnification provisions of this Contract. E. NOTICE OF COVERAGE MODIFICATIONS: Any changes material to compliance with this contract in the insurance policies above shall require 10 days written notice from the Contractor to the City of Tucson. Such notice shall be sent directly to the Department of Procurement. F. ACCEPTABILITY OF INSURERS: Contractors insurance shall have an "A.M. Bese rating of not less than A:VII. The City of Tucson in no way warrants that the required minimum insurer rating is sufficient to protect the Contractor from potential Insurer Insolvency. G. VERIFICATION OF COVERAGE: Contractor shall furnish the City of Tucson with certificates of insurance (ACORD form or equivalent approved by the City of Tucson) as required by this Contract. The certificates for each insurance policy are to be signed by an authorized representative. All certificates and endorsements are to be received and approved by the City of Tucson before work commences. Each insurance policy required by this Contract must be in effect at or prior to commencement of work and remain in effect for the duration of the contract and two (2) years after completion. Failure to maintain the insurance policies as required by this Contract, or to provide evidence of renewal upon the City's request, is a material breach of contract. All certificates required by this Contract shall be sent directly to the Department of Procurement. The City of Tucson project/contract number and project description shall be noted on the certificate of insurance. The City of Tucson reserves the right to require complete copies of all insurance policies required by this Contract at any time. H. SUBCONTRACTORS: Contractors' certificate(s) shall include all subcontractors as insureds under its policies or Contractor shall furnish to the City of Tucson separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to the minimum requirements Identified above. EXCEPTIONS: In the event the Contractor or sub-contractor(s) is/are a public entity, then the Insurance Requirements shall not apply. Such public entity shall provide a Certificate of Self- Insurance, 3. MAINTENANCE FACILITIES: The equipment specified in this solicitation Is dependent upon the availability of prompt professional service. In order to be considered for award, each potential contractor is required to have existing maintenance facilities with sufficient parts inventory and trained technicians experienced in providing quality service on the equipment specified. Maintenance facilities are subject to Inspection by the City to determine adequacy. 4. PRICE ADJUSTMENT: The City will review fully documented requests for price adjustment after any Contract has been in effect for one (1) year. Any price adjustment will only be made at the time of Contract renewal and/or extension and will be a factor in the extension review process. The City will determine whether the requested price adjustment or an alternate option, is in the best interest of the City. Any price adjustment will be effective upon the effective date of the Contract extension. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL. Na. 161530 PAGE 20 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX (520) 791-1735 5. TERM AND RENEWAL: The term of the Contract shall commence upon award and shall remain in effect for a period of one (1) year, unless terminated, canceled or extended as otherwise provided herein. The Contractor agrees that the City of Tucson shall have the right, at its sole option, to renew the Contract for four (4) additional one-year periods or portions thereof. In the event that the City exercises such rights, all terms, conditions and provisions of the original Contract shall remain the same and apply during the renewal period with the possible exception of price and minor scope additions and/or deletions. 6. FOB DESTINATION FREIGHT PREPAID: Prices shall be FOB Destination Freight Prepaid to the delivery location designated. Contractor shall retain title and control of all goods until they are delivered and the Contract of coverage has been completed. All risk of transportation and all related charges shall be the responsibility of the Contractor. All claims for visible or concealed damage shall be filed by the Contractor. The City will assist the Contractor in arranging for inspection. ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 21 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH; (520) 791-4121 / FAX: (520) 791-4735 STANDARD TERMS AND CONDITIONS 1. ADVERTISING: Contractor shall not advertise or publish Information concerning this Contract without prior written consent of the City's Director of Procurement 2. AFFIRMATIVE ACTION: Contractor shall abide by the provisions of the Tucson Procurement Code Chapter 28, Article XI I. 3, AMERICANS WITH DISABILITIES ACT: The Contractor shall comply with all applicable provisions of the Americans with Disabilities Act (Public Law 101-336, 42 U.S.G. 12101, et seq.) and applicable Federal regulations under the Act. 4. APPLICABLE LAW: This Contract shall be governed, and the City and Contractor shall have all remedies afforded to each, by the Tucson Procurement Code and the law of the State of Arizona. State law claims shall be brought only in Pima County Superior Court. 6. ASSIGNMENT -DELEGATION: No right or interest in this Contract shall be assigned by the Contractor without prior written permission of the City, and no delegation of any duty of the Contractor shall be made without prior written permission of the City's Director of Procurement. The City shall not unreasonably withhold approval and shall notify the Contractor of the City's position by written notice. 6. CHILDISWEAT-FREE LABOR POLICY: The Contractor shall comply with all applicable provisions of the United States Federal and State Child Labor and Worker's Right laws and agrees If called upon to affirm in writing, that they, and any subcontractor involved In the provision of goods to the City, are in compliance. 7. CLEAN UP: The Contractor shall at all times keep the contract area, Including storage areas used by the Contractor, free from accumulation of waste material or rubbish and, prior to completion of the work, remove any rubbish from the premises and all tools, scaffolding, equipment and materials not property of the City. Upon completion of the repair, the Contractor shall leave the work and premises in clean, neat and workmanlike condition. 8. COMMENCEMENT OF WORK: The Contractor is cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives purchase order or Is otherwise directed to do so, In writing, by the City. 9. CONFIDENTIALITY OF RECORDS: The Contractor shall establish and maintain procedures and controls that are acceptable to the City for the purpose of assuring that no information contained in its records or obtained from the City or from others In carrying out its functions under the Contract shall be used by or disclosed by it, its agents, officers, or employees, except as required to efficiently perform duties under the Contract. Persons requesting such information should be referred to the City. Information pertaining to individual persons shall not be divulged other than to employees or officers of Contractor as needed for the performance of duties under the Contract, unless otherwise agreed to in writing by the City. 10. CONTRACT AMENDMENTS: The Procurement Department has the sole authority to: A. Amend the contract or enter into supplemental verbal or written agreements; B. Grant time extensions or contract renewals; C. Otherwise modify the scope or terms and provisions of the contract. This Contract shall only be modified with the approval of the Department of Procurement. Except in the case of a documented emergency, approval must be granted prior to performance. Any contract modification not explicitly approved by the Procurement Department through a written contract amendment or change order Is performed at the sole risk of the Contractor and may not be eligible for payment by the City. 11. CONTRACT: The Contract shall be based upon the Request for Proposal issued by the City and the Offer submitted by the Contractor in response to the Request for Proposal. The offer shall substantially conform to the terms, conditions, specifications and other requirements set forth within the text of the Request for Proposal. The City reserves the right to clarify any contractual terms with the concurrence of the Contractor; however, any substantial non -conformity in the offer, as determined by the City's Director of Procurement, shall be deemed non-responsive and the offer rejected. The Contract shall contain the entire agreement between the City of Tucson and the Contractor relating to this requirement and shall prevail over any and all previous agreements, contracts, proposals, negotiations, purchase orders, or master agreements in any form. 12, DEFAULT iN ONE INSTALLMENT TO CONSTITUTE TOTAL BREACH: Contractor shall deliver conforming materials in each installment or lot of this Contract and may not substitute nonconforming materials. Delivery of nonconforming materials, or default of any nature, may constitute breach of the Contract. Noncompliance may be deemed a cause for possible Contract termination. CiTY OF TUCSON DEPARTMENT OF PROCUREMENT 2551N. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 22 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 13. DUPLEXED/RECYCLED PAPER: In accordance with efficient resource procurement and utilization policies adopted by the City of Tucson, the Contractor shall ensure that, whenever practicable, all printed materials produced by the Contractor In the performance of this Contract are duplexed (two-sided copies), printed on recycled paper and labeled as such. 14. EXCLUSIVE POSSESSION: Ali services, Information, computer program elements, reports and other dellverables created under this Contract are the sole property of the City of Tucson and shall not be used or released by the Contractor or any other person except with prior written permission by the City. 15. FEDERAL IMMIGRATION LAWS AND REGULATIONS: Contractor warrants that it complies with all Federal Immigration laws and regulations that relate to its employees and complies with A.R.S. § 23-214(A) and that it requires the same compliance of all subcontractors under this Contract. Contractor acknowledges that pursuant to A.R.S. § 41-4401 and effective September 30, 2008, a breach of this warranty Is a material breach of this Contract subject to penalties up to and including termination of this Contract. The City retains the legal right to audit the records of the Contractor and inspect the papers of any employee who works for the Contractor to ensure compliance with this warranty and the Contractor shall assist in any such audit. The Contractor shall include the requirements of this paragraph in each contract with subcontractors under this Contract. If the Contractor or subcontractor warrants that it has complied with the employment verification provisions prescribed by sections 274(x) and 274(b) of the Federal Immigration and Nationality Act and the E -verify requirements prescribed by A,R.S. § 23-214(A), the Contractor or subcontractor shall be deemed to be in compliance with this provision. The City may request proof of such compliance at any time during the term of this Contract by the Contractor and any subcontractor. 15, FORCE MAJEURE: Except for payment of sums due, neither party shall be liable to the other nor deemed in default under this Contract if and to the extent that such party's performance of this Contract Is prevented by reason of Force Majeure. The term "Force Majeure" means an occurrence that is beyond the control of the party affected and occurs without its fault or negligence. Force Majeure shall not Include late performance by a subcontractor unless the delay arises out of a Force Majeure occurrence in accordance with this Force Majeure term and condition. if either party is delayed at any time in the progress of the work by Force Majeure, the delayed party shall notify the other party In writing of such delay, as soon as is practical, of the commencement thereof and shall specify the causes of such delay in such notice, Such notice shall be hand -delivered or mailed certified -return receipt and shall make a specific reference to this article, thereby invoking its provisions, The delayed party shall cause such delay to cease as soon as practicable and shall notify the other party in writing when it has done so. The time of completion shall be extended by contract modification for a period of time equal to the time that results or effects of such delay prevent the delayed party from performing in accordance with this Contract. 17. GRATUITIES: The City may, by written notice to the Contractor, terminate this Contract if it is found that gratuities, in the form of entertainment, gifts, meals or otherwise, were offered or given by the Contractor or any agent or representative of the Contractor, to any officer or employee of the City amending, or the making of any determinations with respect to the performing of such Contract. In the event this Contract is terminated by the City pursuant to this provision, the City shall be entitled, in addition to any other rights and remedies, to recover or withhold from the Contractor the amount of the gratuity. 18. HUMAN RELATIONS: Contractor shall abide by the provisions of the Tucson City Code Chapter 28, Article XiI. 19. INDEMNIFICATION: To the fullest extent perrnitted by law, Contractor, its successors, assigns and guarantors, shall pay, defend, indemnify and hold harmless City of Tucson, its agents, representatives, officers, directors, officials and employees from and against all allegations, demands, proceedings, suits, actions, claims, including claims of patent or copyright Infringement, damages, losses, expenses, including but not limited to, attorney fees, court costs, and the cost of appellate proceedings, and all claim adjusting and handling expense, related to, arising from or out of or resulting from any actions, acts, errors, mistakes or omissions caused in whole or part by Contractor relating to work, services and/or products provided in the performance of this Contract, including but not limited to, any Subcontractor or anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable and any Injury or damages claimed by any of Contractor's and Subcontractor's employees. It is agreed that Contractor will be responsible for primary loss investigation, defense and judgment costs where this Indemnification is applicable. The Contractors agrees to waive all rights of subrogation against the City of Tucson, it's agents, representatives, officers, directors, officials, employees and volunteers for losses arising from the work performed by the Contractor for the City of Tucson. Contractor is responsible for compliance with the Patient Protection and Affordable Care Act (ACA), for its employees in accordance with 26 CFR §54. 4980H. Additionally, Contractor is responsible for all applicable IRS reporting CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 Z) ORIGINAL REQUEST FOR PROPOSAL NO.161530 PAGE 23 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (524) 791-41211 FAX: (520) 791-4735 requirements related to ACA. if Contractor or any of Contractor's employees Is certified to the City as having received a premium tax credit or cost sharing reduction which contributes to or triggers an assessed penalty against the City, or Contractor fails to meet reporting requirements pursuant to section 6056 resulting in a penalty to City, Contractor indemnifies City from and shall pay any assessed tax penalty. 20. INDEPENDENT CONTRACTOR: It is understood that each party shall act in its individual capacity and not as an agent, employee, partner, joint venturer, or associate of the other. An employee or agent of one party shall not be deemed or construed to be the employee or agent of the other party for any purpose. The Contractor shall not be entitled to compensation In the form of salaries, holidays, paid vacation, sick days, or pension contributions by the City. The City of Tucson will not provide any insurance coverage to the Contractor, Including Worker's Compensation coverage. The Contractor Is advised that taxes, social security payments, and other withholdings shall not be withheld from a City payment issued under this Contract and that Contractor should make arrangements to directly pay such expenses. Contractor is responsible for compliance with the Affordable Care Act for Contractor and any of Contractor's employees. 21. INSPECTION AND ACCEPTANCE: All material or service is subject to final Inspection and acceptance by the City. Material or service failing to conform to the specifications of this Contract shall be held at the Contractor's risk and may be returned to the Contractor. If returned, all costs are the responsibility of the Contractor. Noncompliance may be deemed a cause for possible Contract termination. 22. INTERPRETATION -PAROLE EVIDENCE: This Contract is intended by the parties to be a final expression of their agreement and is intended also as a complete and exclusive statement of the terms of this agreement. No course of prior dealings between the parties and no usage of the trade shall be relevant to supplement or explain any term used in the Contract. Acceptance or consent In the course of performance under this Contract shall not be relevant to determine the meaning of this Contract even though the accepting or consenting party has knowledge of the nature of the performance and the opportunity to object. 23. LICENSES: Contractor shall maintain in current status all Federal, State, and local licenses and permits required for the operation of the business conducted by the Contractor as applicable to this Contract, 24. LIENS: All materials, services, and other deliverables supplied to the City under this Contract shall be free of all liens other than the security interest. Security interest shall extinguish upon full payment made by the City. Upon the City's request, the Contractor shall provide a formal release of all liens. 25. NO REPLACEMENT OF DEFECTIVE TENDER: Every tender of materials must fully comply with all provisions of this Contract. If a tender is made which does not fully comply, this shall conform to the termination clause set forth within this document. 26. NON-EXCLUSIVE CONTRACT: Any contract resulting from this solicitation shall be awarded with the understanding and agreement that It is for the sole convenience of the City of Tucson. The City reserves the right to obtain like goods or services from another source when necessary. 27. OVERCHARGES BY ANTITRUST VIOLATIONS: The City maintains that, In actual practice, overcharges resulting from antitrust violations are borne by the purchaser. Therefore, to the extent permitted by law, the Contractor hereby assigns to the City any and all claims for such overcharges as to the materials or services used to fulfill the Contract. 28. PAYMENT: The City's preferred method of payment is via credit card. The City will issue a Purchase Order and, In some cases, either provide a credit card for payment at the time of ordering or pay subsequent invoices by credit card upon receipt of goods or services In good order. However, not all City employees will possess a credit card and, therefore, the City reserves the right to make payment by check as it deems necessary. Unless payment is made by credit card at time of order or polnt of sale, a separate Invoice shall be issued for each shipment of material or service performed, and no payment shall be Issued prior to receipt of material or service and correct invoice. The invoice shall not be dated prior to the receipt of goods or completion of services. The City shall make every effort to process payment for the purchase of materials or services within twenty-one (21) calendar days after receipt of materials or services and a correct invoice. The Contractor's payment terms shall apply to all purchases and to all payment methods. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 Z) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 24 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 29, PROTECTION OF GOVERNMENT PROPERTY: The Contractor shall use reasonable care to avoid damaging existing buildings, equipment, and vegetation (such as trees, shrubs, and grass) on City property. If the Contractor fails to do so and damages such property, the Contractor shall replace or repair the damage at no expense to the City, as determined and approved by the City's Director of Procurement. If the Contractor fails or refuses to make such repair or replacement, the City wlll determine a cost and the Contractor shall be liable for the cost thereof, which may be deducted from the Contract price. 30. PROVISIONS REQUIRED BY LAW: Each and every provision of law and any clause required by law to be in the Contract shall be read and enforced as though It were included herein, and if through mistake or otherwise any such provision is not inserted, or is not correctly inserted, then upon the application of either party the Contract shall be amended to make such insertion or correction. 31. RECORDS: Internal control over all financial transactions related to this Contract shall be In accordance with sound fiscal policies. The City may, at reasonable times and places, audit the books and records of the Contractor and/or any subcontractors, Said audit shall be limited to this Contract. 32. RIGHT TO ASSURANCE: Whenever one party to this Contract has reason to question, in good faith, the other party's intent to perform, the former party may demand that the other party give a written assurance of this Intent to perform, In the event that a demand is made and no written assurance Is given within five (5) days, the demanding party may treat this failure as the other party's intent not to perform and as a cause for possible Contract termination. 33. RIGHT TO INSPECT: The City may, at reasonable times, and at the City's expense, inspect the place of business of a Contractor or subcontractor which is related to the performance of any Contract as awarded or to be awarded. 34. RIGHTS AND REMEDIES: No provision In this document or in the Contractor's proposal shall be construed, expressly or by implication, as a waiver by either party of any existing or future right and/or remedy available by law in the event of any claim, default or breach of contract. The failure of either party to insist upon the strict performance of any term or condition of the Contract, to exercise or delay the exercise of any right or remedy provided in the Contract or by law, or to accept materials or services required by this Contract or by law shall not be deemed a waiver of any right of either party to insist upon the strict performance of the Contract. 35. SEVERABILITY: The provisions of this Contract are severable to the extent that any provision or application held to be Invalid shall not affect any other provision or application of the Contract which may remain in effect without the valid provision or application. 36. SHIPMENT UNDER RESERVATION PROHIBITED: No tender of a bill of lading shall operate as a tender of the materials. Non-compliance shall conform to the termination clause set forth within this document. 37. SUBCONTRACTS: No subcontract shall be entered into by the Contractor with any other party to furnish any of the material/service specified herein without the advance written approval of the City's Director of Procurement. All subcontracts shall comply with Federal and State laws and regulations which are applicable to the services covered by the subcontract and shall include all the terms and conditions set forth herein which shall apply with equal force to the subcontract, as if the subcontractor were the Contractor referred to herein. The Contractor Is responsible for contract performance whether or not subcontractors are used. 38. SUBSEQUENT EMPLOYMENT: The City may terminate this Contract without penalty or further obligation pursuant to A.R.S. Section 38-511 if any person significantly involved In initiating, negotiating, securing, drafting, or creating the Contract, on behalf of the City, is or becomes, at any time while the Contract or any extension of the Contract Is In effect, an employee of, or a contractor to, any other party to this Contract with respect to the subject matter of the Contract. Termination shall be effective when written notice from the City's Director of Procurement is received by the parties to this Contract, unless the notice specifies a later time. 39. TERMINATION OF CONTRACT: This Contract may be terminated at any time by mutual written consent, or by the City, with or without cause, upon giving thirty (30) days written notice, The City, at its convenience, by written notice, may terminate this Contract, in whole or In part. If this Contract is terminated, the City shall be liable only for payment under the payment provisions of this Contract for services rendered and accepted material received by the City before the effective date of termination. The City reserves the right to terminate the whole or any part of this Contract due to the failure of the Contractor to cavy out any term or condition of the Contract. The City will Issue a written ten (10) day notice of default to the Contractor for acting or falling to act as specified in any of the following: CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 26 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 7914735 In the opinion of the City, the Contractor provides personnel that do not meet the requirements of the Contract; In the opinion of the City, the Contractor fails to perform adequately the stipulations, conditions or services/specifications required in this Contract; In the opinion of the City, the Contractor attempts to impose personnel, materials, products or workmanship of an unacceptable quality; The Contractor falls to furnish the required service and/or product within the time stipulated In the Contract; In the opinion of the City, the Contractor fails to make progress in the performance of the requirements of the Contract; The Contractor gives the City a positive indication that the Contractor will not or cannot perform to the requirements of the Contract. Each payment obligation of the City created by this Contract is conditioned upon the availability of City, State and Federal funds that are appropriated or allocated for the payment of such an obligation. If funds are not allocated by the City and available for the continued purchase of the services and/or materials provided under this Contract, this Contract may be terminated by the City at the and of the period for which funds are available. The City will endeavor to notify the Contractor In the event that continued service will or may be affected by non -appropriation. No penalty shall accrue to the City in the event this provision Is exercised, and the City shall not be obligated or liable for any future payments due or for any damages as a result of termination under this paragraph. 40. TITLE AND RISK OF LOSS; The title and risk of loss of material or service shall not pass to the City until the City actually recelves the material or service at the point of delivery, unless otherwise provided within this Contract. 41. WARRANTIES. Contractor warrants that all material or service delivered under this Contract shall conform to the specifications of this Contract. More receipt of shipment of the material or service specified and any Inspection Incidental thereto by the City shall not alter or affect the obligations of the Contractor or the rights of the City under the foregoing warranties. Additional warranty requirements may be sot forth in this document. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PRICE PAGE ORIGINAL REQUEST FOR PROPOSAL NO. 161534 PAGE 26 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 PRICE PAGE INSTRUCTIONS: Group 1 (Groups 1-A through 1-D) of the Price Page requires fixed prices for specific jobs or motors as described in the heading for each group. Prices are requested for motors or assemblies of various horsepower ratings. GROUP 1: REWIND AND REPAIR The base bid per HP for Groups 1-A through 1-D shall be based on 1800 RPM (4 pole), T -frame motors. Offerors shall state, at the end of Group 1, the percentage above or below the base bid for 1200 RPM (6 pole) motors, 3600 RPM (2 pole) motors and for U -frame motors. Item--- No. Horsepower Est. Annual Usage Unit Price Extended Price Group�l-A: REWIND ONLY - 240/480(230/460) VAC, 3 phase combination voltage, 9 leads Standard seven (7) working days to complete. 1. 3 2 EA $ $�) 2. 5 2EA $ g $ I7p 3. 7.5 2EA $ I' l L4 0 4. 10 2 EA $S"' $ 113� n 5. 15 2EA $ %tru - - $ _915"'.3 0 $ �� 2 53? 6. 20 2 EA 7. 25 1 EA $ A $- $ 8. 30 3 EA - 9. 40 ---4 EA $1�.25S $x,0:20 10. 50 4EA $1, q,S_ $�� Total — Group 1-A: $ t -A 0_ Est. Annual No. Horsepower Usage Unit Price Extended Price Group 1-G3: REWIND ONLY - 480(460) VAC, 3 phase, part winding, 6 leads. Standard seven (7) working days to complete. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 L) ORIGINAL REQUEST FOR PROPOSAL NO.161530 PAGE 27 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 11. 60 1 EA $ l,5 °IC $ 12. 75 3 EA $ $ +��_qp 13. 100 3 EA $ 2 ,1 j} S $ 14. 125 2 EA $ 2,52-q& 52-q& $ 570 so 15. 150 3 EA $2,9;z -s` $ 55,775 16. 200 4 EA $ � �' � $ �,� O 17. 250 1 EA $ +4.0O $ 34G 18. 340 3 E $!,I0o $1 300 19. 350 3 EA $ IS2 00 $ 1 Z ?_OQ 20 400 1 EA $(e.-706 $ (91*7 cQ 21 450 1 EA $ '7. -7 sp $ :14 7 5'0 22. 500 1 EA M300 $ 3-00 Total - Group 1- B It�,m„ No. Horsepowe Est. Annual sa e Overhaul + Stator Rewind = Unit Price Ext,- tended Price Group 1-C: Complete overhaul on single phase type motors, 110-220 volts, various speeds. Overhaul to consist of minimum requirements as stated in the Scope of Work. Standard seven (7) working days to complete. Note: Unit price -equals overhaul plus stator rewind. 1. .5 4 EA $.135 $ 3 -7 0 � $ _ . $ ��.2 0 2. .75 4 EA $ 1351- $3 7 0 $ $ 2_. a a 0 3. 1 8 EA $1-Y S" $1-70 $j- .5 4. 3 4 EA $ 2b5' $_ qi(D $C 5 $ 4.5 Total — Group 1-C $ 0 r7 0 CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 E) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 28 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 Item No. Horsepower Est. Annual Usage Overhaul + 'Stator Rewind = Unit Price Extended Price Group 1-D: Complete overhaul on three phase type motors, 2401480 (2301460) volts, various speeds. Overhaul to consist of minimum requirements as stated in the Scope of Work. (Vote: Unit price equals overhaul plus stator rewind. 1. 3 4 EA $ ? b $ �.. $1aS— 2. 5 12 EA $.__ $�$ $ U, c 3. 7.5 6 EA $_21 O $5 70 $ $ p 4. 10 10 EA $90 $A-5-60 5, 15 2 EA $ ' 5 $-2 $4S -ZD-- $2. 6. 20 2 EA $ o7qC>— 7. 25 2 EA $ 3 t 4 $ $. 30 2 EA$p $.. $. _2 9. 40 3 EA 10. 50- 2 EA 11. 60 1 EA 12. 75 1 EA -- 13. 100 1 EA $,177 r_ $q�j ed,� 14. 125 1 EA $j525 $ 2 s $ 3., 1 i!�;: 15. 150 1 EA $ (o "7 b $ez, �►�� 16. 200 1 EA $ 7 S $ 3,S q � $Ec> $-q-415 -P _- 17. 250 1 EA $_q3 o $� $ o $ S 2 3 O 18. 300 1 EA $ )-.13S' $ 5, aa© 19. 350 1 EA $ i, Yb _ $S $fig_ 20. 400 1 EA $�-- $ c�© $ �Co o 21. 450 1 EA$, - 22. 500 1 EA $ o o $ if 4 0 $ 1 U $1� CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 D ORIGINAL REQUEST FOR PROPOSAL NO. 16163D PAGE 29 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 Total — Group.1-D $10(g 99S GRAND TOTAL GROUP 1 (Sum of Groups 1A -1 D) $-2q 119 -7 S - ,ADDITIONAL. INFORMATION FOR GROUP 1: The discount offered on parts and the flat rate per hour labor charge and machine work charge offered shall be indicated In this section and will apply to any work performed other than that specifically quoted In Group 1. Discount allowed from current standard parts list: 15--% Percentage price added for Vacuum Pressure Impregnation (VPI) % 1. on Groupl stator rewinds - 40 HP and under Bid Price Adjustments For Group 1 Motor Repairs Stated As Plus (+) Or Minus L-1 Percentage Adjustments To The Base Bid - 1800 Rpm T -Frame Price T -FRAME U -FRAM E 1. 1200 RPM f" 1 % 2. 1800 RPM$ - 3. 3600 RPM Labor Charges Hourly Rate (Shop Rate) $ (1 00 per hour Regular Hours between 7:00 am to 4:00 pm, Mon. — Fri. (does not include holidays) Labor Charges Hourly Rate (Shop Rate) $ 90 per hour Overtime Hours between 4:00 pm and 7:00 am, Mon — Fri. (does not include holidays) Labor Charges Hourly Rate (Shop Rate) $ I X 0 per hour Holiday Rate — Price per hour for 7 major holidays (New Year's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas Day) FIELD RA7rE= PORTAL-TO-PORTAL OR PORTAL -TO -COMPLETION Labor Charges Hourly Rate (Field Rate) $ 7A . 5O per hour Regular Hours between 7:00 am to 4:00 pm, Mon. — Fri. (does not include holidays) Labor Charges Hourly Rate (Field Rate) $ o $ . 75 per hour Overtime Hours between 4:00 pm and 7:00 am, Mon -- Fri. (does not include holidays) CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 Z) ORIGINAL REQUEST FOR PROPOSAL NO. 161530 PAGE 30 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (524) 791-4121 / FAX: (520) 791-4735 Labor Charges Hourly Rate (Field Rate) $ per hour Holiday Rate — Price per hour for 7 major holidays (New Year's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas Day) Machine/Welding Rate per hour Flat rate per hour labor charge for diagnostic analysis and reporting $ 20 _ per hour $ 7 5- per hour GROUP 2: PURCHASE OF NEW MOTORS Purchase price Quantity 1 each as per specifications In Scope of Work Item 2.6 Exhaust Fan Motor $ s' Pump Motor 182T $ 419"7 Pump Motor 286T $0 6!� GRAND TOTAL OROUP 2$� 0 E) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 ELECTRIC MOTOR AND MOTOR CONTROLS; REWIND, REPAIR SERVICES AND PURCHASES AMENDMENT NO. One (1) DATE ISSUED: Friday, September 23, 2016 The referenced document has been modified as per the attached Amendment No. One (1 }. Please sign this Amendment where designated and return the executed copy with the submission of your proposal. This amendment is hereby made part of the referenced proposal as though fully set forth therein. Any questions regarding this amendment should be addressed to Carole Quintana, Contract Officer at (520) 837- 4121 or carole.quintana@tucsonaz.gov Department of Procurement, Clty Hal! P.O. Box 27210 Tucson, Arizona 85726-7214 (520) 791-4217 Fax: (520) 791-4735 L) ORIGINAL REQUEST FOR PROPOSAL AMENDMENT CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO.: 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 RFP AMENDMENT NO.: One (1) P.O. BOX 27210, TUCSON, AZ 85726 PAGE 1 Of 1 PHONE: (520) 837-41211FAX: (520) 781-4735 RFP DUE DATE: Thursday, October 6, 2016 @ 4:00 P.M., Local AZ Time ISSUE DATE: Friday, September 23, 2016 CONTRACT OFFICER: CAROLE QUINTANA Carole. QulntanaCa-tucsonaz.gov A SIGNED COPY OF THIS AMENDMENT MUST BE SUBMITTED WITH YOUR SEALED PROPOSAL. THIS REQUEST FOR PROPOSAL IS AMENDED AS FOLLOWS: ELECTRIC MOTOR AND MOTOR CONTROLS: REWIND, REPAIR SERVICES AND PURCHASES ITEM NO. ONE (1): RFP DUE DATE: The Proposal Due Date and Time is hereby changed to October 6, 2016 at 4:00 p.m., Local AZ Time. ITEM NO. TWO (2): Representatives from the following 'firms were in attendance at the Pre -Proposal Conference on September S, 2016. Laron Keller Electric Bestway Electric Dykman Electrical Precision Electric , ITEM NO. THREE (3): The City intends to issue a subsequent Amendment with additional information. ALL OTHER PROVISIONS OF THE REQUEST FOR PROPOSAL SHALL REMAIN IN THEIR ENTIRETY, VENDOR HEREBY ACKNOWLEDGES' RECEIPT AND UNDERSTANDING OF THE ABOVE AMENDMENT. "'A� — 0 fl4sjjn�aj 1, FtFSTW ig ature Date Company NaMOTO�UAV116 — 728 S, CAMPBELL AVE. � `—��-- + ►S , 111CSON. AZ 65719 Print Name and Title Address City State zip 1) ORIGINAL CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 ELECTRIC MOTOR AND MOTOR CONTROLS: REWIND, REPAIR SERVICES AND PURCHASES AMENDMENT NO. TWO (2) DATE ISSUED: WEDNESDAY, SEPTEMBER 28, 2016 The referenced document has been modified as per the attached Amendment No. Two (2), Please sign this Amendment where designated and return the executed copy with the submission of your proposal. This amendment is hereby made. part of the referenced proposal as though fully set forth therein. Any questions regarding this amendment should be addressed to Carole Quintana, Contract Officer at (520) 837- 41,21 or carole.guintana(&-tucsonaz.gov Department of Procurement, City Hall P.O. Box 27210 Tucson, Arizona 85726-7210 (520) 791-4217 Fax, (620) 791-4735 ORIGINAL REQUEST FOR PROPOSAL AMENDMENT CITY OF TUQ$ON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO.: 161630 255 W. ALAMIrDA, 6TH FLOOR, TUCSON, AZ 85701 RFP AMENDMENT NO.: Two (2) P.O. BOX 27210, TUCSON, AZ 85726 PAGE 1 Of 1 PHONE: (520) 837-4129/FAX: (620) 791-4735 RFP DUE DATE: Thursday, October 06, 2015 @ 4:00 P.M., Local AZ Time ISSUE DATPc Wednesday, September 28, 2016 CONTRACT OFFICER: CAROLE QUINTANA Carole.gulntana0-tucsonaz.aov A SIGNED COPY OF THIS AMENDMENT MUST BE SUBMITTED WITH YOUR SEALED PROPOSAL. THIS REQUEST FOR PROPOSAL IS AMENDED AS FOLLOWS: ELECTRIC MOTOR AND MOTOR CONTROLS: REWIND, REPAIR SERVICES AND PURCHASES ITEM NO, ONE (1): RFP DUB DATE: The Proposal Due Date and Time will remain unchanged, and shall be October 6, 2016 at 4;00 p.m., Local AZ Time. ITEM NO. TWO (2): The following has been removed from the Introduction, page two (2) of the RFP. • Additionally, this contract will also include pump repair, rebuilding and replacement services as many of City motors (perhaps 50%) are connected to a sewage or sump pump. Such service would apply to any and all electrical powered equipment and all variations of motor controls. ALL OTHER PROVISIONS OF THE REQUEST FOR PROPOSAL SHALL REMAIN IN THEIR ENTIRETY, VENDOR HEREBY ACKNOWLEDGES RECEIPT AND UNDERSTANDING OF THE ABOVE AMENDMENT. I (An I -Lot Signature � D to Company Name. e�oA oma— - \,v�-V Sre��Tr � , BESTWAY Ft r, cac Print Name and Title Address 72$ S. CAMPAELI. AVE, TUCSON, Az 85719 City State Zip .. & ORIGINAL ILA�Ooee rJN Bestway Electric Motor Service, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #1180818 CR -291 #296811 CR -11 9/23/16 CITY OF TUCSON RFQ: 161530 ELECTRIC MOTOR & CONTROLS: REWIND, REPAIR SERVICES, AND PURCHASES SUBJECT: METHOD OF APPROACH, CAPABILITIES, & QUALIFICATIONS Bestway Electric has served the City of Tucson for over thirty years with motor/pump repair, electrical controls, new electric motors, pumps, and field services. We know your facilities, personnel, and equipment and believe we are uniquely qualified to manage the proposed SOW outlined in the proposed contract. Our 24-hour service, fleet of service vehicles, recently expanded shop, and highly trained personnel stand ready to serve your every need. We recently upgraded to Traverse Master ERP system which allows us to track, report, archive, and provide the highest detail of reporting to meet your documentation requirements. We have included information about this exciting system in our submittal. We look forward to the opportunity to serve the City of Tucson for another 30 years and beyond. Company Profile The corporation was established in 1978 in Tucson, Arizona as an electrical apparatus service center. The facility joined the Electrical Apparatus Service Association (EASA) as an active member, when eligible since 1979. The center follows guidelines as established in EASA. AR100-2015 RECOMMENDED PRACTICE for the repair of rotating electrical apparatus. Bestway Electric Motor Service occupies a 19,850 square foot repair facility and equipment which is OSHA -compliant, and is located in central Tucson. Bestway Electric performs repairs, sales, installation, and service of rotating equipment, including, but not limited to, electric motors, pumps of all types, vertical hollow -shaft motors, blower wheel and shaft assemblies, fans, magnets, traction motors and gearboxes. i/A E) ORIGINAL � Bestway � Elec i tr c Motor Service, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -11 Electric Motors Bestway Electric repairs single-phase and three phase (200V through 4160V), alternating current electric motors, and direct current electric motors, generators, and traction motors for a variety of applications. The service facility also houses a mechanical area for dismantling and evaluating the apparatus. The lifting capability is five tons in the original building and 15 tons in the new portion of the repair facility. As the motor is dismantled, it is inspected for any internal mechanical or electrical defects — e.g., signs of wear, rubbing or abrasion, mechanical stress, thermal aging, loose connections, contamination or arcing. Any defects are recorded and a detailed written repair estimate is prepared. Additional electrical tests, performed on the stator windings include continuity, insulation resistance, high potential and surge comparison tests. If rewinding is required, the core dimensions are measured and recorded, length of the coil extension is measured, and core -loss tests are performed to establish baseline readings for the integrity of the laminated core. The stator core is placed in a Pollution Control brand (4' x 4' x 5') or the now Pollution Controls (10' x 11' x 12) controlled -temperature reclaim ovens, so as to not damage the laminated core. Temperatures are recorded throughout the reclaim process. Stators are thoroughly cleaned and core-- loss tested. To assure that the winding will be identical to the original, the data is checked for accuracy against the manufacturers' design specifications, using a computer database program. The rewinding procedure uses inverter -duty rated Class H rated copper magnet wire, and insulation materials are Class H rated as well, or Class H formed coils. The windings are insulated with Class H resin (Dolph's CC 1105 polyester -based resin), either by a dip and bake process, or by vacuum pressure impregnation (VPI). All stators fifty horsepower and greater are VPI- treated as a standard. The windings are processed in the Epoxylite (4'. diameter V.P.I. System). The windings are cured in the Steelman bake ovens (6' x 6' x 6') and (10' x 11 ' x 12') capacity at 275 degrees F. AWANIR L) ORIGINAL ;A Bestway Electric Motor Service Co. Inc. N Y 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -11 All parts are cleaned in a Proceco power washer with a 10,000 lb. capacity, or by power -washing, sandblasting or solvent cleaning as required. The motor is then reassembled, with new bearings, of the original size and type. The assembled motor is tested as specified in EASA's Recommended Practice ARI 00-2015, and tested electrically using our Baker Surge Tester Models D12R and ST106E, a 500KVA Jenkins Test Panel (surge comparison, high potential and no-load tests) at 460VAC through 4160VAC and 230VDC. Mechanical tests include vibration readings, as the motor is test run on an independent isolated test bed, ensuring the most accurate vibration test results. A computer printout of all test results is then generated. A detailed Root Cause Failure Analysis Report is provided to the customer upon request. The motor is then painted and prepared for shipment. Bestway Electric also sells new motors, pumps, and variable frequency drives. The company performs factory -authorized warranty repairs and services for the following manufacturers: A.B.B., Baldor Electric, General Electric, Dayton, Leeson Electric, Lincoln Electric, Tatung, WEG, and others. Machine Shop The facility at Bestway Electric Motor Service includes a complete machine shop to perform any number of mechanical repairs, and/or fabrication to rotating apparatus of all types. The machining equipment includes: - G & L horizontal boring mill - Enco vertical milling machine - Cincinnati lathe with a 34" swing and 10' center to center - Weipert gap -bed lathe with 44" swing - Bullard vertical turret lathe with 3 6" swing and 24" bore - Clausing/Metosa lathe 22" swing and 8 ft center to center - Enco bench lathe with 12" swing and 20" center to center - Kitchen & Wade radial drill press with 5' radius and 48" stroke. ARN E) ORIGINAL ok�estway Electric Motor Service, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 ! PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR-29, #296811 CR-11 The machine shop utilizes metal powder techniques to restore housing surfaces, or can weld surfaces using MIC, TIG and/ or wire -feed welding equipment. when repairing direct current machines, commutators are turned, undercut, and bar -to -bar tested. Additionally, the mechanical shop has an I.R.D. BSO Balancing Stand with a 290 computerized controller (5000 lb. capacity) and I.R.D. 246 Portable Balancing Pack is used to perform dynamic balancing on rotating apparatus which has been repaired and as a preventative measure to prevent further mechanical breakdown. Pump Repair Pumps repairs constitute a large portion of the repair work performed at Bestway Electric since day one in 1978. The types of pumps repaired include, but are not limited to, horizontal end suction, horizontal split -case, vertical split -case, submersible, vertical turbine, and vertical in-line multi- stage pumps. The company sells and performs factory -authorized warranty pump repairs for the following pump manufacturers: ABS, Armstrong, Bell and Gossett, Flowtronex, Grindex, HCP (exclusive), ITT Goulds, KSB, Pumpex, TACO, ,ATM -Teel and many others. The pumps are dismantled and inspected, all machine fits are measured with micrometers or other devices as needed. Parts are cleaned in the power washer, or sandblasted as needed. Worn surfaces can be repaired by metal - spray buildup or welding and then machined to proper size. All O -rings, gaskets, lip seals, rotating seals, shaft sleeves, or pump packing are replaced using factory -original parts, or equivalent. Other worn parts, including pump shafts and seal sleeves, can be fabricated in the machine shop for economical and timely repairs versus purchasing the components from the pump manufacturer. Pumps are tested, and when possible tank and pressure tested on the premises, prior to painting or epoxy coating and in preparation for shipment to the customer or installation by our Field Service department. Aft, E) ORIGINAL Bestway Electric Motor Service, ce, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -299 #296811 CR -11 Outside Field Services In addition to the repair facility, Bestway Electric employs technicians, who specialize in outside field service. Equipment serviced includes, but is not limited to: electric motors, pumps of all types, sewage lift stations, irrigation pump stations, air handling equipment, cooling tower pumps and motors. In addition to servicing of rotating equipment, the service technicians specialize in electrical trouble -shooting, sales and installation utilizing variable frequency drives, soft -starting, and other electronic equipment. The technicians are factory trained in the operation of Pruftechnik Rotoalign equipment, which is used to laser align driven equipment and diagnose bearing and other problems. Field service vibration analysis and field balancing is performed using Pruftechnik VibeScan and I.R.D. vibration analysis and balancing instruments, plus F1ir E40 thermal imaging camera. Training of service technicians include: Baldor Drives Service Center Training, A.B.B. Variable Frequency drive factory- authorized start-up, program and repair, Square D Variable Frequency Drive factory -authorized repair, Flowtronex "Flow Net" factory trained and certified pump station service technicians to provide Flowtronex warranty, preventive service and out -of -warranty repairs, I.R.D. Vibration Training, Permit -Required Confined Space Entry (O.S.H.A. approved), MSHA training and site- specific training for various mining locations in Arizona, F.M. Certification by Flygt, Goulds Pump Service Center Training, Baldor Electric Motor warranty service and factory training including Motor Fundamentals and Drives Fundamentals, E.A.S.A. Root Cause and Failure Analysis Program.. The company holds R.O.C. License # ROC180818 Classification CR -29, and an Electrical Contracting License #ROC 296811, classification CR -11. We adhere to the Code of Business Practice as per the Electrical Apparatus Service Association. The repair facility adheres to EASA Standard AR100- 2015. The company employs twenty-eight workers and many of whom have been employed by Bestway Electric for more than ten years. ANE) ORIGINAL mom ;qra � Bestway Electric y ectric Motor Service, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -11 Vehicle Number VEHICLES Description 11 2000 Dodge 3500 Service Body 12 2003 Toyota Tacoma Pick-up 15 2006 Toyota Tundra Pick-up 16 2007 F-550 Ford Flatbed 17 2007 F-550 Ford Service Body 18 2005 Freightliner M2 20' flatbed 19 2012 Dodge Ram 1500 Pick-up 20 2012 Dodge Ram 1500 Pick-up 21 2012 Dodge Ram 1500 Pick-up 22 2012 Chevrolet Silverado Pick-up 23 2012 Chevrolet Pick-up/ladder racks 24 2014 Dodge Rain 1500 Pick-up 25 2014 Dodge Ram 1500 Pick-up 26 2016 Ram 350OHD Service Body Crane//Capacity Auto Crane/3500lbs Auto Crane/5300lbs Auto Crane/5300lbs Liftmoore /3500lbs Bestway Electric Motor Service Company, Inc. is a privately held, local service firm. The officers of the corporation are Raymond W. Kothe', as President and Pamela M. Kothe' as Secretary/ Treasurer, Bestway Electric Motor Service Company, Inc, has performed electric motor rewind and repair, pump repair services, and preventative maintenance services for the City of Tucson for more than thirty-seven years. Other top customers include the mining industry, state and county departments, electric utilities throughout the state of Arizona, manufacturing firms, and building management firms. Customer service and satisfaction are top company priorities. We take pride in providing our customers with superior workmanship, service and expertise, Bestway Electric is on call twenty-four hours a day, seven days a week for emergency services. AvARNM ORIGINAL / rANO Bestway Electric Motor Service, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -11 Key Employees President: Raymond W. Kothe is President of Bestway Electric Motor Service Company, Inc. He purchased the Company in 1978. Ray has forty- nine years of experience in electro -mechanical services and electrical/electronic trouble -shooting. Ray has completed factory training with Flowtronex, Baldor Electric (motors and drives certification), Pruftechnik Vibe -Scan, I.R.D. Mechanalysis, Flygt Corporation for Factory Mutual Certification, Goulds Pump factory training, Confined Space Certification and Electrical Safety Certification, among others. Ray sat for and received his Contractors License with the State of Arizona, Classification CR -29 Machinery. Vice President of Operations: Raymond L. McDannell -- Ray got is technical experience started in the US Army as a Pershing 1 a & Pershing II Nuclear Missile Electrical Mechanical Repairer (46N 10 & 46N20) and Watercraft Engineer (8 8L 10 & 8 8L20). Ray has served in many technical/leadership roles over the years as Water Production Maintenance Supervisor, Strategic Account Manager, Service Representative, and as General Manager, Vice President of Operations, and President of Precision Electric Company. Ray has completed several factory training courses such as Siemens Above NEMA Motor Repair, Siemens Flender Gearbox Repair, Danfoss Variable Frequency Drive Startup & Commissioning, PdMA Motor Analysis, Nidec-US AC Motor, Analytic Troubleshooting Kempner- Tregoe, City of Decatur Leading Edge leadership program. Repair Facility Manager: Brady Lane has literally grown up in the Electrical Apparatus Repair and Rewind industry. His grandfather established a motor repair facility in Farmington, New Mexico in 1958. Brady was employed with Lane Electric for 22 years, starting out at the very bottom: sweeping floors, cleaning parts. He was then trained as an electric motor mechanic and as a rewind technician. Brady left the firm in 2012 to relocate to Tucson and to work at Bestway Electric as our plant manager. Lane Electric is a premier electric motor repair shop, employs 21 technicians, and repairs motors up to 6000 HP. The marketplace for Lane Electric included repair work for utilities and for the oil and gas industries ORIGINAL �' /„,,Bestway Electric Motor Service, Co., Inc. WSW i 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 857191 PHONE 524-884-9141 FAX 520.884.1850 AZ ROC #18481.8 CR-29, #296811 CR-11 and raining operations in New Mexico. Sales Manager: Mike Anderson has served Bestway Electric for 18 years in many roles such as project estimator, account manager, and sales manager. Mike is a graduate of the U of A and has served the community of Tucson as a volunteer at local schools and athletic programs over the years. Mike has completed Baldor factory training on Understanding Motor Applications, Drive Service Center, Selling & Applying Inverter & Vector Drives, Process Controls, and Controls Troubleshooting. His expertise and attention to detail are what our customers appreciate most about Mike. Field Service Manager: Harold (Hal) Harris has over thirty years' experience in maintenance and equipment repair. He is the Field Service Manager for Bestway Electric. Prior to Bestway, Hal was employed by Nord Copper at the Johnson Mine for twelve years, serving as Maintenance Supervisor. His areas of expertise include electrical and mechanical repair, electrical trouble -shooting, variable frequency drive trouble -shooting and programming, heavy equipment operation. Hal has completed training as a .ABB Drives Expert, ABB Certified Start-up & Commissioning, Certified Crane Operator, Flownet (Flowtronex) Factory Training, First Aid, C.P.R. Training, Confined Space Certification, A.B.B. Drives Expert Certification, and A.B.B. factory warranty service. Field Service Technician #1: Dennis Brewer has been employed in the electrical apparatus field service for twenty-three years. He joined Bestway in September 2011, when he left Euro Fresh Farms in Wilcox, and relocated to Tucson. Dennis has trouble -shooting electrical equipment experience in the agricultural and mining industries. Dennis is also an excellent welder and alignment tech, has medium voltage (600 Volts to 4000 Volts AC} and low voltage (110-600 Volts AC) experience. Dennis is also experienced with installation and start-up, and trouble -shooting of AC and DC controls, variable frequency drives of all makes, and soft -starting equipment. Field Service Technician #2: John Miller is the qualifying party for the Company's CR -11 Electrical Contracting License and joined Bestway in 2014. Previously he was an electrical contractor and his experience with A & E) ORIGINAL Bestway Electric Motor Service, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -11 electrical and electrical code requirements strengthen the company's field service team. Electric Motor Rewind Technician #1: Chris Redmon has thirteen years of electric motor rewind experience, in this highly -specialized field. Chris can rewind AC and DC stators and armatures, with experience in random and formed coil rewinding of electrical apparatus up to 2250 HP. Electric Motor Mechanics: J.R. Mejia, Dan Wise, and Chris Peterson, (IEASA-trained pump specialist), all have more than fifteen years' experience each in the electrical. apparatus repair industry. All of our mechanics are thoroughly familiar with EASA Standard AR -100-201.5, our model for adherence to quality control standards. Quality Control Bestway Electric Motor Service Company, Inc. follows the Recommended Practice for the Repair of Rotating Electrical Apparatus (A.R.100-2015), which is recognized by the Electrical Apparatus Service Association (E.A.S.A.) standards for all in-house repair work. Expansion Ground breaking on construction of a new 7850 square foot Butler building began on February 9, 2015. The construction was completed in mid- September 2015. Key to the expansion was the purchase of City of Tucson owned property, which lies due west of our present facility. The new, adjacent building includes a 15 -ton overhead bridge crane system spanning forty feet, with eighteen feet of clearance under the hook, and a drive- through truck bay to facilitate loading and unloading of larger electrical apparatus. This new addition added paved employee and customer parking. The new building houses new equipment, including a new large Steelman baking oven, a new Pollution Controls burn -off oven: each oven has inside dimensions of 10 feet by 11 feet by 12 feet and is equipped with chart recorders. An independent isolated test bed has been installed to ensure the most accurate vibration test results. Also, the building houses a new paint tffl_��Ml AN ��$eSt . � �� way Electric Motor Service, Co., Inc. 728 S. CAWBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520884-9141 FAX 520.884.1854 AZ ROC #180818 CR-29, #296811 CR41 booth, new power wash and parts cleaning area, new air compressor, more lifting equipment, additional working areas and more. The addition is furnished with LED motion -sensor -operated overhead lighting; the paint booth uses water for filtration purposes; all wash water is processed and re- used as part of our parts cleaning processes. REFERENCES Raytheon Company Contact: Mario Maldonado Telephone: 520-794-8714 Mario MaldonadoAravtheon.com Contract to perform repairs and preventative maintenance at all sewage lift stations at the Raytheon facility located in Tucson, AL Green Valley Water District Contact: Larry Hoffman Telephone: 520-625-9112 g=dlhoffman( ),,aol.com Contract to perform regularly -scheduled preventative maintenance services and VFD maintenance services at various well and booster sites for the Green Valley Nater District, The Tucson Mall Contact: James Copeland Telephone: 520-293-7330 James.Coyeland(amap.com Contract to perform scheduled preventative maintenance and repairs at the sewage lift station for the Tucson Mall. Also, the subsequent electric motor repair and rewind and pump repairs for the air handling equipment, fountains and others. Trouble -shooting as required on the electrical starting equipment, including VFDs, vibration analysis, laser alignment services, and belt changing on blowers on an as -needed basis. acaer What is TRAVERSE MASTER? TRAVERSE MASTER is a fully integrated software solution for Apparatus Repair Shops. It combines Job Cost, Inventory, Distribution and Service, along with comprehensive accounting functionality to help manage operations and bottom- line performance. TRAVERSE MASTER is based on industry standard Microsoft .NET and SQL Server technologies making it easy to use, cost effective, and highly adaptable to your existing business. If you own an electrical, hydraulic, pump, or any other apparatus repair facility, TRAVERSE MASTER can help you realize increased profits and improvements in shop efficiency. TRAVERSE MASTER Features: TRAVERSE MASTER provides you with the key capabilities your shop needs to get business done, • Analyze job status and notes Setup multiple companies and departments • View tests, photos, and attachments Export information to Microsoft* Excel* • Generate quotes and estimates Measure performance • Eliminate duplicate entries Drill -down to key information • Track non -stock inventory transactions • Email and fax any document Benefits of Using TRAVERSE MASTER Apparatus Repair Shop Software Improve Revenues Job cost reporting helps you identify pricing opportunities, operation bottlenecks, employee efficiency and work performance. In addition, detailed job cost labor by work code, materials, and overhead values provide a cost profile for each job. Improve Shop Efficiency Job cost reporting eliminates double and triple postings, stoppage to find motor status, billing lead time and billing calculation errors. You are able to access information from the database and print this information with the job cards. Improve Customer Service Instantly access the status of a customer's job using links to TRAVERSE's powerful Interactive Views, a unique inquiry feature available from the Main Menu, to determine where the job stands in terms of production and scheduled completion dates. Improve Inventory Control TRAVERSE MASTER provides information that helps you keep stock levels low to minimize carrying costs, while maximizing product availability to prevent lost sales. Real-time tracking of finished goods, raw materials, and components makes TRAVERSE MASTER ideal for repair, manufacturing, and distribution organizations. Increase Bottom Line Profits • Measure your key metrics to help you manage your company. • Reduce in -shop turnaround times, costs, and repair times. Discover shop inefficiencies that are depriving you of profit, Add that profit back to your bottom line TRAVERSE MASTER Mobile Shop Floor What are the advantages of using TRAVERSE Mobile Shop Floor? TRAVERSE MASTER Mobile Technology gives you the power to do business in the palm of your hand, TRAVERSE MASTER Mobile Technology gives you the power to do business in the palm of your hand. Receiving Jobs, Material Charges, Location Tracking, Time Clock, and Inspection Checklists have never been easier or more efficient. With simple to use tablet functions designed specifically for the shop, TRAVERSE MASTER Mobile Shop Floor allows you to dramatically reduce duplicate entry and get data into your system quickly and easily. Optional Mobile Functions • Receive Jobs • Picture Management Enter Material Charges • Track Equipment Locations Remote Time Entry QA/Inspection Checklist • Delivery Receipts •t -YDS. i•''a .. = Ck gvNall 111C10r. ... ... ',• •. i.r..ri�..y.lw.vsr:tllmnaw.; i a%rw+a wi�t!q r Irat�e.aii�?a�.4rFWw�o.waie.'r .. . RPM 3 ii•: n• ^y: Yui . .. !bNM M:Aritirs •' • • .. .. Ck Cf:.F•-r,w'+Vt �.. ... f;ee:•ciejj�JMRRp..'._ .. .. .. ,... (� P_40. Job Costing provides efficiency and savings to your repair company TRAVERSE MASTER organizes repair jobs by department and work center. Each department can have different cost parameters and different burden rates. This is especially useful when performing outside services and in-house repairs. Job types identify the item being repaired and the user can define a nameplate template assigned to each type. Labor codes are user defined for the various repair processes and the system uses these codes for quoting labor, tracking actual time, and for invoicing repair work, Job Costing Features: • Compare actual performance, estimated time, and dollars. • View current profit in dollars and percentage at any point in the job process. Track and report on both labor hours and labor dollars. • Monitor all labor hours including over time and double time. • Track all Purchase Orders issued to a job. • Recall a job from history every time it comes in for a repair, • Enter new jobs using the copy function to select prior jobs for the same or similar repairs. • Flexible repair invoicing includes customer pricing and multiple jobs on a single invoice. • Build estimates from a workplan library. Digital Pictures and Test Results You want your data fast. We have engineered a method that gives you quick access to all of your attachments. Digital pictures and test results as well as up to date labor, material charges, and open POs are just a click away, Keep all the job notes, customer specifications, special instructions, and test results in one convenient place. We also give you the ability to e-mail or fax Word and Excel templates as well as any report or document and picture to your customer. Use Job Quotes for one Easy Step from Quote to a Job With TRAVERSE MASTER, you can open a Work Plan and create a new quote template with a few clicks. Use an existing template or copy an old quote to a new quote for the same kind of apparatus, Once you have created a quote, you can email or fax it to your customer right from your desk. Quality Assurance document Set You need an efficient way to collect job information from the shop floor and enter into the inspection report template. The QA Assurance Document Set fits the bill, providing you a Microsoft Excel -based application that provides pre- defined templates. You can modify existing templates or create new templates to satisfy your reporting needs. The QA Worksheets extract information about the job, job number, customer bill -to and ship -to locations, nameplate information, special instructions and more from your TRAVERSE MASTER solution, and populates those fields on the Inspection template. These findings can help you understand why a piece of equipment failed, and what will be required to repair it. You can easily modify the templates to create new ones, and to help satisfy your customers that have custom reporting requirements. Once produced, you can save the QA document set to the job as an attachment, making the document available as history should that piece of equipment revisit your shop for repair. IN 0 A B C 2 3 erwtleer �, rw�n eoa 0. I.MMlM1111�wKtAi 4 �. liNNerR RM L It05 1, MOIWW Watt iDIeO NYFi I bTATDN nOfon demon a Igoe i0.McMu rR 11. ...—br4*0rn 1. .w.na, u, nwcn f �i. iru,�a 1� SEALS QA Shom m i Inventory When it comes to inventory management, a successful company needs to count on accuracy. You need to know what you have in stock, how much it's worth, and where it's located in order to meet the needs and demands of your customers. With the TRAVERSE Inventory application, you can assure that ample inventory quantities are on hand at alt times. TRAVERSE lefts you closely monitor inventory movements by tracking detailed inventory history; then, use the Inventory Movement Report to identify your best products and to understand their purchase/sales cycles. You can even spot seasonal demand patterns, The Valuation Report summarizes the value of the items you have on hand. With TRAVERSE Inventory, you'll be able to make informed buying and selling decisions, improve customer service, and save money. • Set up as many locations as needed for each inventory item; all detail is maintained for each, including quantities and valuation, costs and prices. • Create and maintain lot and serial numbers for those item types; lot number details include an expiration date and serial numbers include detail purchase and sales information. • Create batches for physical inventory processing based on ABC class, product line or other criteria. Use tag or worksheet entry to enter counts, import counts, and enter counts by ex- ception only; quantities can be counted in the item base unit orthe reporting unit of measure. • Transfer item quantities to different locations as needed; transfer costs can be entered and added to the cost of the transferred product. • Increase or decrease item quantities as needed to correct Inventory situations; quantities are updated immediately and adjustments are saved to history. �y. g,W_ H Qatad N11my uew Serle! i kAtory Nevr Suwmry K" View hen, vekv LU NltmberNew serial Nurber lbew hem Ava9&bW W;v atremaw,cne ' tdetectat Raixiatiom P_ Room& >nwntory 16owmere Report hem ROM Repw PdC* Repod vatuet;on Repat Gent Vanenca Repan SOaitzed H" r*oa TtenescW Kjaoiy Rewan N; Prodoomy Repvne :G Me*e RwMn *.i; Pw*ck pmm* p r6 Ph*, t Inwnlory . . 6!- SeapandAiaa+tar+tuxa WoerUS14 hem Detect ud Yem R mvy ust den labels Ilam i.ocabone list lncatron itet Pec* "As ud 17 LIZ 09 �;vii • ._. —'.. .. .:K•.. Sales Order Successful selling is dependent on access to key information about your customers and the products you offer. TRAVERSE Sales Order gives you the tools you need to keep your customers happy by handling their orders promptly and efficiently. With Sales Order, you'll have ready access to inventory quantities and backorder information at your fingertips so you'll know exactly what is ordered and when it will ship. And, you can print an invoice or picking slip on demand with just a click. You'll have quick lookup based on customer, customer's order number, or your transaction number. You can enter, edit, view, and print invoices from a single screen. • Send invoices, statements, order acknowledgements and quotes in the format the customer prefers. • Easily create new orders and copy from existing orders in history; simply view the different transactions posted to history, select one that matches current order information, and create a new order from it. • Print invoices in the customer currency or the company base currency, based on the customer's preference. • Use prices that are calculated based on customer level, order quantity, special promotions, or customer specific prices for items. Item prices can be calculated based on markups from cost or markdowns from average, list, base or calculated prices. d...- :dplicPbOrY ordw vow ' Open Ord& DeteA Vow CLOAVW 1Mr Dew NatAry 16aw �1r Traneectlone Ordon �''� i .. •• ' � ONor/akl,arlcdgmwxe ' : GR'Pk" g EaWat ci,'r Bathe. 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Riii Retia Repod -. F -. 8rrerMl I trrlcn.m/ i +"'trww :• ' $def Pe4c"artceRepM }..L_kal :.ial _ an>.+�,,; Wnr ..ear►ee (.w_ t�_daw 'CIO Ye,ny rraa.a� IM UWIN I'm .11LM HN N e OX eY. _ f -'-_ ;M1^',^+fyj)j 3 _ 1 ���-'Iw�aN+ai � .. teCea'%. .rN10 Yi��,�� '.'.7a1v�-'1b/4b '�:`I�irY :iPM ica�W�w. uWU CAbit •'. .. �.� I. fi ee�'vsi .ilK71YNn10U � M�000u4�e+r � '' OdI0e0KY , ONFI, _I} Eliminote frustrating searches for customer orders with a variety of simple search methods. Purchase Order Purchasing processes are becoming increasingly complex. You need a strong, integrated system that will provide comprehensive purchasing capabilities, from the moment you decide to buy through the time the purchase is fully received and invoiced, TRAVERSE Purchase Order provides the tools you need to optimize, streamline and manage the complete purchasing cycle. Purchase Order gives you the features and functions you need to keep a watchful eye on the goods and services your company receives. You detect shortages and incorrect invoices so that you only pay for the items you've received. You can specify, confirm, and track every detail of an order you place with a vendor. You can indicate how you would like your goods shipped. You can confirm when, how many, and how much, And most importantly, you can track your original order until it is completed. • Send purchase orders in the format the vendor prefers. • View variances between order and actual quantities, order and actual costs, and delivery dates. • Distribute the indirect costs of shipping (inctuding shipping costs, entry costs, duties, brokerage fees, and taxes) to inventory items using landed cost functionality. Link Purchase Order transactions to sales order transactions, projects, or service work orders for easy tracking; print a fulfillment report to see which linked transactions can be processed immediately, �.� Asa. �, .,�• ,�, . _: ' W TrMfiscli0rrt - _ � � T K �(T "1V \ T LY/,.(pp f ,1 t p� t l .1Tj Y ♦ .!C {are vt 4t�� a:1ttN� ttlrtaFlMi'No'::' ' : _.'- -. ....: , . ....., ._ <, _: � �•..,=..-.:--a-�} .,Trnr,.sexa ' iG �fa�:' '�inYxeRepyvtd +;ijktpW:.. "; •,ti •. `y:.7X(eo`�_ ' Np�.iacuels. I��"f'der. �"�v'4�.�.5�?0•.a�+'gkd : , ,Wq nslw ii Aatd CeNt tRaee !=rF Oe4akNOdi• —�•r ,, ; �nvlNcwySt�lraroC�le xurxN.11,o4Yonb "` F j IwCrMroNlrikr�+i^J-1 :i .. 7rarnaAla,.tour�.V. S Ytudufi AsS6a1..• `::!.,.•: JVl4' O�itR ' B+ryFGYA AIM .. rdngele • ;(' IIi�FFTe>RMNEMTS a � `r' Roped& i tYpu#tlIl4Y .._ •:k71, .. - ... ' GMDi`61JGGi1t608GG •.. .... �' iltlr '' j:. '.f. P,OdFMMY&POUp1Glt7 I '�Mf7J�61'1100 '• ��i 1..! 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Nrlb4. j ll 'Rr'y�.1tlLy�1��-" �_,�{[[{'�,• �la.o6ri14eN s'►:��y..1�, . •::.;- ._._..._.�. 1,�, i • — .ro*r:eua.rtn+s�.i�. ... .. - •• �• �.:- • ':�.ti; _-:i::.aim,.•-�•;�':t .tea'. _�.�._Ti:�'..:�.%�I got, '. •ii-:rte?-r�__.=x�-,Y:.,. �.. :. ;a'�� tYl1"FfdetlYaFZpH"• `'-""` `�•. : Accounting Single source TRAVERSE solutions begin with a Microsoft platform and feature -rich accounting software --solutions that are flexible, easily customized, scalable and portable. This gives you a single point of contact for all your business solution needs, from your back office accounting system to your industry specific solution to the Internet. Extract useful information and perform effective analysis and reporting with these accounting applications: • General Ledger • Accounts Payable • Accounts Receivable • payroll • Enhanced Payroll Tax Reporting • Direct Deposit • Bank Reconciliation • Fixed Assets • Banking Multicurrency Genera[ Ledger :TRiaveaSE-ooipoa►a. 1. • .. 1". �., . . '.. ; I. •... .. ':.. M+PI'_ �. h!71a♦j�.•:;:a!k4t.:'- :.l.M'�w!:.a..ihe� ;• N�uepR, �•-..O!M!,ehYt*we,; •-:'. t!it!�,�:j.:�ali�.l._ statements and reports for up-to-date information on your company's �,'mjt �e,a!a .. -. • • ` � /W I 11 .{t r :CJI: � .. i , i w w i activities. hrdt 7rtM BBerge [iepat Gasie now &ataeaeM �LLM :-W. •... � .ywY Y�LN I \b�I D1J••Y hwAiY ;��t- — IdJ= f �•M•LaWr�.._ ::): ':QNM'�+M ���—�'•�7:i i',Mhv_. _ _ •tq. j'Q � !anfaLlar /.K: 7.x11 ; 4:; '�Jrw+l eww fM • en I i eYX 4-�* w [ 44- <Y / .. .b: r If 4j • Print or export financial statements or interact with them through TRAVERSE General Ledger is the core of your accounting system, With this application you can decrease the amount of time you spend on arduous accounting tasks while boosting control of your company's financials. Entries from other applications flow into General Ledger, giving you timely financial information that is essential to your decision making. You will stay up to date on receivables, payables, budget information, and transaction history throughout your system. Maintain your journal,-- log recurring entries, generate audit trails, and create custom financial Lr - - ' :� tiarrwe Newc statements and reports for up-to-date information on your company's �,'mjt �e,a!a ;.; MaM�elhm'A li0¢b,le activities. hrdt 7rtM BBerge [iepat Gasie now &ataeaeM , T40 IWWWa ROPOO I � Fatatt.+ei5tat°�arttc . • Print or export financial statements or interact with them through Pda RW . .. the active financial statement viewer, drilling down as needed to ct.anpo Raeal you Yee FndMantawwa '• • :' . supporting information. Choose from a wide variety of preconfig- UrAmoamaert Year aeuoid002aLaatYom ured financial statements or build your own custom statements 2 P+�od£nd M�tlt+nencc aorl using the flexible reporting tools. P.Qo lim-Y Ume teed Gak4 end Lceeee HepW . NO LAry *anted Gane aad Lmoai Use unlimited budgets and forecasts for inquiry and reporting; �5et� s ,. create revised budgets and forecasts at any time and compare your actual results to the original budget, the revised budget, or * Batch Stecemrme cosh Flowcutsm. ..... , both. � Setup &1draaireerw" ., Slaetar lies. • Print financial statements and other reports for all of the years for which you've saved history. . •: :_ . {s[ :f•ee -� •::•:-��; 'I :a►a.pr'; :_';=:: ' • Import transactions from Excel, where you can enter and/or modi- r�r-,::: r:•ri =_ �<: :. ' Accounts Receivable TRAVERSE Accounts Receivable helps you handle credit and collections tasks with less strain on your employees. You can track every aspect of your sales and receivables in a timely manner, and use this vital management information to improve the inflow of cash and make the most of sales trends. You'll be able to assess your sates position by producing timely reports. Identify your best customers and stay on top of sales patterns. Evaluate your cash discounts program, and spot delinquent accounts early. TRAVERSE Accounts Receivable gives you the flexibility to deliver invoices, statements and packing lists by email or printed document based on the preference of each individual customer. And, if your customers call with questions on their account, you'll be ready to help out using quick lookups filtered by customer or transaction criteria. • Group, sort, filter, and modify the layout to view the information the way you want to see it; yourfilter and grid Layout is saved and used the next time you open the form. Print invoices in the customer currency or the company base currency, based on the customer's preference. Configure data entry screens to your own preferences by choosing which fields are visible on the form; use De- sign Studio to change the order of the fields and to adapt the form to your specific business needs. • Set up credit card and direct debit payments. Accounts Payable Tracking obligations to suppliers, controlling cash flow, and making sound cash management decisions is simple and straightforward with TRAVERSE Accounts Payable, With this application you can prioritize your vendor payments and make wise decisions about when to make them. You can manage your expenses efficiently and keep your accounts up to date with user -defined terms, aging periods, and cutoff dates. Assess your financial position by producing timely reports. You'll save time and money with the ability to review outstanding payments by vendor and select which payments to hold or release. You'll be able to view historical data for an unlimited number of years in detail or summary, as well as view and select payables to be released for payment. Pay vendors using your preferred method: cash, check, credit card, or electronic funds transfer (if using Banking application). • Easily produce 1099 forms and magnetic media, • Pay foreign vendors in either the vendor currency or company base currency, depending on their preference, Payroll TRAVERSE Payroll gives you total flexibility in taking care of your employees while keeping you current with reporting requirements. In addition to printing checks and paying employees, you can easily maintain detailed records with clear audit trails, track paid time off, and keep up to date with tax law changes, TRAVERSE Payroll can handle it all. You can analyze payroll expenses and employee productivity to help control costs and review expense distribution. When coupled with the Banking application you can pay by direct deposit. You can use TRAVERSE Payroll to produce detailed reports to help you plan and generate a budget. Manage your expenses efficiently by tracking CPP, El, Federal and Provincial Taxes, as well as earnings, by department. You decide whether to calculate scheduled deductions as a fixed amount, a percentage of gross pay, an hourly rate, or a declining balance. You can easily produce T4s and T4As to meet federal requirements. TRAVERSE stores important employee Information like rate changes and education levels, giving you a quick and convenient source of human resources information. • Quickly find information and create clear, detailed reports using TRAVERSE's interactive views. i Reduce data entry errors by importing time card and payroll information from external programs. • Tailor your interface and create unlimited user -defined fields using the TRAVERSE Design Studio. • Take advantage of TRAVERSE maintenance for worry -free updating of flax tables and codes. y .7— LAI•... . Nooe9annwa Dadud�ae Jaumel � 1 +- Copy Reeunbp Cmtaea t ,a _ra ✓rte, `�j . Pu61 TwAactian! B Payday WOA. • " ' ti ftwy Rwtab I CkkuleloMecks �:.:.'. TraneadimHAOryRa•M Check Hilary Reprtr � •. • • � Stud Otedu _ k}DepedniMJ , ':. Halsry Ropaf t .. ' Aon PArNmems ; =J Peaomd pe mda 0#4 Leave Ropm t ; . • T•evd Repot Pmt Cheeks �.? Will Shang Cernuo Report Salary HavlewHepat �7S 4oatoPOW" pay H4 Rate Wed Ospaa rat .. s Levielm Rehday (Lein kp1l MraW Rami • . Pm Vanden Lack Witer '] 1 i ymaa wy Pana aM Rvaa .. . - Payehade Racelvrd RepaA (j 6dueatlpr Rtp09 r • Kay Date Repot i ' . .. 6r{Jay llir ax RvVu't H t)uwlarlYoerfnd Ftepods �':R . Pav F*od Dsdudion Repan Ew*os and Txdrhau Report 4 `F. Dapadm ,4 Expaa4e Repn4 lu„'o Rood .. '• . - Pok L'Mdca 16WCheeks WN -MN Repod r Ie+c Hwa C .. :. Q; ItKoq Wryab . Reis tlrearyrbymerd Ropat- C•nhanced Form Tn Rll"% .•) faee•Oa -------- 941W0kalxet I..� . • .. . _�,_ it' Pmductyty FiePme � � . �il)•Datrris Aaaeriob! ! tea» kyukaerer � - � .. Chwvs PAY” YM -L'� ^•� _ ` ' Hao up Laevo 8denc• - i:_-+� T� tilt tVllPlenlYsiON1 C6arLesvellam �:kcv,�ck3!�+c;` vM :,r;��:�rt-�6irtx ' ►Lry° RecwanQ fatMaa .. . 3 A'iR a RWSatyedb ra ...,-rte_. - �...-•+c �_ . - _:�e-r,-: •- _ •+i•:-irr-.^..r:-a :•__.�::;sem r - lost! Yi1 f FifCal Yun 2Q11 i Customer Relationship Management (CRM) Sales opportunities happen anywhere and everywhere, so you need to have critical customer information at your fingertips wherever opportunity finds you. TRAVERSE Customer Relationship Management (CRM) gives you complete control of your customer information whether you're at your desk or miles from the office, browsing email or visiting customers. No matter how your employees connect with the office, TRAVERSE CRM provides deployment options to give your team access to the information they need, tailored to fit their role. Integration to other TRAVERSE applications provides access to a wide range of information while providing the security needed to keep your data safe. Deploy TRAVERSE CRM on the desktop, in a browser, on mobile devices, or in Microsoft Outlook. Maintain unlimited contact names, methods (phone, email, fax.), and user -defined fields for contacts. » Receive, categorize, and refer opportunities, and analyze your campaigns by optionally assigning values and references. Point of Sale (POS) TRAVERSE Point of Sale (POS) is a computerized retail management system that takes advantage of the latest touch screen, scanning, and other technologies, facilitating the rapid transaction processing necessary in a fast -paced retail environment. TRAVERSE POS uses a distributed design that does not require a constant connection to the primary server and database, bringing you the stability and flexibility you need for high-volume business. TRAVERSE POS is the perfect solution to improve the profitability of your retail business. It provides streamlined transaction entry (sales, returns, layaways and quotes) and the ability to quickly locate information through robust reporting and lookup functions. You'll be able to capture complete transaction details at the point of sale, and transaction history and real-time database records are stored indefinitely, so your valuable data is always available for reporting and analysis, • Tender payments for transactions in any currency supported by your company. Choose which currencies you wi it accept and manage the exchange rates for those currencies. • Interface to a wide variety of authorized credit card processors, or coordinate with a different provider of your choosing to integrate their solution with TRAVERSE. • Create invoices, returns, and layaways from the same menu. • Check stock status from anywhere in the POS screen. Business Intelligence To grow and prosper, organizations must have ready access to all of their critical business information -- and effective tools to analyze it. TRAVERSE offers several reporting tools that delivervital information quickly and accurately, which is critical to the success of your business. • Capitalize on TRAVERSE's tight integration with Microsoft Office applications, which allows you to analyze your business data using Microsoft Excel. • Rest assured that your critical business metrics are monitored as often as you require. With Info -Alert, the right people inside and outside your organization are notified when certain conditions occur so you'll always be ahead of the curve in seizing opportunities and correcting po- tential problems. • Stay abreast of key business indicators from your Windows desktop with TRAVERSE Dashboard. I nteractive Views TRAVERSE features Interactive Views, which allow you to format interactive views of information by filtering out unnecessary data, sorting the remaining data according to your needs, and by rearranging, adding, and removing columns of Information as needed. When you finish adjusting the format to your needs, you can browse the information, print it to a report or graph selected data using TRAVERSE's powerful graphing capabilities. You can then save the view for later recall. These personalized views offer great efficiency in subsequent information retrieval, and can be shared with others in the organization. ERP software that adapts to the way you work TRAVERSE has four layers of adaptability. This allows you to change your software to fit the way your company works not the other way around. And once your customizations are in place upgrading to new versions is a snap, thanks to Microsoft's .NET and SQL Server technology, Personalize You can personalize TRAVERSE by adjusting the menu organization and terms, changing the basic form navigation, and by creating and saving individualized `views' of data for inquiry and reporting. Design Use the TRAVERSE Design Studio to add custom fields, change the layout of forms, and build import and export definitions to provide integration to other software or automation equipment that you may use. Integrate TRAVERSE includes a set of data mapping and scheduling tools to integrate your Web store, trading partner, or other proprietary or third -party application data with TRAVERSE. Using these integration tools ensures that data coming into TRAVERSE from these systems is passed through the same validations and business rules as data you enter in TRAVERSE. Customize TRAVERSE is built on a complete framework designed to help you customize TRAVERSE applications to fit your needs. An extension or custom application built on the TRAVERSE framework automatically inherits and includes the adaptable functionality found in native TRAVERSE screens. Does your company have multiple departments or divisions? Improve Collaboration Using one Information Framework Share necessary information to build a stronger organization TRAVERSE can help your employees collaborate more effectively with all stakeholders: customers, vendors, executives, banks, and so on. You can connect all your departments to one integrated source of data, which provides accurate information to stakeholders as needed. Your employees get things done easily with real-time, relevant, and integrated business knowledge. TRAVERSE offers complete solutions for businesses in many industries. The comprehensive, award-winning feature set meets the needs of the entire organization, making TRAVERSE an ideal solution to unify your departments under one integrated system. If the need for more advanced integration arises, the TRAVERSE framework provides the solution. TRAVERSE is designed following object-oriented principles and is built on Microsoft's .NET Framework. The business processes can be deployed as software services in a service-oriented architecture (SOA), providing services that can be used by other packages to exchange information with TRAVERSE. vendnr TRAVERSE Applications Acco u nti n g • General Ledger • Accounts Payable • Accounts Receivable • Payroll • Banking • Bank Reconciliation • Fixed Assets Distribution • Inventory • Bill of Materials/Kitting • Purchase Order • Sales Order • Warehouse Management • Requirements Planning Manufacturing • Bill of Materials • Production • Requirements Planning • Routing and Resources Reporting • Interactive Views • Info-Atert Enhanced Payroll Tax Reporting • Digital Dashboard Featured Verticals • Project Costing • Point of Sale • Not for Profit • CRM • Service Director • Electronic Data Interchange • Multicurrency Portal Applications • Customer inquiry Portal • Customer Order Entry Portal • CRM Portal • Dashboard Portal • Sales Rep Portal • Project Costing Portal • Service Director Portal • Payroll Portal • Executive Portal • Financial Portal • PO Approval Portal •/}.���'v'i!'. R4:^• -,r-::V•:..:•�.+...:.: v�. Yr.nrr i. ,,•:rY'Y: 'e a _•..: i , A111116. .� ♦!,� .tea :'"�`.' '3, ... yt.Sn:,lyh. #ham%.,.tiR•..y«� iv J1 tL ol 4WO4 low , A �r2 .7 Al, m �i F -I E:l Recognized as an American National Standard (ANSI) �� �adcan NaUn��s 1 ANSI/EASA AR100-2015 EASA Standard AR100m2015 RECOMMENDED PRACTICE FOR THE REPAIR OF ROTATING ELECTRICAL APPARATUS E AS, The Electro *Mechanical Authority EASA ARIOO-2015 Recommended Practice - Rev. August 2016 EASA AR 100-2015 RECOMMENDED PRACTICE CrID ` 'J� REPA[R C1F R�TATIFlu TRICAL APPARATUS mtro•Mechanical Authority EASA AR100-2015 Recommended Practice - Rev. August 2015 Electrical Apparatus Service Association, Inc. 1331 Baur Blvd. • St. Louis, MO 63132 USA 314-993-2220 * Fax: 314-993-1269 www.easa.com • easainfo@easa.com Copyright cO 2016. All rights reserved. EA$A AR100-2015 Recommended Practice - Rev. August 2015 TABLE OF CONTENTS SECTION 1: GENERAL 1.1 PURPOSE 1.2 SCOPE 1.3 IDENTIFICATION Terminal Boards 1.3,1 Service Center Labeling 2.2 1.3.2 Records Temperature Sensors 1.3.3 Nameplate 1.4 CONDITION ASSESSMENT AND FAILURE INVESTIGATION 1.5 INSPECTION AND CLEANING 1.6.1 Inspection 2.3 1.5.2 Cleaning 1.6 TERMINAL LEADS 1.7 TERMINAL CONNECTORS 1.8 TERMINAL BOXES 1.9 COOLING SYSTEM 1.10 EXTERIOR FINISH 1.11 PACKAGING AND TRANSPORTATION 1.12 AUTHORIZATION TO SHIP SECTION 2: MECHANICAL REPAIR 2.1 SHAFTS Capacitors 2.1.1 Diameter Tolerances Starting Components and Switches 2.1.2 Permissible Runout Terminal Boards 2.1.3 Keyseat (Keyway) Width Tolerances 2.2 BEARINGS Temperature Sensors 2.2.1 Bull or Roller Bearings 2.2.2 Sleeve Bearings 2.2.2.1 Sleeve Bearing End -Thrust 2.2.2.2 Oil Rings 2.2.2.3 Seals 2.3 LUBRICATION 2.3.1 Grease 2.3.2 Oil 2.4 FRAME AND BEARING HOUSINGS 2.4.1 General 2.4.2 Mounting Surface Tolerances, Eccentricity and Face Runout 2.5 LAMINATED CORES 2.6.1 Rotating Elements 2.5.2 Stators 2.6 BALANCING 2.7 SLIP RINGS 2.8 COMMUTATORS 2.8.1 Machining 2.8.2 Undercutting and Beveling 2.9 BRUSHHOLDERS 2.10 BRUSHES 2.11 BRUSH SETTING FOR DC MACHINES Table of Contents, Page 1 2.12 AIR GAP OF MACHINES 2.13 ACCESSORIES 2.13.1 Capacitors 2.13.2 Starting Components and Switches 2.13.3 Terminal Boards 2.13.4 Space beaters 2.13.6 Temperature Sensors TABLES 2-1 Shaft Extension Diameter Tolerances - NEMA Machines 2-2 Shaft Extension Diameter Tolerances -IEC Machines 2-3 Permissible Shaft Extension Runout --- NEMA Machines 2-4 Permissible Shaft Extension Runout -IEC Machines 2-5 Shaft Extension Keyseat Width Tolerances -NEMA Machines 2-6 Shaft Extension Keyseat (Keyway) Width Tolerances --IEC Machines 2-7 Labyrinth Seal Diametral Clearance Guide 2-8 Mounting Surface Tolerances, Eccentricity, and Face Runout -NEMA Type C Face - Mounting Motors and Type D Flange - Mounting Motors 2-9 Mounting Surface Tolerances, Eccentricity, and Face Runout -NEMA Type P Flange - Mounting Motors 2-10 Mounting Rabbet (Spigot) Diameter Tolerances -IEC Flange -Mounted Machines 2-11 Mounting Surface Eccentricity and Face Runout --IEC Flange -Mounted Machines 2-12 Brush-to-Brushholder Clearance 2-13 Radial Ball Bearing Fit Tolerances 2-14 Cylindrical Roller Bearing Fit Tolerances SECTION 3: REWINDING 3.1 INSPECTION 3.1.1 Core Laminations 3.1.2 Thermal Protectors or Sensors 3.2 REWINDING SPECIFICATION 3.3 STRIPPING OF WINDINGS 3.4 INSULATION SYSTEM 3.5 CONDUCTORS 3.6 STATOR, ROTOR, AND ARMATURE COILS 3.6.1 Random -Wound Coils 3.6.2 Farm -Wound Coils 3.7 FIELD COILS 3.7.1 Stationary Coils Table of Contents, Page 2 EASA AR100-2016 Recommended Practice - Rev. August 2016 3.7.2 Rotating Coils 3.8 SQUIRREL CAGE AND AMORTISSEUR WINDINGS 3,9 THERMAL PROTECTORS OR SENSORS 3.10 SHAPING AND LACING OF STATOR WINDINGS 3.11 COIL CONNECTIONS 3.11.1 Making Connections 3.11.2 Insulating Connections 3.12 WEDGES 3.13 BANDING OF ROTORS AND ARMATURES 3.14 IMPREGNATION OF WINDINGS SECTION 4: TESTING 4.1 SAFETY CONSIDERATIONS 4.2 INSULATION CONDITION INSPECTION A.1.1 Training AND TESTS A.1.2 Clothing 4.2.1 Insulation Resistance Test 4.2.2 Polarization Index (P.I.) Test TEST AREA 4.2.3 Insulation Power Factor Tests 4.2.4 Turn -to -Turn Test A.2.3 Signs 4,2.5 Winding Surge Test 4.2.6 Interlaminar Insulation Teat A.2.6 Test Unit Clearance 4.2.7 Bearing 'Insulation Test 4.2.8 Phase Balance Test A.3.2 Exclusive Attention 4,2.9 Polarity Test 4.2.10 Dummy Rotor Test TEST PANELS 4.2.11 Impedance Test 4.3 RECOMMENDED WINDING TESTS 4.3.1 Stator and Wound -Rotor Windings A.4.4 Disconnect 4.3.2 Squirrel Cage Windings 4.3.3 Armature Windings HIGH -POTENTIAL GROUND (EARTH) 4.3.4 Shunt, Series, Interpole, Compensating and Synchronous Rotor Windings 4.3.5 Interconnection of Windings 4.4 HIGH -POTENTIAL TESTS 4.4.1 Windings 4.4,1.1 New Windings 4.4.1.2 Reconditioned Windings 4.4.1.3 Windings Not Reconditioned 4.4,2 Accessories 4.4.2.1 New Accessories 4.4,2.2 Accessories of Machines with Reconditioned Windings 4.4.2.3 Accessories of Machines with Windings Not Reconditioned 4.5 NO-LOAD TESTS 4.6,1 Speed 4.5.2 Current 4.6.3 Cooling System IV 4.5.4 Sound Level 4.6.5 Bearing Temperature 4,5.6 Vibration Testa 4.6 TESTS WITH LOAD 4.7 INSTRUMENT CALIBRATION TABLES 4-1 High -Potential Test Using AC—New Windings 4-2 High -Potential Test Using DC ---New Windings 4-3 High -Potential Test Using AC—New Accessories 4-4 High -Potential Test Using DC—New Accessories 4-5 Unfiltered Vibration Limits—Resiliently Mounted Machines APPENDIX: ELECTRICAL TESTING SAFETY CONSIDERATIONS A.1 PERSONAL SA F E TY A.1.1 Training A.1.2 Clothing A.1.3 Supervision A,1.4 First Aid and CPR A.2 TEST AREA A.2.1 Enclosure A.2.2 Gates A.2.3 Signs A.2.4 Lighting A.2.5 Safety Equipment A.2.6 Test Unit Clearance A.3 UNIT UNDER TEST A.3.1 Suitability for Test A.3.2 Exclusive Attention A.3.3 Grounding (Earthing) A.3.4 Base AA TEST PANELS A.4.1 Construction A.4.2 Voltages A.4.3 Warning Lights A.4.4 Disconnect A.4.5 Safety Switch A.4.6 Leads A.5 HIGH -POTENTIAL GROUND (EARTH) TEST BIBLIOGRAPHY STANDARDS ORGANIZATIONS & OTHER RESOURCES EASA ARIOO-2015 Recommended Practice - Rev. August 2015 Section 1 General 1.1 PURPOSE The purpose of this document is to establish recommended practices in each step of the rotat- ing electrical apparatus rewinding and rebuilding processes. 1.2 SCOPE This document describes record keeping, tests, analysis, and general guidelines for the repair of induction, synchronous and direct current rotat- ing electrical apparatus. It is not intended to take the place of the customer's or the machine manu- facturer's specific instructions or specifications or specific accepted and applicable industry standards or recommended practices. This document should be supplemented by ad- ditional requirements applicable to specialized rotating electrical apparatus including, but not lim- ited to, listed explosion proof, dust -ignition proof, and other listed machines for hazardous locations; and specific or additional requirements for hermetic mo- tors, hydrogen -cooled machines, submersible motors, traction motors, or Class lE nuclear service motors, 1.3 IDENTIFICATION 1.3.1 Service Center Labeling Machines or standalone components received for repair should have the repair company's name or identifying logo and shop order number permanently affixed to machine or standalone components for future reference. This shop order number should be listed on the repair invoice. 1.3.2 Records A record of each machine received for repair should be established at the time of receipt and kept on file for at least 3 years, The record should include the nameplate data, electrical test data (both before and after repair), mechanical measurements (both before and after repair), original winding data, final wind- ing data, and details of replaced parts. This record should be made available to the customer for review if requested. The primary cause of failure should be determined, if possible, and should be recorded on the apparatus repair record. 1.3.3 Nameplate An electrical machine should have a permanent nameplate containing the principal information needed to put the machine into service. The original nameplate is preferred. If a machine is redesigned, the original nameplate should remain on the unit Section 1, Page 1 and a new nameplate mounted adjacent to it with the word "redesigned" and the new rating and date of redesign shown. The original nameplate may be reversed (blank side out) to prevent misinterpreta- tion, but it should remain with the frame. 1.4 CONDITION ASSESSMENT AND FAILURE INVESTIGATION The service center should inspect and test the ap- paratus when received to confirm its condition and obtain data for any failure investigation. Initial data collection should proceed before any work is carried out. Inspect all parts for defects before and after cleaning. Document any evidence of distress, such as physical damage, overheating, tampering, inap- propriate lubrication, electrical tracking, or foreign object damage. If possible, obtain information about operating conditions at the time of failure. Collect and carefully examine any debris from any fault. The primary cause of failure should be determined, if practical, and documented in the repair record. 1.5 INSPECTION AND CLEANING 1.5.1 Inspection If required clean the external surfaces of the equip- ment to avoid contaminating internal components during disassembly. Disassembly should be done methodically. Record the condition of all components, take dimensions necessary for reassembly, condition assessment and fault diagnosis. Each component should be clearly and indelibly marked so that it can be placed in the correct location upon re -assembly. It is important to preserve and carefully inspect any material or component that may have been involved in a failure. Inspect all parts for wear and damage before final cleaning. Insulation should be examined for evidence of degradation or damage, such as; (1) Puffiness, cracking, separation or discolor- ation as indication of thermal aging. (2) Contamination of coil and connection surfaces. (3) Abrasion or other mechanical stresses. (4) Evidence of partial discharges (carona). (5) Loose wedges, fillers, ties, banding, or surge rings. (6) Fretting at supports, bracing or crossings (an indication of looseness or movement). (Reference: IEEE Stds. 432, Sec. 5.) Bars and end rings for amortisseur and squirrel cage windings should be examined for evidence of defects. Testing may be needed (see Paragraph 4.3.2). Section 1, Page 2 1.5.2 Cleaning EASA AR100-2015 Recommended Practice - Rev. August 2015 All windings and parts should be cleaned. Dirt, grit, grease, oil, and cleaning agent residue should be removed. The parts that do not require immedi- ate work should then be clearly labeled to identify the customer or job number and stored to prevent damage, contamination or corrosion. 1.6 TERMINAL LEADS All apparatus equipped with lead wire should have insulated lead wire that meets or exceeds machine rated current, temperature class and voltage. The temperature rating should be appropriate for the duty and any oven curing process, and allow for the effect of heat transfer to the terminals. All leads should be suitably marked or colored where necessary to indicate correct connection. Lead markings should conform to original manufacturer markings, NEMA Stds. MG 1 or IEC Stds. 60034-8, whichever is applicable. Leads and markings should be of sufficient du- rability to withstand the environment involved and be of sufficient length for ease of connecting to power supply at the terminal box or to terminal blocks. Leads on totally enclosed apparatus should be properly sealed to meet environmental operating conditions. A print or plate should be furnished, where neces- sary, indicating correct connections. 1.7 TERMINAL CONNECTORS The recommended method of attaching terminal connectors (lugs) to lead wire is by crimping or pressure indenting the lug barrel, using a lug sized to suit the particular cable stranding provided, in accordance with recommendations of the lug manu- facturer.: Damaged or missing lugs should be repaired or replaced. 1.8 TERMINAL BOXES Missing terminal boxes should be replaced, and damaged terminal boxes should be repaired or re- placed. See NEMA Stds. MG 1, 4.19 for guidance on replacement terminal boxes. Gaskets and seals that are removed should be replaced. 1.9 COOLING SYSTEM The fans and cooling ducts should be clean and operational. Cover plates and air baffles should be clean and in place. Damaged or missing parts of the cooling system should be repaired or replaced. 1.10 EXTERIOR FINISH Apparatus should be externally cleaned and painted, unless the customer requests otherwise. 1.11 PACKAGING AND TRANSPORTATION After completion of the repair and testing, the ma- chine should be packed in a manner suitable for the form of transport to be used. Packing and transport should be as arranged with the customer. Blocking of the shaft is recommended, depending on the type of machine, mode of transport and the distance to be traveled. Where blocking is used, it should be clearly identified. Oil -lubricated machines should be shipped without oil, and the need for lubricant clearly identified. 1.12 AUTHORIZATION TO SHIP Repaired machines that have passed all required repair related tests and inspections should have the indication of acceptability, for example, "OIC to ship" entered in the repair record. The service cen- ter should identify those authorized to make this determination. EASA AR100-2015 Recommended Practice - Rev. August 2016 Section 2 Mechanical Repair 2.1 SHAFTS Shafts should be checked for wear, cracks, scoring and straightness. Shaft extension dimensions should be checked as follows. 2.1.1 Diameter Tolerances • NEMA frame size machines: See Table 2-1 • IEC frame size machines: See Table 2-2. 2.1.2 Permissible Runout • NEMA frame size machines: See Table 2-3 • IEC frame size machines: See Table 2-4. 2.1.3 Keyseat (Keyway) Width Tolerances • NEMA frame size machines: See Table 2-5, • IEC frame size machines: See Table 2-6. Keyseats should be true and accommodate keys to a tap fit. 2.2 BEARINGS Bearings should be inspected for failure modes such as spalling, contamination, fretting, fluting, and scoring. Bearings and bearing arrangements should be identified and documented. Insulated bearings should be tested (see 4.2.7). 2.2.1 Ball or Roller Bearings Bearing housing and shaft bearing fits should be measured and compared to design specifications (Reference: ANSI/ABMA Stds. 7 as a guide). Any fits that are not within, tolerance should be restored. See Tables 2-13 and 2-14. Replacement bearings should be equivalent to the original manufacturer's specifications unless redesigned by agreement with, or at the instruction of the customer. 2.2.2 Sleeve Bearings The sleeve bearing fit in the housing and the diametral clearance should be measured and set to original equipment manufacturer's specifications if available. Note: Not all sleeve bearing bores are cylindrical. 2.2.2.1 Sleeve Bearing End -Thrust Bearings of horizontal machines should be posi- tioned on the shaft to eliminate end -thrust against either bearing. 2.2.2.2 Oil Rings Oil rings should be true and rotate freely. Retain- ers, when provided, should be inspected and replaced if necessary. 2.2.2.3 Seals Seal clearance should be set to original equipment Section 2, Page 1 manufacturer's specifications if available. Other- wise, the values in Table 2-7 are provided as a guide. Measure the final seal dimensions. 2.3 LUBRICATION 2.3.1 Grease If bearings require grease lubrication, grease in- lets should be equipped with fittings and the inlet passages and tubes cleaned and filled with appropri- ate grease. Lubricant should be compatible with the customer's lubricant. Open bearings should be filled with grease during assembly. In the absence of the machine manufacturer's lubrication instructions, the grease reservoir should be filled to approximately 1!3 capacity. 2.3.2 Oil Lubricant, including oil for test operation, should be compatible with the customer's lubricant. There should be a means to indicate proper oil level, such as an oil sight gauge. Evidence of oil leaks should be investigated and the cause corrected. 2.4 FRAME AND BEARING HOUSINGS 2.4.1 General Frame and bearing housings should be examined for. defects. Cracks and breaks should be repaired and fits restored to manufacturer's specifications. 2.4.2 Mounting Surface Tolerances, Eccentricity and Face Runout • NEMA Type C face -mounting motors and Type D flange -mounting motors: See Table 2-8. • NEMA Type P flange -mounting motors: See Table 2-9. • TEC flange -mounted machines: See Table 2-10 and Table 2-11. 2.5 LAMINATED CORES Examine stator and rotating element laminations for evidence of hot spots, physical damage or miss- ing components. 2.5.1 Rotating Elements Inspect rotating element core for evidence of loose fit on the shaft, sleeve or spider on which the lamination stack is assembled. The outer diameter of the rotating element laminations should be true and concentric with the bearing journals. 2.5.2 Stators The stator laminations should not be loose in the frame. If applicable, the bore of the stator lamina- tions should be true and concentric with the rabbet 3 Section 2, Page 2 (spigot) diameter of the frame. 2.9 BALANCING EASA AR100-2015 Recommended Practice - Rev. August 2016 Dynamic balancing of the rotating element should be to the level specified by the customer. In the absence of a requested level, dynamic balancing to balance quality grade G2.5 (ISO 194011) for ma- chines rated 2500 rpm or slower, and to the level of grade G1.0 for machines rated above 2500 rpm should enable the machine to meet final vibration limits as defined in Paragraph 4.5.6. Note: Locate balance weights so that they do not interfere with other components. 2.7 SLIP RINGS The slip rings should be turned to concentricity with the shaft bearing seats. The surface finish should be between 40 and 60 micro -inches (1.02 and 1..52 microns). For those de- signs where the slip rings are equipped with a spiral groove to reduce brush operating temperature, both edges of the groove should be lightly chamfered. Slip rings should have sufficient stock to ensure proper brush performance, Manufacturer's limits should apply. 2.8 COMMUTATORS 2.0.1 Machining The commutator should be turned to concentricity with the shaft bearing seats. The surface finish should be between 40 and 60 micro -inches (1.02 and 1.52 microns). No flat spots or high, low or loose segments should exist. Commutators should have sufficient stock to ensure proper brush performance. Manufacturer's limits should apply. 2.8.2 Undercutting and Beveling The mica should be undercut, or left flush, as re- quired by the application. When undercut, the mica should be removed along the sides of the bar for at least the complete length up to the riser or dust groove and to a depth of approximately the width of the slot. Undercut areas should be free of foreign material and high mica. Beveling may be required for those commutators that have rough segment edges resulting from work - hardening of the copper during the undercutting process. 2.9 BRUSHHOLDERS Brushholders should be clean and free of any de- bris, oil, or dirt. Movable brushholder parts should be free working. The brush fit in the brushholder box should be inspected for excessive clearance, and worn brushhoiders should be replaced. Clearances should be as specified in Table 2-12. Brush stud insulation should be free of cracks and should not be charred or have missing components. In the final assembly of the machine, brushhold ers should be adjusted for clearance to the commuta- tor or slip rings of 0.060 inch (1.5 mm) to 0.125 inch (3mm), depending on the size of the unit. Manufac- turer's specifications should apply. For commutator machines, it should be verified that the brushholders align the brushes with the commutator bars and maintain equal circumferen- tial spacing between brushes. Spring pressure should be measured and adjusted to a range recommended by the original equipment manufacturer or the brush manufacturer for the specific application and brush type. Brushholders and jumpers should be high -poten- tial tested to the machine frame at the test voltage specified for the corresponding winding circuit (see Subsection 4.4). 2.10 BRUSHES Brush shunts should be tight in the brush and connections to the holder should be clean and tight and maintain clearance to other components. The face of the brush should be seated, or con- toured, to make full contact with the commutator surface or slip rings. The brush fit in the brushholder box should be inspected for side clearance (see Table 2-12) and for excessively worn brushes. Brushes worn beyond useful length should be replaced. Brushes in the same circuit of a machine should be of the same grade unless otherwise specified by the original equipment manufacturer. For DC ma- chines, brushes should be the size and grade to give successful commutation in normal service 2.11 BRUSH SETTING FOR DC MACHINES In the final assembly, the brush rigging should be positioned so that the brushes are set for brush neu- tral, with brush position clearly marked. Accepted methods of determining this position vary widely, and no single standard procedure applies. Note: In an assembled DC machine, each brush must contact at least two commutator bars at a time. Then, the brush short-circuits the armature coil connected to these bars. The brushes are consid- ered to be set for brush neutral when the armature coils shorted by the brushes are midway between main poles. 2.12 AIR GAP OF MACHINES The air gap of the machine should be uniform (within plus or minus 10% of the average), or to original manufacturer's specifications. In a DC machine, the air gaps of the main poles should be uniform, and the air gaps of the interpoles should be uniform. EASA AR100-2015 Recommended Practice - Rev. August 2015 2.13 ACCESSORIES 2.13.1 Capacitors Capacitors should be tested for rated capacitance and subjected to a high -potential test (see Paragraph 4.4). Capacitors should be replaced if damaged. 2.13.2 Starting Components and Switches Short circuit devices, centrifugal mechanisms, switches, and starting relays should be verified for electrical and mechanical operation at correct speed and voltage. These items should be replaced if damaged. Section 2, Page 3 2.13.3 Terminal Boards Terminal boards should be replaced if damaged, with components of the same ampacity and tempera- ture rating of the original components. 2.13.4 Space Heaters Space heaters should be tested at operating volt- age for rated current or power and subjected to a high -potential test (see Paragraph 4.4). They should be replaced if damaged. 2.13.5 Temperature Sensors Bearing and winding sensors or protectors should be identical with or equivalent to the original devices in electrical and thermal characteristics. Table 2-1. SHAFT EXTENSION DIAMETER TOLERANCES NEMA MACHINES DIMENSIONS IN INCHES EQUIVALENT DIMENSIONS IN MILLIMETERS Shaft Diameter Tolerance Shaft Diameter Tolerance 0.1875 to 1.5000, Incl. +0.000 -0.0005 4.76 to 38.1 Inc. +0.000 -0.013 Over 1.5000 to 6.500, incl. +0.000 -0.001 Over 38.1 to 165, 1, incl. +0.000 1 -0.025 Reference: NEMA Sids. MG 1, 4.9.1. Dimensions shown in millimeters are rounded off. Table 2-2. SHAFT EXTENSION DIAMETER TOLERANCES IEC MACHINES 'In some countries the k6 tolerance Is used Instead of j6. Reference: IEC Stds, 60072-1, C.1.4. Dimensions shown In inches are rounded off. Table 2-3. PERMISSIBLE SHAFT EXTENSION RUNOUT NEMA MACHINES DIMENSIONS IN INCHES DIMENSIONS IN MILLIMETERS Shaft Diameter Shaft Runout* EQUIVALENT DIMENSIONS IN INCHES Tolerance Designation Nominal Shaft Diameter Over Up To Tolerance Shaft Diameter Over UD To Tolerance 6* 6 10+0.007 -0.002 0.236 0.394 +0.0003 -0.0001 6* 10 18 +0.008 -0.003 0.394 0.709 +0.0003 -0.0001 6* 18 30 +0.009 -0.004 0.709 1.181 +0.0004 -0.0002 k6 30 50 +0.018 +0.002 1.181 1.969 +0.0007 +0.0001 M6 50 80 +0.430 +0.011 1.969 3.150 +0.0012 +0.0004 m6 80 120 +0.035 +0.013 3.150 4.724 +0.0014 +0.0005 M6 120 180 +0.040 +0.015 4.724 7.087 +0.0016 +0.0006 M6 180 250 +0.046 +0.017 7,087 9.843 +0.0018 +0.0007 m6 250 315 +0.052 +0.020 9.843 12.402 +0.0020 +0.0008 m6 315 400 +0.057 +0.021 12.402 16.748 +0.0022 +0.0008 m6 400 500 +0.063 +0.023 15.748 19.685 +0.0025 +0.0009 M6 500 630 +0.070 +0.026 119.685 24.803 +0.0028 1 +0.0010 'In some countries the k6 tolerance Is used Instead of j6. Reference: IEC Stds, 60072-1, C.1.4. Dimensions shown In inches are rounded off. Table 2-3. PERMISSIBLE SHAFT EXTENSION RUNOUT NEMA MACHINES DIMENSIONS IN INCHES EQUIVALENT DIMENSIONS IN MILLIMETERS Shaft Diameter Shaft Runout* Shaft Diameter Shaft Runout* 0.1875 to 1.625 Incl. 0.002 4.76 to 41.5 incl. 0.051 Over 1.625 to 6.500, Ind. 0.003 Over 41.3 to 165. 1, incl 0.076 'Maximum permissible change in Indicator reading when measured at the end of the shaft extension. Note: The permissible shaft runout tolerance has not been established where the shaft extension length ex- ceeds the NEMA standard. However, runouts for shafts longer than standard are usually greater than those indicated above. Reference: NEMA Stds. MG 1, 4.9.7. Dimensions shown in millimeters are rounded off. Section 2, Page 4 EASA ARI 00-2015 Recommended Practice - Rev. August 2015 Table 2-4. PERMISSIBLE SHAFT EXTENSION RUNOUT IEC MACHINES DIMENSIONS IN MILLIMETERS EQUIVALENT DIMENSIONS IN INCHES Nominal Shaft Diameter Over Up To Shaft Runout* Shaft Diameter Over Up To Shaft Runout 6 10 0.030 0.236 0.394 0.001 10 18 0.035 0.394 0.709 0.001 18 30 0.040 0.709 1.181 0.002 30 50 0.050 1.181 1.969 0.002 50 80 0,060 1.969 3.150 0.002 60 120 0.070 3.150 4.724 0.003 120 180 0.080 4.724 7.087 0.003 180 1 250 0.090 7.087 9.843 0.004 250 315 0.100 9.843 12.402 0.004 315 400 0.110 12.402 15.748 0.004 400 500 0.125 15.748 19.685 0.005 500 630 0.140 19.685 24.803 0.006 This table applies to rigid foot -mounted and flange -mounted machines. " Maximum permissible change in indicator reading when measured midway along the shaft extension length. Reference: IEC Stds. 60072-1, 0.1.6. Dimensions shown in Inches are rounded off. Table 2-5. SHAFT EXTENSION KEYSEAT WIDTH TOLERANCES NEMA MACHINES DIMENSIONS IN INCHES EQUIVALENT DIMENSIONS IN MILLIMETERS Width of Ke seat Tolerance Width of Keyseat Tolerance 0.188 to 0.750, incl. +0.002 -0.000 4.78 to 18.1, incl. +0.051 1 -0.000 Over 0.750 to 1.500, Incl. +0.003 1 -0-000 Over 19.1 to 38.1 Incl. +0.076 -0.000 Reference: NEMA Stds. MG 1, 4.9.2. Dimensions shown in millimeters are rounded off. Table 2-5. SHAFT EXTENSION KEYSEAT (KEYWAY) WIDTH TOLERANCES IEC MACHINES DIMENSIONS IN MILLIMETERS EQUIVALENT DIMENSIONS IN INCHES Nominal Width of Keyseat (Keyway) Over Up To Tolerance* Width of Keyseat (Keyway) Over Up To Tolerance* 2 up to 3 -0.004 -0.029 0.078 0,118 -0.0002 -0.0011 3 6 1 0 -0.030 0.118 0.236 0 -0.0012 6 10 0 -0.036 0.236 0.394 0 -0.0014 10 18 0 -0.043 0.394 0.709 0 -0.0017 18 30 0 -0.052 0.709 1.181 0 -0.0020 30 50 0 -0.062 1.181 1.969 0 -0.0024 50 80 0 -0.074 1.969 3.150 0 -0.0029 80 100 0 -0.087 3.150 3.937 0 -0.0034 *Normal keys, Tolerance Na. Reference: IEC Stds. 60072-1, C.1,5. Dimenslons shown in Inches are rounded off. 6 EASA AR100-2015 Recommended Practice - Rev. August 2015 Section 2, Page 6 Table 2-7. LABYRINTH SEAL DIAMETRAL CLEARANCE GUIDE Speeds given are synchronous speeds corresponding to the applicable line frequency and winding poles. Dimensions shown In millimeters are rounded off. The above table isto be used for horizontal machines with bronze/brass labyrinth seals, absent specific clearance recommendations from the manufacturer. Galling materials, such as cast- iron, may require greater clearance. Vertical machines may require less clearance. Labyrinth seal clearance must always be greater than the bearing clearance. A general rule of thumb suggests labyrinth seal clearance should be 0.002" - 0.004" (050 -.100 mm) greater than the sleeve bearing clearance. * The shaft diameter Is the diameter at the seal fit; and "up to" means "up to but not Including." " The diametral clearance Is the clearance for the applicable range of shaft diameter, Table 2-8. MOUNTING SURFACE TOLERANCES, ECCENTRICITY AND FACE RUNOUT NEMA TYPE C FACE -MOUNTING MOTORS AND TYPE D FLANGE -MOUNTING MOTORS DIMENSIONS IN INCHES DIMENSIONS IN INCHES EQUIVALENT DIMENSIONS IN MILLIMETERS Rabbet Diameter Shaft Diameter 3000 to 3600 rpm From I Up To Diametral Clearance** (+.002"!.00011) Shaft Diameter* 1800 rpm or lower From Up To Dlametral Clearance** (+.002"/-.000") 3.000 3.500 0.009 3.000 3.500 0.012 3.500 4.000 0.010 3.500 4.000 0.014 4.000 4.500 0.012 4.000 4.500 0.016 4.500 5.000 0.014 4.500 5.000 0.018 5.000 5.500 0.015 5.000 5.500 0.020 5.500 6.000 0.017 5.500 6.000 0.022 6.000 6.500 0.018 6.000 6.500 0,024 6.500 7.000 0.020 6.500 7.000 0.026 7.000 7.500 0.021 7.000 L7.500 0.028 EQUIVALENT DIMENSIONS IN NILLIMETE'R3 Shaft Diameter* 3000 to 3600 rpm From U To Diametral Clearance** +.050mm1-.000mm Shaft Diameter* 1800 rpm or lower From Up To Diametral Clearance** +.050mm/-.000mm 76 89 .230 76 89 .305 89 102 .255 89 102 .355 102 114 .305 102 114 .405 114 127 .355 114 127 .455 127 140 .380 127 140 .510 140 152 .430 140 152 .560 152 165 .455 152 165 .610 165 178 .510 165 178 .6610 176 191 .535 178 191 .710 Speeds given are synchronous speeds corresponding to the applicable line frequency and winding poles. Dimensions shown In millimeters are rounded off. The above table isto be used for horizontal machines with bronze/brass labyrinth seals, absent specific clearance recommendations from the manufacturer. Galling materials, such as cast- iron, may require greater clearance. Vertical machines may require less clearance. Labyrinth seal clearance must always be greater than the bearing clearance. A general rule of thumb suggests labyrinth seal clearance should be 0.002" - 0.004" (050 -.100 mm) greater than the sleeve bearing clearance. * The shaft diameter Is the diameter at the seal fit; and "up to" means "up to but not Including." " The diametral clearance Is the clearance for the applicable range of shaft diameter, Table 2-8. MOUNTING SURFACE TOLERANCES, ECCENTRICITY AND FACE RUNOUT NEMA TYPE C FACE -MOUNTING MOTORS AND TYPE D FLANGE -MOUNTING MOTORS maxanum permissiome cnange to indicator reading. Reference: NEMA Stds. MG 1, 4.12, Table 4-5. Dimensions shown In millimeters are rounded off. DIMENSIONS IN INCHES EQUIVALENT DIMENSIONS IN MILLIMETERS Rabbet Diameter Tolerance on Diameter Eccentricity & Face Runout* Rabbet Diameter Tolerance on Diameter Eccentricity & Face Runout* Less than 12 +0.000 -0.003 0.004 Less than 304.8 +0.000 -0.076 0.102 12 to 24 +0.000 -0.005 0.007 304.8 to 609.6 +0.000 -0.127 0.178 Over 24 to 40 +0.000 -0.007 0.009 Over 609.6 to 101 6 +0.000 -0.178 0.229 maxanum permissiome cnange to indicator reading. Reference: NEMA Stds. MG 1, 4.12, Table 4-5. Dimensions shown In millimeters are rounded off. Section 2, Page 6 EASA AR100-2015 Recommended Practice - Rev. August 2015 Table 2-9. MOUNTING SURFACE TOLERANCES, ECCENTRICITY AND FACE RUNOUT NEMA TYPE P FLANGE -MOUNTING MOTORS `Maximum permissible change In indicator reading. Reference: NEMAStds. MG 1, 4.13, Table 4-6. Dimensions shown in millimeters are rounded off. Table 2-10. MOUNTING RABBET (SPIGOT) DIAMETER TOLERANCES IEC FLANGE -MOUNTED MACHINES DIMENSIONS IN MILLIMETERS DIMENSIONS IN INCHES EQUIVALENT DIMENSIONS IN MILLIMETERS Rabbet Diameter Tolerance on Diameter Eccentricity & Face Runout* Rabbet Diameter Tolerance on Diameter Eccentricity & Face Runout" Less than 12 +0.003 -0.000 0.004 Less than 304.8 +0.076 1 -0.000 0.102 12 to 24 +0.005 -0.000 0.007 304.8 to 609.6 +0.127 -0.000 1 0.178 Over 24 to 40 1 +0.007 -0.000 0.009 Over 609.6 to 1016 +0.178 -0.000 0.229 Over 40 to 60 +0.010 -0.000 0.012 Over 1016 to 1524 +0.254 -0.000 0.305 `Maximum permissible change In indicator reading. Reference: NEMAStds. MG 1, 4.13, Table 4-6. Dimensions shown in millimeters are rounded off. Table 2-10. MOUNTING RABBET (SPIGOT) DIAMETER TOLERANCES IEC FLANGE -MOUNTED MACHINES DIMENSIONS IN MILLIMETERS EQUIVALENT DIMENSIONS IN INCHES Tolerance Designation Nominal Rabbet (Spigot) Diameter Over Up To Tolerance Rabbet (Spigot) Diameter Over Up To Tolerance j6 30 50 +0.011 -0.005 1.181 1.969 +0.0004 -0.0002 j6 50 80 +0.012 -0.007 1.969 3.150 +0.0005 -0.0003 6 80 120 +0.013 -0.009 3.150 1 4.724 +0.0005 -0.0004 6 120 180 +0.014 -0-011 4.724 7.087 +0,0006 -0.0004 '6 180 250 +0.016 -0.013 7.087 9.1543 +0.0006 -0.0005 h6 250 315 0 -0.032 9.843 12.402 0 -0.0013 h6 315 400 0 -0.036 12.402 15.748 0 -0.0014 h6 400 500 0 -0.040 15.748 19.685 0 -0.0016 h6 500 630 0 -0.044 19.685 24.803 0 -0.0017 h6 630 800 0 -0.050 24.803 31.496 0 -0.0020 h6 800 1000 0 -0.056 31.496 39.370 0 -0.0022 h6 1000 1250 0 -0.066 39.370 49.213 0 -0.0026 h6 1250 1600 0 -0.078 49.231 62.992 0 -0.0031 h6 1600 2000 0 -0.092 62.992 78.740 0 -0.0036 116 2000 2200 0 -0.110 78.740 86,614 0 -0.0043 Note: This table applies to machines with FF, FT and FI mounting flanges. Reference: IEC Stds. 60072-1, C.1.7. Dimensions shown in inches are rounded off. EASA ARI 00-2016 Recommended Practice - Rev. August 2015 Section 2, Page 7 Table 2.11. MOUNTING SURFACE ECCENTRICITY AND FACE RUNOUT IEC FLANGE -MOUNTED MACHINES DIMENSIONS IN MILLIMETERS EQUIVALENT DIMENSIONS IN INCHES Nominal Rabbet (Spigot) e Diameter Over Up To Eccentricity & Face Runout* Rabbet (Spigot) Diameter Over Up To Eccentricity & t* Face Runout* 40 up to 100 0.080 1.575 3.937 0.003 100 230 0.100 3.937 9.055 0.004 230 450 0.125 9.055 17.717 0.005 450 800 0.160 17.717 31.496 0.006 800 1250 0.200 31.496 49.213 0.008 1250 1 2000 0.250 49.213 78.740 0.010 20-00-1_2240 0.0020 0.315 78.740 88. -189 0.012 Note: This table applies to machines with FF, FT and FI mounting flanges. "Maximum permissible change in indicator reading. Reference: IEC Stds. 60072-1, C.7. Dimensions shown in inches are rounded off. Table 2-12. BRUSH-TO- BRUSHHOLDER CLEARANCE DIMENSIONS IN MILLIMETERS EQUIVALENT DIMENSIONS IN INCHES Nominal Brush Nominal Brush Dimensions Width and Clearance Dimensions Clearance Thickness Max. Min. Width and Thickness Max. Min. 1.6 0.144 0.044 1116 0.0056 0.00175 2 2.5 3.2 0.158 0.050 118 0.0062 0.0020 4 0.178 0.050 3/16 0.0070 0.0020 5 6.3 0.193 0.055 1/4 0.0076 0.0022 8 5/16 10 3/8 12.5 0.232 0.072 7/16 0,0091 0.0028 16 1/2 5/8 20 0.254 0.080 3/4 0.0100 0.0032 25 7/8 1 32 0.300 0.100 1-1/4 0.0118 0.0039 40 1-112 50 64 0.330 0.110_ - - 1-3/4 -� 0.0130 0.0043 80 2 Reference: IEC Stds. 60136, Table I. Dimensions shown in inches are rounded off. To avoid confusion between dimensions in millimeters and in Inches, brushes and brushholders may have markings as follows: metric dimensions 0; Inch dimensions A. NOTE: Replacement of a brush made to inch dimensions with a brush made to mil- limeter dimensions (or vice versa) might cause problems because of an improper fit In the brushholder. 9 c Table 2-13. RADIAL BALL BEARING FIT TOLERANCES' 'For hollow shafts, use j6 instead of J5, m5 Instead of k5, n6 instead of m5, and p6 instead of m6. Shaft rotates -outer ring stationary. Adapted from ABMA Std. 7, Tables 1, 2, 3 and 4. The above shah (interference) fits and housing (clearance) fits are practical for most standard electric motor applications. Where wider tolerances (housing fits) are permissible, use tolerance class h7 instead of h6. Some applications such as hollow shaft motors, spindle motors and vibrator motors require a dtfferent tolerance class than shown In the table. W 0 N N m 0 00 vc Shalt Fits HMO uall rnmgFits aH HS Bearing Shaft Diameter g 200 Series Housing Sore Bearing 300 Series Housing Bore Basic 7olemnce Bore Qnches) (mm) r03 (Inches) (mm) OD (inches) (mm) Number Claes' mm Maximum Mintmum Maxdmum Maximum Minimum Maximum Minimum Maximum mm Minimum Maximum Minimum Maximum 00 j5 10 0.3939 0.3936 10.004 9.998 1.1811 1.1816 30.000 30.016 35 1.3780 1.3786 35-000 35.016 01 J5 12 0.4726 0.4723 12005 11.997 1.2598 1.2604 32.000 32.016 37 1.4567 1.4573 37.000 37.016 02 J5 150.5908 0.5905 15.005 14.997 35 1.8780 1.3786 35.000 35.016 42 1.6535 1.6541 42.000 42.016 03 j5 17 0.6695 0.6692 17.005 16.997 40 1.57481.5754 40.000 40.016 47 1.8504 1.8510 47.000 47.016 04 k5 20 0.7878 0.7875 20.011 20.002 47 1.8504 1.8510 47.000 47.016 52 2.0472 2.0479 52.000 52.019 05 k5 25 0.9647 0.9844 25.011 25.002 52 2.0472 20479 52.000 52.019 62 24409 2.4416 62.000 62.019 06 k5 30 1.1615 1.1612 30.011 30.002 62 2.4409 2_.4416 62.000 62019 72 2-8346 2.6353 72.000 72.019 07 k5 35 1 1.3785 1.3781 1 35.013 35.002 72 2.8346 2.8353 72.000 72.019 80 3.1496 3.1503 80.000 80.019 08 k5 40 1.5753 1.5749 40.013 40.002 80 3.1496 3.1503 80.000 80.019 90 3.5433 3.5442 90.000 90.022 09 k5 45 1.7722 1.7718 45.013 45.002 85 3.3465 3.3474 85.000 85.022 100 3.9370 3.9379 100.000 100.022 10 k5 50 1.9690 1.9686 50.013 50.002 90 3.5433 3.5442 90.000 90.022 110 4.3307 4.3316 110.000 110.022 11 k5 552.1660 2.1655 55.015 55.002 1 DO 3.9370 3.9379 100.000 100.022 120 4.7244 4.7253 120.000 120.022 12 k5 60 2.3628 2.3623 60.015 60.002 110 4.3307 4.3316 110.000 110.022 130 5.1181 5.1191 130.000 130,025 13 k5 66 2.5597 2.5592 65.015 65.002 120 4.7244 4.7253 120.000 120.022 140 5.5118 5.5128 140.000 140.025 14k5 70 27565 2.7560 70.015 70.002 125 4.9213 4.9223 125.000 125.025 150 6.9055 5.9065 150.000 150.025 15 k575 2.9534 2.9529 75.015 75.002 130 5.1181 5-1191 130.000 130.025 160 6.2992 6.3002 160.000 160.025 16 k5 80 3.1502 3.1497 80.015 80.002 140 5.5118 5.5128 140.000 140.025 170 6.6929 6.6939 170.000 170.025 17 k5 853.3472 3.3466 86.018 85.003 150 5.9055 5.9065 150.000 150.025 180 7.0866 7.0876 180.000 180.025 18 k5 90 3.5440 3.5434 90.018 90.003 160 62992 6.3002 180.000 160.025 190 7.4803 7.4814 190.000 190.029 19 Icy 95 3.7409 3.7403 95.018 95.003 170 6.6929 6.6939 170.000 170.025 200 7.8740 7.8751 200.000 200.029 20 k5 100 3.9377 3.9371 100.018 100.003 180 7.0866 7.0876 180.000 180.025 215 8.4646 8.4657 215.000 215.029 21 m5 105 4.1350 4.1344 105.028 105.013 190 7.4803 7.4814 190.000 190.029 225 8.8583 8.8594 225.000 225.026 22m5 110 4.3318 4,3312 110.028 110.013 200 7.8740 7,8751 200.000 200.029 240 9.4488 9.4499 240.000 240.029 24 m5 120 4.7255 4.7249 120.028 120.013 215 8.4646 8.4657 215.000 215.029 260 10.2362 10.2375 260.040 260.032 26 m5 130 5.1194 5.1187 130.033 130.015 230 9.0551 9.0562 230.000 230.029 280 11.0236 11.0249 280.000 280.032 28 m5 140 5.51315.5124 140.033 140.015 250 9.8425 9.8436 250.000 250.029 300 11.8110 11.8123 300.000 300.032 30 m5 150 5.9068 5.9061 150.033 150.015 270 10.6299 10.6312 270.000 270.032 320 12.5964 12.5998 320.000 320.036 32 m5 160 6.3005 6.2998 160.033 160.015 290 11.4173 11.4186 290.000 290.032 340 13.3858 13.3872 340.000 340.036 34 m6 170 6.6945 6.6935 170.040 170.015 310 12.2047 12.2060 310.000 310.032 360 14.1732 14.1746 360.000 360.036 36 m6 180 7.0882 7.0872 180.040 180.015320 125984 12.5996 320.004 320.036 380 14.9606 14.9620 380.000 380.036 38 m6 190 7.4821 7.4810 190-046 190.017 340 13.3856 13.3672 340.000 340.036 400 15.7480 15.7494 400.000 400.036 40 m6 200 7.8758 7.8747 200.046 200-017 1 360 14.1732 14.1745 360.000 360.036 420 16.5354 16.5370 420.000 1420.040 'For hollow shafts, use j6 instead of J5, m5 Instead of k5, n6 instead of m5, and p6 instead of m6. Shaft rotates -outer ring stationary. Adapted from ABMA Std. 7, Tables 1, 2, 3 and 4. The above shah (interference) fits and housing (clearance) fits are practical for most standard electric motor applications. Where wider tolerances (housing fits) are permissible, use tolerance class h7 instead of h6. Some applications such as hollow shaft motors, spindle motors and vibrator motors require a dtfferent tolerance class than shown In the table. W 0 N N m 0 00 vc Table 2-14. CYLINDRICAL ROLLER BEARING FIT TOLERANCES mart routes -outer ring stationary. Adapted from ABMA Std. 7, Tables 1, 2, 3 and 4. The above shaft (Interference) fits and housing (clearance) fits are practical for most standard electric motor applications. Where wider tolerances (housing fits) are permissible, use tolerance class h7 instead of 116. Some applications such as hollow shaft motors, spindle motors and vibrator motors require a different tolerance class than shown in the table. Shaft Rs Housing Fits all H6 Bearing Shaft Diameter Shaft Diameter Bearing _ 200 Serbs Housing gore Bearing 300 Series Housing Sore Basic Tolerance Bore (inches) (trim) OD (Inches) (mm) OD (inof►es) (mm) Number Class mm Maximum Minimum Maximum Minimum mm Minimum Maximum Minimum Maximum mm Minimum Maximum Minimum Maximum 00 M5 10 0.3942 0.3939 10.012 10.006 30 1.1811 1.1816 30.000 30.016 35 1.3780 1.3786 35.000 35.016 01 m5 12 0.4730 0.4727 12.015 12.007 32 1.2598 1.2604 32.000 32.016 37 1.4567 1.4573 37.000 37.016 02 m5 15 0.5911 0.5908 15.015 15.007 35 1.3780 1.3786 35.000 35.016 42 1.6535 1.6541 42.000 42.016 03 m5 17 D.6699 0.66% 17.015 17.007 40 1.5748 1.5754 40.000 40,016 47 1.8504 1.8510 47.000 47.016 04 m5 20 0.7881 0.7877 20.017 20.008 47 1.8504 1.8510 47.000 47.016 52 2.0472 2.0479 52.000 52.019 05 m5 25 0.9850 0.9846 25.017 25.008 52 2.0472 2.0479 52000 52.019 62 2.4409 2.4416 62.000 62.019 06 m5 30 1.1818 1.1814 30.017 30.008 62 2.4409 2.4416 62.000 62.019 72 2.8346 2.8353 72.000 72.019 07 m5 35 1.3787 1.3783 35.020 35.009 72 2.8346 2.8353 72.000 72.019 80 3.1496 3.1503 80.000 80.019 08 m5 40 1.5756 1.5752 40,020 40.009 80 3.1496 3.1503 80.000 80.019 90 3.5433 3.&442 90.000 90.022 09 m6 45 1.7726 1.7720 45.025 45.009 85 3.3465 3.3474 85.000 85.022 100 3.9370 3.9379 100.000 100.022 10 mo 50 1.9695 1.9689 50.025 50.009 90 3.5433 3.5442 90.000 90.022 110 4.3307 4.3316 110.000 110.022 it m6 55 2.1666 2.1658 55.030 55.011 100 3.9370 3.9379 100.000 100.022 120 4.7244 4.7253 120.000 120.022 12 m6 60 2.3634 2.3626 60.030 60.011 110 4.3307 4.3316 110.000 1 i 0.022 130 5.1161 5.1191 130.000 130.025 13 m6 65 2.5603 2.5595 65.030 65.011 120 4.7244 4.7253 120.000 120.022 140 5.5118 5.5128 140.000 140.025 14 n6 70 2.7574 2.7567 70.039 70.020 125 4.9213 4.9223 125.000 125.025 150 5.9055 5.9065 150.000 150.025 15 n6 75 2.9543 2.9536 75.039 75.020 130 5.1181 5.1191 130.000 130.025 160 6.2992 6.3002 160.000 160.025 16 n6 80 3.1511 3.1504 80.039 80.020 140 5.5118 5.5128 140.000 140.025 170 6.6929 6.6939 170.000 170.025 17 n6 85 3.3483 3.3474 85.045 85.023 150 5.9055 5.9065 150.000 150.025 180 7.0866 7.0876 180.000 180.025 18 n6 90 3.5451 3.5442 90.045 90.023 160 6.2992 6.3002 160.000 160.025 190 7.4803 7.4814 190.000 190.029 19 n6 95 3.7420 3.7411 95.045 95.023 170 6.6929 6.6939 170.000 170.025 200 7.8740 7.8751 200.000 1200.029 20 n6 100 3.9388 3.9379 100.045 100.023 180 7.0866 7.0876 180.000 180.025 215 8.4646 8.4657 215.000 215.029 21 n6 105 4.1357 4.1348 105.045 105.023 190 7.4803 7.4814 190.000 190.029 225 8.8583 8.8694 225.000 225.029 22 n6 110 4.3325 4.3316 110.045 110.023 200 7.8740 7.8751 200.000 200.029 240 9.4488 9.4499 240.000 240.029 24 n6 120 4.7262 4.7253 120.D45 120.023 215 8.4646 8.4657 215.000 215.029 260 10.2362 10.2375 260.000 260.032 26 n6 130 5.1202 5.1192 130A52 130.027 230 9.0551 9.0562 230.000 230.029 280 ---fl-.0236 11.0249 280.000 280.032 28 n6 140 5.5139 5.5129 140.052 140.027 250 9.8425 9.8436 250.000 250.029 300 11.8110 11.8123 300.000 300.032 30 p6 150 5.9082 5.9072 150.068 150.043 270 10.6299 10.6312 270.000 270.032 320 12.5984 12.5998 $20.000 320.036 32 p6 160 6.3019 6.3009 160.068 160.043 290 11.4173 11.4186 290.000 290.032 340 13.3858 1 13.3872 340.000 340.036 34 p6 170 6.6956 6.6946 170.068 170.043 310 122047 12.2060 310.000 310.032 360 14.1732 14.1746 360.000 360.036 36 p6 180 7.0893 7.0883 180.068 180.043 320 12.5984 12.5998 320.000 320.036 380 14.9606 14.9620 380.000 380.036 38 p6 190 7.4834 7.4823 190.079 190.050 340 13.3858 13.3872 340.000 340.036 400 15.7480 15.7494 400.000 400.036 40 p6 200 7.8771 7.8760 1200.079 1200.050 360 114.1732 14.1746 360.000 360.036 420 16.5354 16.5370 420.000 420.040 mart routes -outer ring stationary. Adapted from ABMA Std. 7, Tables 1, 2, 3 and 4. The above shaft (Interference) fits and housing (clearance) fits are practical for most standard electric motor applications. Where wider tolerances (housing fits) are permissible, use tolerance class h7 instead of 116. Some applications such as hollow shaft motors, spindle motors and vibrator motors require a different tolerance class than shown in the table. Section 3, Page 1 3.1 INSPECTION EASA AR100-2015 Recommended Practice - Rev. August 2015 Section 3 Rewinding 3.1.1 Core Laminations Core testing of stators and armatures should be performed before burnout or other equivalent process and after winding removal, and the results should be compared. Stator and armature cares should be tested for hot spots and losses (see Para- graph 4.2.6). 3.1.2 Thermal Protectors or Sensors Thermostats, resistance temperature detectors (R,TDs), thermocouples and thermistors should be checked for electrical and physical defects. 3.2 REWIND SPECIFICATION The winding should maintain the same electrical characteristics as the original. Winding data should be reviewed for accuracy. 3.3 STRIPPING OF WINDINGS Core temperature should be controlled to avoid degradation of the interlaminar insulation and distortion of any parts. The temperature should not exceed 700°F (370°C) for organic and 750°F (400°C) for inorganic coreplate. If a burnoff oven is used, the oven should have a water suppression system. Parts should be oriented and supported in the oven so as to avoid distortion of the parts. After the winding is removed, the core slots should be inspected to ensure they are free of sharp edges and foreign materials. 3.4 INSULATION SYSTEM The entire insulation system, materials, and meth- ods of application should be equal to or better than that used by the original machine manufacturer. All components of the insulation system must be compatible with each other with respect to electrical, mechanical, and thermal characteristics. The insu- lation system should withstand the high -potential tests described in Subsection 4.4 and the normal operation of the machine. 3.5 CONDUCTORS The current -carrying capacity, insulation, and mechanical qualities of the conductors should be suitable for the environment in which the machine is to operate. If the conductor material is changed, it should be equal to or better than the original mate- rial in all aspects of performance and application. 3.6 STATOR, ROTOR, AND ARMATURE COILS Coil extensions should not be longer than the 12 originals. The wire cross-sectional area should be at least equal to the original manufacturer's speci- fications. 3.6.1 Random -Wound Coils Coils should be wound and inserted in the core slots with a minimum of crossed conductors. Care should be taken not to damage the insulation or conductors. Coils should be wedged with full-length top sticks to hold them securely in the slots. Inter- phase insulation should be used (where applicable). 3.6.2 Form -Wound Coils The fabricating of coil loops and the forming of these loops into the coil shape should be accom- plished without damage to the conductor insulation. Each layer of coil insulation should be uniformly and tightly applied to minimize stress points and air voids. Coils should be placed in the core slots without damaging the coil insulation. Coils should tightly fit slots. Coils should be wedged to hold them securely in the slots. Surge rings or similar supports should be secured to the coils and the coils laced to one another as necessary to minimize coil distortion and movement. 3.7 FIELD COILS 3.7.1 Stationary Coils Varnish treatment of shunt, series and interpole coils is acceptable for coils originally manufactured by this method; otherwise, vacuum pressure im- pregnation may be utilized when a complete bond between insulation and conductors can be ensured. The insulation of the outer coil layer should be sufficient to withstand surges or inductive voltage spikes. 3.7.2 Rotating Coils High rigidity and bonding of all the components is required to withstand centrifugal forces. A high bond strength thixotropic resin should be used. Coils and pole pieces should be securely wedged and braced when installed. 3.8 SQUIRREL CAGE AND AMORTISSEUR WINDINGS Bars for squirrel cage and amortisseur wind- ings should fit tightly in the core slots. End rings should be secured to the bars by welding or braz- ing, as appropriate for materials used. The winding should maintain the same electrical, thermal and mechanical characteristics as the original unless EASA AR100-2015 Recommended Practice - Rev. August 2015 redesigned by agreement with, or at the instruction of, the customer. For balancing, see Subsection 2.6. 3.9 THERMAL PROTECTORS OR SENSORS Thermostats, resistance temperature detectors (RTDs), thermocouples and thermistors should be identical with or equivalent to the original devices in electrical and thermal characteristics and placed at the same locations in the winding. Thermal protec- tors or sensors should be removed or omitted only with customer consent. 3.10 SHAPING AND LACING OF STATOR WINDINGS Ind windings should be shaped and laced as needed to provide the necessary clearance to the rotor, stator, frame, bearing housings, air deflectors and frame hardware. On machines with metal surge rings (coil supports), the rings should be suitably insulated, accurately fitted and laced to the coils to ensure adequate support for the winding. The wind- ing:3hould maintain the same electrical, thermal and mechanical characteristics as the original unless redesigned by agreement with, or at the instruction of, the customer. Restrictions to air flow should be avoided. 3.11 COIL CONNECTIONS 3.11.1 Making Connections Connections which are made by crimping, solder- ing, brazing, or welding should use materials that have adequate conductivity and are mechanically strong enough to withstand the normal operating conditions. Materials such as solder paste, fluxes, inhibitors and compounds, where employed, should be neutralized after using. These materials should be suitable for the intended use and of a type that will not adversely affect the conductors. Soldered joints should not be used in place of brazed or welded joints. Connections and splices should be so constructed as to have resistance no greater than that of the conductors. 3.11.2 Insulating Connections Connections should be adequately insulated to withstand the temperature and voltage ratings of the machine and be mechanically adequate to withstand normal operation. Connections and leads should be laced, tied, or otherwise securely fastened to prevent movement. The insulation should be applied so as to allow the varnish/resin to penetrate. 3.12 WEDGES Section 3, Page 2 Wedges for stators, armatures and rotors should have adequate mechanical strength and thermal rating to withstand normal operation of the machine. Magnetic wedges should be replaced with equivalent magnetic wedges Wedges should fit tightly in the slots. 3.13 BANDING OF ROTORS AND ARMATURES Resin -filled glass banding tape may be applied directly to the winding. It should be applied at the manufacturer's recommended tension and method of curing. The banding should be of sufficient thick- ness and width to restrain the coils during normal operation. When wire banding is used, it should be applied to the winding over banding insulation. The band- ing should match the original in location, material (magnetic or non-magnetic), wire size and number of turns. The wire should be applied with sufficient tension to hold the coils in place without distorting them. Caution; Replacing wire banding with resin -filled glass banding may change the magnetic circuit configuration, affecting commutation and thermal rating of the winding. Similar effects may result from replacing glass banding with wire banding. 3.14 IMPREGNATION OF WINDINGS Windings of rewound machines should be pre- heated, varnish/resin treated and cured using a method of application and a material of sufficient thermal rating to withstand the normal operation of the machine. The treatment should be compatible with the entire insulation system and suitable for the environment in which the machine is to operate, 13 Section 4, Page 1 4.1 SAFETY CONSIDERATIONS See Appendix for safety considerations. EASA AR100-2016 Recommended Practice - Rev. August 2015 Section 4 Testing 4.2 INSULATION CONDITION INSPECTION AND TESTS Tests should be performed to indicate the suit- ability of the insulation for continued operation. Insulation resistance (IR) tests should be performed with acceptable results before the high -potential tests. Other tests, indicated below, may also be ap- plied. A11 test results should be retained. Trends in results are often better condition indicators than the absolute values. 4.2.1 Insulation Resistance Test Test voltage should be applied for one minute. (Reference: IEEE Stds. 43, Sec. 5.4 and 12.2.) GUIDELINES FOR DC VOLTAGES TO BE APPLIED DURING INSULATION RESISTANCE TEST Winding Rated Voltage (V)a Insulation Resistance Test Direct Voltage (V) <1000 500 1000-2500 500-1000 2501-5000 1000-2500 5001 - 12,000 2500-5000 >12,000 5000 - 10,000 a Rated line -to -line voltage tar three-phase AC machines, line -to - ground (earth) for single-phase machines, and rated direct voltage for DC machines or fiold windings. Reference: IEEE Stds. 43, Table 1. 4.2.2 Polarization Index (P.I.) Test The polarization index (P.I.) test should be per- formed at the same voltage as the test in Paragraph 4.2,1 for ten minutes. The recommended minimum value of polarization index for windings rated Class B and higher is 2.0 (References: IEEE Ads. 43, Sec. 12,2; and IEEE Stds. 432, App. A2). If the one minute insulation resistance is above 5000 megohms, the calculated polarization index (P.I.) may not be meaningful, In such cases, the P.I. may be disregarded as a measure of winding condi- tion (Reference: IEEE 43, Sec. 12.2.2). 4.2.3 Insulation Power Factor Tests Insulation power factor, dissipation factor, and tip -up testa may be performed on large machines. Interpretation of results is by comparison with 14 RECOMMENDED MINIMUM INSULATION (RESISTANCE VALUES AT 400C (All Values In MSS) Minimum Insulation Test Specimen Resistance For most windings made before /Rimin = kV + 1 about 1970, all field windings, and others not described below. For most DC armature and AC lf?l.in = 100 windings built after about 1970 (form -wound coils). For most machines with random- 'R1min = 5 wound stator coils and form - wound coils rated below 1 W Notes: 1 /Rymin is the recommended insulation resistance, in megohms, at 40°C of the entire machine winding. 2 kV Is the rated machine terminal -to -terminal voltage, in rms kV. Reference: IEEE Stds. 43, Table 3. results of tests on similar machines. No standard interpretation of results has been established (Ref- erence: IEEE Stds, 432, Sec. 8.1). 4.2.4 Turn -To -Turn Test Accepted methods of testing turn -to -turn insu- lation vary widely. No single standard procedure applies, although several standards address the subject (IEEE Stds. 432, 522, and 792; and NEMA Stds. MG 1,12.5). 4.2.5 Winding Surge Test The winding surge test is most often applied to complete new or used windings using a test voltage of twice the circuit rating plus 1000 volts. 4.2.6 Interlaminar Insulation Test Testing of alternating current cores should be performed with a core loss tester or by the loop test method; or by an EL CID test. The magnetic flux level for the after winding removal test should be within 5% of the before winding removal level. Any increase in losses or hot spots should be investigated; and damaged laminations should be repaired or replaced. 4.2.7 Bearing Insulation Test Insulation resistance (IR) tests should be I megohm or greater for motors operating from a sinusoidal or direct current power supply. Bearing EASA AR100-2015 Recommended Practice - Rev. August 2015 insulation systems used in variable frequency drive applications should be evaluated to provide adequate impedance for the given drive application. [Note: There is no industry consensus on a minimum in- sulation resistance or impedance value for bearings used with variable frequency drives.] 4.2.8 Phase Balance Test The phase balance test applies balanced reduced voltage 3-phase power to the stator and the current is measured and checked for balance. 4.2.9 Polarity Test The polarity test applies direct current, usually to a single phase, and the magnetic polarity of the coil groups are checked. 4.2.10 Dummy Rotor Test The dummy rotor test uses an artificial rotor such as a small rotor with a loose fit on a shaft. Reduced voltage 3-phase power is supplied to the stator and the rotor is moved circumferentially along the bore to check for continuous rotor rotation. 4.2.11 Impedance Test The impedance test applies an AC voltage to the two leads of a coil and the voltage and current are measured. Using Ohm's Law the impedance is calcu- lated. The impedance of the individual coils is then compared for relative equality among coils that are intended to have equal electromagnetic qualities. 4.3 RECOMMENDED WINDING TESTS Windings should be tested to ensure that there are no grounds (earth faults), short circuits, open circuits, incorrect connections or high resistance connections. 4.3.1 Stator and Wound -Rotor Windings The IR, winding surge and winding resistance tests should be performed. In addition one or more of the following tests may be performed: (1) Phase -balance test. (2) Polarity test. (3) Artificial rotor (dummy rotor) test (low voltage energization). (4) Polarization index test or dielectric absorption test. (5) Insulation dissipation or power factor test. (6) Turn -to -turn test. (7) Partial discharge testing for inception and extinction voltage levels. 4.3.2 Squirrel Cage Windings One or both of these tests should be performed: (1) Growler test. (2) Single-phase test. 4.3.3 Armature Windings Section 4, Page 2 An insulation resistance test should be performed. In addition, one or more of the following tests should be performed: (1) Growler test. (2) Winding surge test. (3) Bar -to -bar resistance test. 4.3.4 Shunt, Series, Interpole, Compensating and Synchronous Rotor Windings An insulation resistance test should be performed. In addition, one or more of the following tests should be performed: (1) Winding resistance test. (2) Winding surge test. (3) AC voltage drop test. (4) Impedance test. 4.3.5 Interconnection of Windings Shunt, series, interpole, compensating, and syn- chronous rotor windings should be tested to ensure that the polarities and connections are correct. Terminal and lead markings should comply with Subsection 1.6. 4.4 HIGH -POTENTIAL TESTS High -potential tests should be performed on wind- ings and certain accessories of electrical machines at a specified voltage. To avoid excessive stressing of the insulation, repeated application of the high - potential test voltage is not recommended. Machines to be tested must be clean and dry, Inspection and insulation resistance tests with acceptable results should be performed before the high -potential tests. Insulation resistance tests should be repeated at the completion of the high - potential tests. When a high -potential test is conducted on an as- sembled brushless exciter and synchronous machine field winding, the brushless circuit components (di- odes, thynBtors, etc.) should be short-circuited (not grounded/earthed) during the test. High -potential tests should be successively ap- plied between each winding or electric circuit under test and the grounded (earthed) frame (or core) of the machine. All other windings or electric circuits not under test should be connected to the grounded (earthed) frame (or core). Capacitors of capacitor -type motors must be left connected to the winding in the normal manner for machine operation (running or starting). Electrical machines may be tested using AC or DC high -potential test equipment. Ile DC test voltage should be 1.7 tunes the specified AC voltage. A fail- ure under test can be less damaging to the winding 16 Section 4, Page 3 EASA AR100-2015 Recommended Practice - Rev. August 2015 if a DC voltage is used. AC high -potential testing should be performed by applying specified voltage at 50-60 Hz continuously for one minute. DC high -potential testing should be performed by applying specified voltage for a duration of one minute after test voltage is reached. The DC poten- tial should be increased gradually to the desired test voltage in order to limit the charging current. Caution: After completion of a DC high -potential test, ground (earth) the winding to the frame (or core) until the charge has decayed to zero. (Refer- ences: IEEE Stds. 4 and 95; and NEMA Stds. MG 1, 3.1.1.) 4.4.1 Windings 4.4.1.1 New Windings High -potential tests should be applied as specified in Table 4-1 for AC voltage and Table 4-2 for DC voltage. To avoid excessive stressing of the insula- tion, repeated application of the high -potential test voltage is not recommended. Immediately after rewind, when equipment is installed or assembled and a high -potential test of the entire assembly is required, it is recommended that the test voltage not exceed 80% of the original test voltage. The tests should be applied once only at the specified voltage. (Deference: NEMA Stds. MG 1,12.3.) 4.4.1.2 Reconditioned Windings High -potential tests for reconditioned windings should be performed at 65% of the new winding test value. 4.4.1.3 Windings Not Reconditioned Machines with windings not reconditioned should have an insulation resistance test instead of a high - potential test. 4.4.2 Accessories 4.4.2.1 New Accessories Accessories such as surge capacitors, lightning arresters, current transformers, etc., which have leads connected to the machine terminals should be disconnected during the test, with the leads con- nected together and to the grounded (earthed) frame or core. These accessories should have been subjected to the high -potential test applicable to the class of machine at their point of manufacture. Capacitors of capacitor -type motors must be left connected to the winding in the normal manner for machine opera- tion (running or starting). Component devices and their circuits, such as space heaters and temperature sensing devices in contact with the winding (thermostats, thermocou- 16 ples, thermistors, resistance temperature detectors, etc.), connected other than in the line circuit, should be connected to the grounded (earthed) frame or core during machine winding high -potential tests. Each of these component device circuits, with leads connected together, should then be tested by apply- ing a voltage between the circuit and the grounded (earthed) frame or core. The high -potential tests should be applied as specified in Table 4-3 for AC voltage and Table 4-4 for DC voltage. During each device circuit test, all other machine windings and components should be connected together and to the grounded (earthed) frame or core. (Reference: NEMA Stds. MG 1, 3.1.8.) 4.4.2.2 Accessories of Machines with Reconditioned Windings The high -potential test for accessory circuits of reconditioned machines should be performed at 65% of the new device test value. 4.4.2.3 Accessories of Machines with Windings Not Reconditioned Accessory circuits of machines which have not had their windings reconditioned should have an insulation resistance test with a 500v megohmmeter. Insulation resistance should be 1 megohm or greater. 4.5 NO-LOAD TESTS After a motor has been assembled it should be run under no load conditions to ensure it operates satisfactorily. To prepare for this, the motor should be securely mounted on abase plate or resilient pad and energized. A secured half -key should be fitted in the keyseat (keyway). 4.5.1 Speed For AC motors, no-load running tests should be made at rated voltage and rated frequency. The speed should be measured and compared with nameplate speed. For VFD-powered AC motors that run above base speed, additional testing should be done at maxi- mum rated motor frequency. Shunt-wound and compound -wound DC motors should be run with rated voltage applied to the armature, and rated current applied to the shunt field. The speed should be measured and compared with nameplate base speed and should be within 1% for both directions. I£ the motor is rated for speeds above base speed, field power should be varied to achieve maximum rated speed. Note field current at maximum speed. Series -wound motors should be separately excited when tested due to danger of runaway. EASA AR100-2016 Recommended Practice - Rev. August 2015 DC generators should be driven at rated speed with rated current applied to the shunt field. The output voltage should be measured and compared with rated voltage. 4.6.2 Current No-load currents should be recorded. 4.5.3 Cooling System The cooling system should be verified as being operational. 4.5.4 Sound Level Tests may be made for sound level as an indication of fault or as an irritation to those in the machine ambient (Reference: NEMA Stds. MG 1, Part 9), 4.5.5 Bearing Temperature Ambient and bearing housing temperatures may be measured periodically until temperatures are stabilized. 4.5.6 Vibration Tests The vibration tests should be in accordance with NEMA Stds. MG 1, 7 for standard machines, as ar- ranged with the customer, or as necessary to check the operating characteristics of the machine. When there are special requirements, i.e., lower than standard levels of vibration for a machine, NEMA Stds. MG 1, 7 for special machines is recommended. Section 4, Page 4 The unfiltered vibration limits for resiliently mounted standard machines (having no special vibration requirements), based on rotational speed, are shown in Table 4-5. Vibration levels for speeds above 1200 rpm are based on the peak velocity of 0.16 inch per second (3.8 mm/s). Vibration levels for speeds below about 1200 rpm are based on the peak velocity equivalent of 0.0025 inch (0.0635 mm) peak -to -peak displacement. For machines with rigid mounting, multiply the limiting values by 0.8. Note: International standards specify vibration velocity as rms in mm/s. To obtain an approximate metric rms equivalent, multiply the peak vibration in in/s by 18 (Reference: NEMA Stds. MG 1, 7.8). 4.6 TESTS WITH LOAD Tests with load may be matte as arranged with the customer or as necessary to check the operating characteristics of the machine (References: IEEE Stds. 112 and 115 and NEMA Stds, MG -1). 4.7 INSTRUMENT CALIBRATION Each instrument and transducer, if applicable, required for test results should be calibrated at least annually against standards traceable to the National Institute of Standards and Technology (NIST) or equivalent standards laboratories (Refer- ences: ANSIINCSL Z540-1. and ISO 10012). 17 Section 4, Page 5 EASA AR100-2015 Recommended Practice - Rev. August 2016 Table 4-1. HIGH -POTENTIAL TEST USING AC NEW WINDINGS DESCRIPTION OF MACHINE EFFECTIVE AC HIGH -POTENTIAL TEST VOLTAGE AC INDUCTION MACHINES AND NONEXCITED MOTORS SYNCHRONOUS MACHINES STATOR WINDING ROTOR WINDING Motors rated 0.5 hp and less, generators rated 373 watts (or equivalent) and less, and for operation on circuits: 10D0 volts a) 250 volts or less 1000 volts + 2 times the volts b) Above 250 volts Starting Method 2* secondary Voltage Motors rated greater than 0.5 hp, generators rated greater than 373 watts (or equivalent), and for: 1D00 volts + 2 times the 2 times the IR drop across a) Non -reversing duty rated voltage of the machine the resistor but not less than b) Reversing duty 1000 volts + 4 times the 2500 volts GENERATORS secondary voltage AC SYNCHRONOUS MACHINES WITH SLIP RINGS STATOR WINDING FIELD WINDING MOTORS Starting Method 1 10 timesthe rated excitation voltage but not less than 2500 volts nor more than5000 1000 volts + 2 times the volts rated voltage of the motor Starting Method 2* 2 times the IR drop across the resistor but not less than 2500 volts GENERATORS a) With stator (armature) or field windings rated 500 volts 35 volts or less b) With output less than 250 watts and rated voltage 1000 volts 250 volts or less c) With rated excitation voltage 500 volts DC or less 10 timesthe rated excitation 1000 volts + 2 times the voltage but not less than rated voltage of the generator 1500 volts d) With rated excitation voltage above 600 volts DC 4000 volts + 2 times the rated excitation voltage * Starting Method 1: For a motor to be started with its field short-circuited or closed through an exciting armature, Starting Method 2: For a motor to be started with a resistor in series with the field winding. The IR drop is taken as the product of the resistance and the current that would circulate in the field winding If short-circuited on Itself at the specified starting voltage (Reference: NEMA Stds. MG 1, 21.22.3). 18 EASA AR100-2415 Recommended Practice -Rev. August 2015 Section 4, Page 6 Table 4-1. HIGH -POTENTIAL TEST USING AC NEW WINDINGS—continued DESCRIPTION OF MACHINE EFFECTIVE AC HIGH -POTENTIAL TEST VOLTAGE AC BRUSHLESS SYNCHRONOUS MACHINES MAIN STATOR MAIN FIELD WINDING AND AND EXCITERS WINDING EXCITER ARMATURE Armature (stator) or field windings rated 35 volts or less 500 volts With rated output less than 250 watts and 250 volts or less 1000 volts With rated main excitation voltage 350 volts DC or less 10 times the rated excitation 1000 volts + 2 times the rated voltage of the machine voltage but not less than 1500 volts* With rated main excitation voltage greater than 350 volts DC 2800 volts + 2 times the rated excitation voltage* BRUSHLESS EXCITERS EXCITER STATOR (FIELDS) Alternatively, the brushless exciter a) With exciter field excitation voltage not greater than 10 times the rated excitation 350 volts DC voltage but not less than 1500 volts rotor (armature) shall be permitted to be tested at 1000 volts plus 2times b} With exciter field excitation voltage greater than — 2800 volts + 2 times the 350 volts DC rated excitation voltage the rated nonrectified alter- nating current voltage but in no case less than 1500 volts.* c) With AC -excited stators (fields) 1000 volts + 2 times the AC -rated voltage of the stator DC MOTORS AND GENERATORS FIELD WINDING ARMATURE WINDING With armature or field windings rated 35 volts or less 500 volts Motors rated 0.5 hp and less, generators rated less than 250 watts, and for operation on circuits: a) 240 volts or less 1000 volts b) Above 240 volts 1000 volts + 2 times the rated voltage of the machine Motors rated greater than 0.5 hp and generators rated 250 watts and larger UNIVERSAL MOTORS RATED 250 VOLTS OR LESS FIELD WINDING ARMATURE WINDING Rated 0.5 hp and less, except motors marked for portable tools 1000 volts Rated greater than 0.5 hp, and all motors marked for 1000 volts + 2 times the portable tools rated voltage of the motor * The brushless circuit components (diodes, thyristors, etc.) should be short-circuited (not grounded) during the test. References: NEMA Stds. MG 1, 12.3, 15.48, 20.17, 21.22.4, 21.22.5, 23.20 and 24,49. 19 Section 4, Page 7 EASA AR100-2015 Recommended Practice - Rev. August 2015 Table 4-2. HIGH -POTENTIAL TEST USING DC NEW WINDINGS DESCRIPTION OF MACHINE DC HIGH -POTENTIAL TEST VOLTAGE AC INDUCTION MACHINES AND NONEXCITED MOTORS SYNCHRONOUS MACHINES STATOR WINDING ROTOR WINDING Motors rated 0.5 hp and less, generators rated 373 watts (or equivalent) and less, and for operation on circuits; 1700 volts a) 250 volts or less 1700 volts + 3.4 times the 8500 volts b) Above 250 volts Starting Method 2* secondary voltage Motors rated greater than 0.5 hp, generators rated greater than 373 watts (or equivalent), and for: 1700 volts + 3.4 times the 3.4 times the IR drop across a) Non -reversing duty rated voltage of the machine the resistor but not less than b) Reversing duty 1700 volts + 6.8 times the 4250 voits GENERATORS secondary voltage AC SYNCHRONOUS MACHINES WITH SLIP RINGS STATOR WINDING FIELD WINDING MOTORS Starting Method 1* 17 times the rated excitation voltage but not less than 4250 volts nor more than 1700 volts + 3.4 times the 8500 volts rated voltage of the motor Starting Method 2* 3.4 times the IR drop across the resistor but not less than 4250 voits GENERATORS a) With stator (armature) or field windings rated 850 volts 35 volts or less b) With output less than 250 watts and rated voltage 1700 volts 250 volts or less c) With rated excitation voltage 500 volts DC or less 17timestherated excitabon 1700 volts + 3.4 times the voltage but not less than rated voltage of the generator 2550 volts d) With rated excitation voltage above 600 volts DC 6800volts + 3.4 times the rated excitation voltage * Starting Method 1; For a motor to be started with its field short-circuited or closed through an exciting armature. Starting Method 7; For a motor to be started with a resistor in series with the field winding. The IR drop is taken as the product of the resistance and the current that would circulate In the field winding if short-circuited on Itself at the specified starting voltage (Reference: NEMA Stds. MG 1, 21.22.3). Caution: After completion of a DC high -potential test, the winding must be grounded to the frame (or core) until the charge has decayed to zero. (References: IEEE Stds. 4 and 95; and NEMA Stds. MG 1, 3.1.) 20 EASA ARI 00-2015 Recommended Practice - Rev. August 2015 Section 4, Page 8 Table 4-2. HIGH -POTENTIAL TEST USING DC NEW WINDINGS --continued DESCRIPTION OF MACHINE DC HIGH -POTENTIAL TEST VOLTAGE AC BRUSHLESS SYNCHRONOUS MACHINES MAIN STATOR MAIN FIELD WINDING AND AND EXCITERS WINDING EXCITER ARMATURE Armature (stator) or field windings rated 35 volts or less 850 volts With rated output less than 250 watts and 250 volts or less 1700 volts With rated main excitation voltage 350 volts DC or less Motors rated greater than 0.5 hp and generators 17 times the rated excitation voltage of the machine 1700 volts + 3.4 times the rated voltage of the machine voltage but not less than 2550 volts' With rated main excitation voltage greater than 350 volts DC 4750 volts + 3.4 times the rated excitation voltage* BRUSHLESS EXCITERS EXCITER STATOR (FIELDS) Alternatively, the brush less exciter a) With exciter field excitation voltage not greater than 17 times the rated excitation 350 volts DC voltage but not leas than 2550 volts rotor (Armature) shall be permitted to be tested at f 700 volts plus 3.4 700nonvolts plus b) With exciter field excitation voltage greater than 4750 volts + 3.4 times the 350 volts DC rated tomes the rated ectifled alter - excitation voltage nating current voltage but in no case less than 2550 volts,* c) With AC -excited stators (fields) 1700 volts + 3.4 times the AC -rated voltage of the stator DC MOTORS AND GENERATORS FIELD WINDING ARMATURE WINDING With armature or field windings rated 35 volts or less 850 volts Motors rated 0.5 hp and less, generators rated less Rated greater than 0.5 hp, and all motors marked for than 250 watts, and for operation on circuits: 1700 volts a) 240 volts or less b) Above 240 volts 1700 volts + 3.4 times therated Motors rated greater than 0.5 hp and generators rated 250 watts and larger voltage of the machine UNIVERSAL MOTORS RATED 250 VOLTS OR LESS FIELD WINDING ARMATURE WINDING Rated 0.5 hp and less, except motors marked for portable tools 1700 volts Rated greater than 0.5 hp, and all motors marked for 1700 volts + 3.4 times the portable tools rated voltage of the motor The brushless circuit components (diodes, thyristors, etc.) should be short-circuited (not grounded) during the test. References: NEMA Stds. MG 1, 12.3, 15.48, 20.17, 21.22.4, 21.22.5, 23.20 and 24.49. Caution: After completion of a DC high -potential test, the winding must be grounded to the frame for core) until the charge has decayed to zero. (References: IEEE Stds. 4 and 95; and NEMA Stds. MG 1, 3.1.) 21 Section 4, Page 9 EASA AR100-2016 Recommended Practice - Rev. August 2015 Table 4-3. HIGH -POTENTIAL TEST USING AC NEW ACCESSORIES Accessory* Rated Effective AC Hlgh-Potential Voltage" Test Voltage Thermostats 600 volts 1000 volts + 2 times the rated voltage of the accessory Thermocouples 50 volts Thermistors or equal to the high -potential Resistance temperature test voltage of the machine, dectectors (RTDs) whichever is lower. Space heaters All * Accessories not connected In the line circuit. "* Unless otherwise stated. Reference: NEMA Stds. MG 1, 3.1.8. Table 4-4. HIGH -POTENTIAL TEST USING DC NEIN ACCESSORIES Accessory" Rated DC High -Potential Voltage*" Test Voltage Thermostats 600 volts 1700 volts + 3.4 times the rated voltage of the accessory Thermocouples 50 volts Thermistors or equal to the high -potential Resistance temperature test voltage of the machine, dectectors (RTDs) whichever Is lower. Space heaters All * Accessories not connected in the line circuit. *' Unless otherwise stated. Reference: NEMAStds. MC 1, 3.1.8. Table 4-5. UNFILTERED VIBRATION LIMITS RESILIENTLY MOUNTED MACHINES RPMs' Limit (inch) Limit (metric) Characteristics 1200 & above 0.15 in/sec pk 2.7 mm/sec rms Constant velocity Below 1200 2.4 mils pk-pk 0.061 mm pk-pk Constant displacement t For IEC Standard 60034-14 use constant displacement below 600 rpm and constant velocity at or above 600 rpm. Note: For machines with rigid mounting, multiply the limiting values by 0.8. E EASA AR100-2016 Recommended Practice - Rev. August 2015 Appendix Electrical Testing Safety Considerations Appendix, Page 1 (This Appendix is not a part of EASA AR100-2015, Recommended Practice for the Repair of Rotating Electrical Apparatus.) A.1 PERSONAL SAFETY A.1.1 Training Employees should be trained and qualified in safe operation of all electrical equipment within their responsibility. Training should be provided by use of relevant equipment operational manuals, hands-on training and other multi -media methods. Employees should be informed of the relevant safety rules, and employers should enforce compliance. A.1.2 Clothing Clothing should be suitable for the work to be performed. Arc -rated material is recommended. Exposed jewelry should not be worn. Safety glasses and safety shoes should be worn at all times. When working on or near energized electrical conductors or circuit parts, personnel should adhere to safe work practices as outlined in NFPA 70E, Standard for Electrical Safety in the Workplace. A.1.3 Supervision Employees should work under the direction of an experienced and qualified person within the test area. At least two qualified persons should be within the test area at all times. A.1.4 First Aid And CPR Personnel should be trained in the procedures for first aid, cardiopulmonary resuscitation (CPR), and securing emergency medical aid. A.2 TEST AREA A.2.1 Enclosure The test area should be enclosed with a fence or other physical barricade. Red or yellow strobe lights may be placed at test corner areas for additional warning. A.2.2 Gates When a metallic fence or cage is used, it should be grounded (earthed). Gates provided for entry of equipment and personnel should be equipped with interlocks so power to test area is interrupted if gate is opened. A.2.3 Signs Signs should be posted concerning the electrical hazards, warning unauthorized personnel to stay out of the test area. A.2.4 Lighting Test areas should be well illuminated. A.2.5 Safety Equipment Fire extinguishers and first aid equipment should be readily available and personnel should be trained in their use. A.2.6 Test Unit Clearance Clearance should be provided between the unit under test and the test area boundaries to allow ease of movement for personnel. Lead length should allow a minimum of ten feet (3 meters) between test center operator and the unit under test. Exposed shafts and couplings/sheaves should be guarded. A.3 UNIT UNDER TEST A.3.1 Suitability For Test Teat personnel should verify that the unit is me- chanically and electrically suitable to undergo the proposed test procedures. A.3.2 Exclusive Attention Only the unit under test should be in the test area. A.3.3 Grounding (Earthing) An equipment ground (earth) should be installed on all apparatus under test. A.3.4 Base Units under test should be secured to prevent rolling or tipping during testing. AA TEST PANELS A.4.1 Construction Construction should be of the "dead front" type. Instantaneous over -current trips or fuses should limit fault currents in the main power supply to the panel capacity. A.4.2 Voltages Output voltages should be clearly marked. Volt- ages above 600V should require special selection procedures to prevent inadvertent application. A.4.3 Warning Lights A warning light should indicate when the panel is energized. An additional warning light should indicate when power leads to a unit under test are energized. AAA Disconnect A means for disconnecting the line -side power 23 Appendix, Page 2 EASA AR100-2015 Recommended Practice - Rev. August 2015 supply to the test panel should be located within A.4.6 Leads sight from the test panel. A.4.5 Safety Switch An emergency hand or foot operated switch or push button to de -energize the power source should be located in the test area. A remote emergency safety switch adjacent to the test area also is recommended. 24 Test leads and insulated clips should be of ad- equate ampacity and voltage class for the machine being tested. A.5 High-Potentlal ground (Earth) Test AC or DC high -potential testing current should be limited by impedance or instantaneous trips to limit damage when breakdown occurs. EASA AR100-2015 Recommended Practice - Rev. August 2016 Bibliography All references are to the revision dates listed below ANS1/ABMA Standard 7-1995: Shaft and Housing Fits for Metric Radial Ball and Roller- Bearings (Except Tapered Roller Bearings) Conforming to Basic Boundary Plans. American Bearing Manu- facturersAssociation, Inc. andAmerican National Standards Institute, New York, NY, 1995. ANSI 52.41-1985: Mechanical Vibration of Large Rotating Machines With Speed Ranges From 10 to 200 RPS. Measurement And Evaluation of Vibration Severity In Situ. American National Standards Institute, New York, NY, 1985; re- affirmed 1997. (Note: Published originally by International Organization for Standardization; Geneva, Switzerland, 1985; withdrawn by ISO in 1995 but retained by ANSI.} ANSI/NCSL 2540-1-1994: Calibration -Calibration Laboratories and Measuring and Test Equip- ment—General Requirements. American National Standards Institute. New York, NY, 1994. CSA-0392-11:Testing ofThree-Phase Squirrel Cage Induction Motors During Refurbishment. Cana- dian Standards Association. Toronto, ON, 2011. IEC Standard Publication 60034-8: Rotating Elec- trical Machines, Part 8: Terminal Markings and Direction ofRotation of Rotating Machines. Inter- national Electrotechnical Commission. Geneva, Switzerland, 2002; second edition, 2007. IEC Standard Publication 60072-1: Part 1 Frame Numbers 56 to 400 and Flange Numbers 55 to 1080. International Electrotechnical Commission. Geneva, Switzerland; seventh edition, 2000. IEC Standard Publication 60136: Dimensions of Brushes and Brush -holders for Electric Machin- ery. International Electrotechnical Commission, Geneva, Switzerland; second edition, 1986. IEEE Standard 4-1995: Standard 'Techniques for High -Voltage Testing. Institute of Electrical and Electronics Engineers, Inc. New York, NY, 1995. IEEE, Standard 43-2000: IEEE Recommended Prac- tice for resting Insulation Resistance of Rotating Machinery. Institute ofElectrical and Electronics Engineers, Inc. New York, NY, 2000. IEEE Standard 96-2002:IEEE Recommended Prac- tice for Insulation Testing of Large AC Rotating Bibliography, Page 1 Machinery with .High Direct Voltage. Institute of Electrical and Electronics Engineers, Inc. New York, NY, 1977; 2002. IEEE Standard 112-2004: IEEE Standard nst Procedure for Polyphase Induction Motors and Generators. Institute of Electrical and Electronics Engineers, Inc. New York, NY, 2004. IEEE Standard 115-1995: IEEE Guide: Test Pro- cedures for Synchronous Machines. Institute of Electrical and Electronics Engineers, Inc. New York, NY, 1996. IEEE Standard 432-1992:IEEE Guide for Insulation Maintenance/brRotating Electric Machinery (5hp to less than 10 000 hp). Institute of Electrical and Electronics Engineers, Inc. New York, NY, 1992. IEEE Standard 522-2004: IEEE Guide for Testing Turn-7b-7urn Insulation on Borm-Wound Stator Coils for Alternating -Current Rotating Electric Machines. Institute of Electrical and Electronics Engineers, Inc, New York, NY, 2004. IEEE Standard 792-1995: IEEE Recommended Practice for the Evaluation of the Impulse Voltage Capability of Insulation Systems for AC Electric Machinery Employing Form -Wound Stator Coils. Institute of Electrical and Electronics Engineers, Inc. New York, NY, 1995. IEEE Standard 1068-1996: IEEE Recommended Practice for the Repair and Rewinding of Motors for thePetroleum and Chemical Industry. Institute of Electrical and Electronics Engineers, Inc. New York, NY, 1997. ISO 10012-1: Quality Assurance Requirements for Measuring Equipment, International Organiza- tion for Standardization. Geneva, Switzerland, 1992. ISO 1940-1: ,Mechanical Vibration Balance Qual- ity Requirements of Rigid Rotors. International Organization for Standardization. Geneva, Swit- zerland,1986. ISO 1940-2: Determination of Permissible Residual Unbalance. International Organization for Stan- dardization. Geneva, Switzerland, 1997. ISO 10816-1: Mechanical Vibration -Evaluation of Machine Vibration by Measurements on Non - 25 Bibliography, Page 2 EASA AR100-2015 Recommended Practice - Rev. August 2015 Rotating Parts Part 1. General Requirements. NFPA Standard 70E-2012: Standard for Electrical International Organization for Standardization. Safety in the Workplace. National Fire Protection Geneva, Switzerland, 1995. Association, Quincy, MA; 2012. NEMA Standards MG 1-2011: Motors and Gen- erators. National Electrical Manufacturers Association, Rosslyn, VA; 2012. 26 29CFR1910.331 - .335 OSHA: Electrical ,Safety - Related Work Practices. Occupational Safety And Health Administration. Washington, DC; revised 2014. EASA AR100-2015 Recommended Practice - Rev. August 2415 Standards Organizations, Page 1 Standards Organizations &Cather Resources The following organizations produce documents and standards, some of which are referenced in the EASA Recommended Practice for the Repair of Rotating .Electrical Apparatus, ABMA American Bearing Manufacturers Association 2025 M St,, NW, Ste. 800 Washington, DC 20036 202-367-1155 Fax: 202-367-2155 Website: www.americanbearings.com Email: abma@dc.sba.com ANSI --American National Standards Institute Headquarter 1819 L St., NW, 6th Floor Washington, DC 20036 202-293-8020 Fax, 202-293-9287 Operations 25 West 43rd St., 4th Floor New York, NY 10036 212-642-4900 Fax: 212-398-0023 Website: www.ansi.org Email: info@ansi,org CSA—Canadian Standards Association 178 Rexdale Blvd. Rexdale, ON M9W 1R3 Canada 416-747-4000 866-797-4272 Fax: 416-747-4149 Wobsite: www.esa-international.org Email: certi_nfo@csa-international.org IEC—International Electrotechnical Commission* 3, rue de Varemb6 P,O.Box 131 CH -1211 Geneva 20 Switzerland 41-22-919-02-11 Fax: 41-22-919-03-00 Website: www iec.ch Email: custsery@iec.ch Publications Available from IHS, Inverness, CO Website: www.globalihs.com Email: global@ihs.com IEEE—Institute of Electrical and Electronics Engineers, Inc. 3 Park Ave.,17th Floor New York, NY 10016-5997 212-419-7900 Fax: 212-752-4929 Website: wwwieee,org Publications IEEE Operations Center 445 Hoes Lane Piscataway, NJ 08854-4141 732-981-0060 Fax: 732-981-9667 ISO—International Organization for Standardization* 1, ch. de la Voie-Creuse, Case postale 56 CH -1211 Geneva 20 Switzerland 41-22-749-01-11 Fax: 41-22-733-34-30 Website: wwwiso.org Email: central@iso.org Publications Available from IHS, Inverness, CO Website: wwwglobahhB.com Email: global®ihaxom MIL-STD—United States Government Printing Office 71.0 North Capitol St. N.W. Washington, DC 20420 202-512-1800 866-512-1800 Fax: 202-512-2104 Website: www.gpo.gov Orders Website: bookstore,gpo.gov (Do not put "www" in front of this address) " IEC and ISO standards are available through ANSI, which is the American representative to all international standards groups, 27 Standards Organizations, Page 2 NEMA -National Electrical. Manufacturers Association 1300 North 17th St., Ste. 1752 R.osslyn, VA, 22209 703-841-3200 Fax: 703-841-5900 Website: www.nema.org 800-854-7179 303-397-7956 Fax: 303-397-2740 Website: globalihs.corn Email: globaldihs.com NFPA-National Fire Protection Association 1 Batterymarch Park Quincy, MA 02269-7471 617-770-3000 95-800-844-6058 (Mexico -toll free) Fax: 617-770-0700 Website: www.nfpa.org SAI" 800-344-3555, Option 1 61.7-770-3000, Option 1 Fax: 508-895-8301 NIST -National Institute of Standards and Technology 100 Bureau Dr. Stop 1070 Gaithersburg, MD 20899-1070 301-975-6478 Federal Relay Service: 800-877-8339 (TTY) Website: www.nist.gov Email: iinquiries@nist.gov 28 EASA AR100-2015 Recommended Practice - Rev. August 2015 UL -Underwriters Laboratories, Inc. 333 Pfingsten Rd, Northbrook, 11, 60062-2096 847-272-8800 Website: www.ul.com Customer ryice-All initial us, 2600 N.W. Lake Rd. Camas, WA 98607-8542 877-854-3577 Fax: 360-817-6278 Email: cec.us.ul.com Product Dirpr and CDs Underwriters Laboratories, Inc. 333 Pfingsten Rd. Northbrook, IL 60062-2096 847-664-3480 Fax: 847-609-6243 Email: directories@us.ul.com E S A�A?,)O The Electro• Mechanical Authority Electrical Apparatus Service Association, Inc. 1331 Baur Blvd. • St. Louis, MO -53132 - U.S.A. • mmeasaxom Version 0015JS3M-ou15 0 loce o�j the License No. ,C1e0810 Istau 0 c6ontractors This is to Certify That BESTWAY ELECTRIC MOTOR SERVICE CO INC (CORP.) having been shown to possess all the necessary qualifications, and having complied with all the requirements of the law, is by order of the Registrar of Contractors duly licensed and admitted to engage in and pursue the business of L-29 MACHINERY Contractor in the State of Arizona. Given under my hand and the seal of the Registrar of Contractors ny offfice, City of Phoenix, this 2 7 T day of NOVEMBER , 2 0 0 2. r ) I r RI CTOR I O.AACIC 4 tL T4: License No. ROC 4 antw� This is to Certify That Bestway Electric Motor Service Co Inc DBA pi any) 296811 .Having been shown to possess all the necessary qualifications, and having complied with all the requirements of the law, is by order of the Registrar of Contractors duly licensed and admitted to engage in andpursue the business of CR11 Electrical Contractor in the State of Arizona. Given my hand and the seal of the Registrar of Contractors in my office, City of Phoenix, on 03/31/2015 DIRECTOR., ARIZONA REGISTRAR Or CONTRACTORS IMPORTANT NOTICE YOU MUST: • REPORT DISASSOCIATION OF QUALIFYING PARTY IN WRITING WITHIN 15 DAYS. [SEE A,R,S, § 32-1154(A)(19) AND § 32-1151.01] • REPORT A CHANGE OF ADDRESS IN WRITING WITHIN 30 DAYS. r (SEE A.R.S. § 32-1151(13)(1)] • REPORT ANY TRANSFER OF OWNERSHIP OF 50% OR MORE IMMEDIATELY. [SEE A.R.S. § 32-1161.011 • REPORT ANY CHANGE OF LEGAL ENTITY SUCH AS ANY CHANGE IN THE OWNERSHIP IN SOLE PROPRIETORSHIP OR CHANGE OF A PARTNER IN A PARTNERSHIP OR THE CREATION OF A NEW CORPORATE ENTITY. [SEE RULE R-4-9-110] THIS IS YOUR, IDENTIFICATION CARD DO NOT DESTROY 4 LICENSE EFFECTIVE THROUGH: 11/30/2016 �0 STATE OF ARIZONA Registrar of Contractors CERTIFIES THAT Bestway Electric Motor Service Co Inc Bestway Electric Motor Service Co Inc CONTRACTORS LICENSE NO 180818 CLASS CR29 Bestway Electric Motor Service Co Inc RESIDENTIAL AND COMMERCIAL, MACHINERY (AS 728 S Campbell Ave RESTRICTED BY THE REGISTRAR) Tucson, AZ 85719-6515 ' THIS CARD MUST BE PRESENTED UPON DEMAND DIRECTOR, ARIZONA REGISTRAR OF CONTRACTORS IMPORTANT NOTICE YOU MUST: • REPORT DISASSOCIATION OF QUALIFYING PARTY "RJING WITHIN 15 DAYS. [SEE A.R.S. § 32-1164(A)(19) AND § 32-1151.011 • REPORT A CHANGE OF ADDRESS IN WRITING WITHIN 30 DAYS. [SEE A.RS. § 32-1151(BX1)] • REPORT ANY TRANSFER OF OWNERSHIP OF 50% OR MORE IMMEDIATELY, [SEE A.R.S. § 32-1151.01] • REPORT ANY CHANGE OF LEQAL ENTITY SUCH AS ANY CHANGE IN THE OWNERSHIP IN SOLE PROPRIETORSHIP OR CHANGE OF A PARTNER IN A PARTNERSHIP OR THE CREATION OF A NEW CORPORATE ENTITY. [SEE RULE R-4-9-110] Bestway Electric Motor Service Co Inc 728 S Campbell Ave Tucson, AZ 85719-6515 THIS IS YOUR IDENTIFICATION CARD DO NOT DESTROY LICENSE EFFECTIVE THROUGH: 03131/2017 4 �� STATE OF ARIZONA Registrar of Contractors CERTIFIES THAT Bestway Electric Motor Service Co Inc CONTRACTORS LICENSE NO 296811 CLASS CR11 Electrical THIS CARD MUST BE PRESENTED UPON DEMAND DIRECTOR, ARIZONA REGISTRAR OF CONTRACTORS opm%A ELECTRICAL APPARATUS SERVICE ASSOC"WAL 9ASA?)o 1331 Baur Blvd. • St. Louis, MO 63132 - USA • 314-993-2220 • Fax. 314-993-1269 • www.easa.com The Electro*Mechanlcol Authority (Membership Year: April 1, 2016 — March 31, 2017) Payable In U.S. Funds • Due Upon Receipt Mr. Raymond Kothe Bestway Electric Motor Service Co. 728 S Campbell Ave Tucson, AZ 85719-6515 US Annual Membership Dues INVOIC � Bill To: 68 Date: 12/01/2015 Invoice #: INV-19798-1-91N15Y4 68 Bestway Electric Motor Service Co. 3/3112017 International EASA Company Membership, Active Member Dues 3131/2017 EASA Currents, Subscription Raymond Kothe 3/31/2017 Chapter Dues, Southwestern Chapter Dues NOV 3 0 2[115 $1,499.00 $0.00 $80.00 Total $1,579.00 Pay online at www.easa.com/MyEASA with secure credit card. Or mail your check to the address above. Payable In U.S. Funds. Please make checks payable to: Electrical Apparatus Service Assoclation, For MasterCard, VISA, Discover or American Express payment, please complete the following: Credit Card Number Cardholder Name _ Address Slate/Province Cardhoider Signature Exp. Date Verification Code` City Ilp Country _ ' Last 3 digits on the back of MasterCard, VISA A Discover, 4 digits on front of American Express above the credit card number. Please direct questions to Customer Service at easainfo@easa.com or 314-993-2220. DUE UPON Raccipr • DULINQUIE NT AF'TEIZ FEBRUARY 7 Note: Can't pay all at once? Remember you can make partial dues payments (say, half in December and half in .January). Dues must be paid in full by February 1. If the balance Is not paid by March 31, membership will be terminated, absolutely no refunds will be made on partial payments for any reason. If your membership lapses, your company may be reinstated if you pay your dues in fuli for the 2016-2017 membership year in addition to a reinstatement tee of $75 (U.S.). Versloni 115_US-RCL25C 11 ARIZONA DEPARTMENT OF REVENUE O E 8�� � ATTN, License and Registration J 0 PO BOX 29032 RIGINAL Phoenix, AZ 85438-9032 � ARIZONA DEPARTMENT OF REVENUE 0 TRANSACTION PRIVILEGE TAX LICENSE NOT TRANSFERABLE The license* listed below Is licensed to conduct business upon the condlilon that taxes are paid to Arizona Department of Revenue as required under provisions of A.R.S. This 42, Chapter 5, Article 1. 2016 ISSUED TO; BESTWAY ELECTRIC MOTOR SERVICE ALL communications and *r► LICENSE: 10069888 -COMPANY INCORPORATED reports MUST REFER to START DATE: 11/06/1978 728 S CAMPBELL AVE this LICENSE NO. ISSUED: 02/0212016 TUCSON AZ 857196515 EXPIRES: 12/31/2016 LOCATION: NUMBER 001 BESTWAY ELECTRIC MOTOR SERVICE COMPANY INCOR ORATED 728 S CAMPBELL AVE TUCSON AZ 85719 1600044463944 111111911111111111111111111 111 1H lit! 1111111311111111 W IR RIP 14 OPPROW0 rwmmffimvAffig�"� Non -Transferrable CITY OF TUCSON, ARIZONA lu"Mi I I N A FMANCE JEP LME1 T NIL G "` 0111497 REVENUE DIVISION - LICENSE JCapiration Date: December 31, 2016 MUST BE DISPLAYED IN A CONSPICUOUS PLACE Business License For the payment of the license fee, the person or firm below is hereby licensed to conduct business in the City of Tucson. r Tax accruing to the City of Tucson shall be paid under provisions of Ch. 19, Tucson City Code. This license is subject to revocation for violation of Ch. 7 or Ch. 19 of the Tucson City Code. Located At: 728 S CAMPBELL AVE, TUCSON, AZ 85719 Issued To: BESTWAY ELECTRIC MOTOR SERVICE CO INC Effective: January 01, 2016 Please refer to license number in all correspondence, By Finance Director „y n 1 7 aim ::fry .'�'r.,,iN .V!1 i 4r•w j�rY•.'rf,•f�t• :{ 1., YI 4' ,Yf"da •,..:.- try �? .r, any;.., r..4 ����i"r„W{.',�y' .r"r .w.. if7jgc���'ryLi, �,.'�'y��y'i.' �+•� :'fr _"'..ery"5S [,'',� .'r ,� r baa• '!` ' ;Ctj'�:'+Kr �?,� +'si• �,�tti't;,*�r,. r k 1� .t•. �'. M1,P�'s�f'•.�7''.•J, i �r1ti,Llii. M1 i y �.r 't• +i+ •t 1r: ' a �vrS N •ys 11 tq}�� a".r!nr' y 4� .'�, i wt�'' � �', ,��ph�•rl�2,�•�,'t+ Naa."d'•�i, S 'S! ' .17.�Y�j,.r •i. it a'}'•. �. r�., ��'. 3�v.iln:.,.�h t �<. IMAM',t7^ii7{ K.p��,v. 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RFP #161530- CITY OF TUCSON REQUEST FOR PROPOSAL REQUEST FOR PROPOSAL NUMBER: PROPOSAL DUE DATE: PROPOSAL SUBMITTAL LOCATION: MATERIAL OR SERVICE: PRE -PROPOSAL CONFERENCE DATE: TIME: LOCATION: CONTRACT OFFICER: TELEPHONE NUMBER: 161530 September 30, 2016, AT 4:00 P.M. LOCAL AZ TIME Department of Procurement 255 W. Alameda, 6th Floor, Tucson, AZ 85701 ELECTRIC MOTOR AND MOTOR CONTROLS: REWIND, REPAIR SERVICES, AND PURCHASES Thursday, September 8, 2016 8:30 A.M. — 9:30 A.M LOCAL AZ TIME City Hall, Procurement 6th Floor Conference Room CAROLE QUINTANA (520) 8374121 Carole, Quintana a@tucsonaz.gov A copy of this solicitation and possible future amendments may be obtained from our Internet site at: http://www.tucsonprocurement.com/ by selecting the Bid Opportunities link and the associated solicitation number. The City does not mail out Notices of available solicitations via the U.S. Postal Service. Email notifications are sent to those interested offerors who are registered with us and who have selected email as their preferred delivery method. To register, please visit www.tucsonprocurement.com, click on Vendors, then click on Vendor Registration. To update an existing record, click on Vendors, click on What's New?, and read the section titled "Notice of Solicitations." You may also call (520) 791-42171f you have questions. Competitive sealed proposals for the specified material or service shall be received by the Department of Procurement, 255 W. Alameda, 6th Floor, Tucson, Arizona 85701, until the date and time cited. Proposals must be in the actual possession of the Department of Procurement at the location indicated, on or prior to the exact date and time indicated above. Late proposals shall not be considered. The prevailing clock shall be the City Department of Procurement clock. Proposals must be submitted in a sealed envelope. The Request for Proposal number and the offeror's name and address should be clearly indicated on the outside of the envelope. All proposals must be completed in ink or typewritten. Questions must be addressed to the Contract Officer listed above. ****ALERT**** Effective July 1, 2014, the City of Tucson's Small Business Enterprise (SBE) and Disadvantaged Business Enterprise (DBE) Program has moved to the Department of Procurement and has become the Business Enterprise and Compliance Program. To contact them, please call (520) 837-4000 or visit the website at http://www.tucsonerocurement.com/Bidders Pacte.aspx and click on SBE or DBE. CQlhb PUBLISH DATE. 09/01/2016 Revised 11/2414 CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 2 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 INTRODUCTION The City of Tucson is seeking proposals from qualified firms for the provision of Electric Motor and Motor Controls: Rewind, Repair Services and Purchase. To provide adequate Contract coverage, the City intends to make multiple awards. Work will be performed on, but not restricted to: pumps, wells, boosters, and aerators. The City anticipates that it may spend approximately $100,000.00 per year on electric motor repair services and new or replacement motor purchases. However, services will be performed on an as -needed, if - needed basis and no volume of service should be assumed or is guaranteed. Proposed labor and service rates will also include the repair of: • Variable Frequency Drives - installation, repair, troubleshooting and replacement • Soft Start Motor Controllers, and installation, repair, troubleshooting, and replacement • Standard motor controls repair, replacement, and troubleshooting in large motor control centers. • Additionally, this contract will also include pump repair, rebuilding and replacement services as many of City motors (perhaps 50%) are connected to a sewage or sump pump. Such service would apply to any and all electrical powered equipment and all variations of motor controls. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 SCOPE OF WORK 1,0 GENERAL REQUIREMENTS 1.1 Contractor's Performance REQUEST FOR PROPOSAL NO. 161530 PAGE 3 OF 35 CONTRACT OFFICER; CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 A. All materials and workmanship provided to the City shall be of the highest industry standard. Materials purchased by the City through this contract shall be new and subject to inspection and approval by the City Representative prior to delivery. B. Contractor shall obtain all permits and licenses and pay all taxes, charges and fees necessary to perform the services under this contract. C. Contractor shall guarantee all work under this contract against defects of materials and/or workmanship for a period of one (1) year from the completion date. Chemical agents used shall be warranted for the labeled time period and shall not exceed the shelf time, if applicable. Contractor shall furnish Safety Data Sheets for all products required by OSHA Hazard Communications Regulations per 29 CFR Part 1910.1200. D. The Contractor shall furnish all necessary supplies, labor, vehicles and equipment to perform services. All supplies, labor, vehicles and equipment shall be compliant with the specifications, terms and provisions set forth herein and shall be subject to random, unannounced inspection by the City Representative. E. The City shall not provide office or storage space for the Contractor's supplies, vehicles or equipment. F. The Contractor shall outfit all equipment and materials used with any and all such safety devices and warning mechanisms as may be necessary to advise and protect the public and prevent personal injury and property damage. G. Contractor warrants that the performance of services under this contract shall be compliant with the current requirements of the Occupational Safety and Health Act (OSHA) and as it may be amended or updated throughout the term of this contract. i -l. Maximum motor repair time must never exceed seven (7) working days; this includes the time taken to provide an estimate. 1.2 Pick-up and Delivery A. Contractor shall be responsible for pick-up and delivery of all motors when and where requested by the City. The Contractor shall perform all pick-up or delivery within twenty-four (24) hours of notification by the City. B. Pick-up and delivery shall be F.O.B. Destination Freight Prepaid to and from various Tucson metropolitan area locations. C. Contractor shall offer over-the-counter service, maintaining normal business hours, for those City departments that do not request pick-up or delivery of the motors. D. A drop off ticket will be provided at time of delivery at vendor location, with Time, Date, City location (site name), work order # and City employee # of individual dropping off equipment. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, Az 85701 PAGE 4 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 1.3 Warranty A. Contractor shall warrant that all equipment and parts furnished as new under this contract are newly manufactured and free from defects in material and workmanship for no less than one (1) year from the date the equipment is delivered. B. Contractor shall warrant that all rebuilt or repaired equipment and parts furnished under this contract meet manufacturer's specifications and are free from defects in material and workmanship for no less than one (1) year from the date the equipment is delivered. C. Warranty shall include accepted trade standards of quality, fitness for the intended uses, and conformance to promises or specified specifications. No other express or implied warranty shall eliminate the Contractor's liability as stated herein. D. Contractor shall warrant that all labor involved in the rewind and repair of electric motors and associated equipment for no less than one (1) year from the date the equipment is delivered. This includes, but is not limited to, general, welding and machine work labor. E. All defective products shall be replaced and exchanged by the Contractor. The cost of transportation, unpacking, inspection, re -packing, re -shipping or other like expenses shall be paid by the Contractor. All replacement products must be received by the City within five (5) days of initial notification. 1.4 Invoicing A. Invoices for work performed as described in Group 1 of the Price Page shall clearly be marked Group 1 and shall also show the Group letter, motor horsepower, City site name, pump number or address, complete description and manufacturer. Invoice must also have City employee I.D. B. Repairs on pre -NEMA motors and those repairs not covered in Group 1 shall be invoiced as bid on Group 2 of the Price Sheet. Invoices must show the actual parts and/or material used with the list price less the discount as shown on Group 2 of the Price Sheet. The number of hours of labor and, if necessary, machine work required to repair the item must also be shown on the invoice along with the flat rate per hour for each. These invoices shall be clearly marked Group 2. C. Contractor's designated representative shall return a call by city personnel within thirty (30) minutes of a left message at any time business or off hours. A competent service contractor technician shall be available to be onsite within two (2) hours of initial contact by the City at any time. D. Contractor shall maintain an accurate report of the work activities of the personnel assigned and materials expended for this contract. Contractor shall initiate such record keeping at the time of award and shall retain all such files throughout the term of the contract. The Contractor shall provide an electronic copy of the report upon request to the Department of Procurement. The report shall show items serviced or provided, by City Department, including total amount spent by each City Department. 1.5 Key Personnel A. The Contractor must have the trained personnel and must have the equipment/supplies necessary to perform electromechanical repairs and rewinding on the electric motors owned by the City of Tucson as per the specifications, terms and conditions of this contract. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 5 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 B. The Contractor shall have a minimum of two employees at the Contractor's facility whose primary job is the rebuilding and repairing of electric motors. C. Contractor's designated representative shall be available locally, able to respond within two (2) hours of initial contact and authorized to resolve management issues and respond to emergency requirements. D. An alternate representative shall also be designated and available within the Tucson metropolitan area in the event that the primary representative is unreachable in the event of an emergency. E. Provide 2 training days per year, in controlled location or field/ site location. 2.0 PROCEDURE REQUIREMENTS 2.1 Equipment A. The Contractor's equipment must be sufficient to handle electric motors up to 500 H.P. B. The equipment required includes, but is not limited to, the following: 1. Lifting equipment (overhead crane, forklift) to safely move electric motors, motor/pump combinations and accessories weighing up to two tons. 2. Cleaning capability (power wash, "steam cleaning", sandblasting equipment) 3. Machine tools, micrometers, etc. 4. Welding equipment (stick, TIG, MIG) 5. Acetylene torch 6. Hydraulic bearing pullers 7. Lathes, milling machine, drill press of sufficient size 8. Dynamic balancing equipment & stand of sufficient capacity 9. Stator core loss tester of sufficient capacity 10. Temperature -regulated burn -off oven of sufficient size 11. Class H insulating materials including epoxy or polyester resin of sufficient quantity to treat new windings 12. Sufficient inventory of inverter -duty rated magnet wire 13. Dip tank of sufficient capacity 14. Vacuum Pressure Impregnation (VPI) system of sufficient size 15. 500 volt megohmeter 16. DC Hipot thigh potential) tester of sufficient capacity 17. Surge comparison tester of sufficient capacity 18. Baking oven of sufficient size 19. Coil winding equipment of sufficient size 20. 460 volt test power supply to no load test run motors up to 500 HP @ 460 VAC 21. Contractor must provide a vehicle with sufficient lift capacity to pick up and deliver motors weighing up to two tons (4000 pounds) or 500 HP motors. (The model number and description of the vehicle(s) will be sufficient.) C. The Contractor's diagnostic equipment must be sufficient to handle controls and starters for electric motors up to 500 H.P. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85709 REQUEST FOR PROPOSAL NO. 169530 PAGE 6 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 D. The field equipment required for analysis and troubleshooting includes but is not limited to the following: 1. Infrared Thermal Imager 2. Power Quality Analyzer and Data Logger 3. Digital multimeter /oscilloscope 4. Vibration Scanner Analysis 5. Laser Alignment equipment 2.2 Guidelines A. The Contractor shall perform all electric motor rewinding, repairs and provision of motors according to the following guidelines: 1. The guidelines established in EASA (Electrical Apparatus Service Association) AR100- 2001 RECOMMENDED PRACTICE, or latest revision, for the Repair of Rotating Electrical Apparatus. 2. The minimum class of insulation shall be class "H" as specified by NEMA. 3. Stator rewind shall include clean, dip and bake. 4. Vacuum Pressure Impregnation (VPI) shall be included on motors 50 HP and above. B. The Offeror shall provide a written copy of its own guidelines for electric motor rebuilding and repair. 2.3 Overhaul and Repair A. All repaired or completely overhauled motors shall be cleaned and freshly painted in a "like new" exterior appearance. B. All repaired or completely overhauled motors shall have a separate metal flag affixed, screwed or riveted next to the manufacture's I. D. metal plate with the Contractor's name, address, phone number and date of motor repair. C. Various departments will deliver (or the Contractor will pick-up at the City's discretion) intact motors to the repair facility and the Contractor will disassemble them. Most of these motors will be open drip proof motors. D. Upon completion and before delivery is taken on a motor overhaul or rewind, the motor or stator will be certified as surge comparison tested for winding condition and interrelationship. E. All complete overhauls for City Departments will require new bearings regardless of existing bearing conditions. F. In some cases, the City Department will request expedited service and motor repair time shall not exceed four (4) working days when requested. If expedited repair is requested, the contractor shall make clear in the estimate if overtime rates shall apply. The number of overtime hours shall be noted as a separate line item on the invoice. G. Upon request, Contractor shall provide two written estimates of the cost of repairs to the City Department before any work is performed. One estimate will be the cost of the repairs with the motor returned in four (4) working days. The second estimate will be the cost of the repairs with the motor returned in the maximum time frame of seven (7) working days. H. Working days shall be Monday through Friday — excluding Saturday, Sunday, and national and City holidays. Repair time will begin when the Contractor receives approval to proceed with the repairs. Repair time ends when the repaired motor is delivered to the City (either across the counter or delivered to a City facility). 1. Contractor shall paint stencil site name and pump number on motor body. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 7 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 2.4 Estimate for Repairs A. Contractor shall provide an estimate for motor repair before proceeding with any work. Estimates must be provided within twenty-four (24) hours of the Contractor receiving the motor. Estimates should also always include the cost of a new motor as an alternative. B. Contractor shall inspect the equipment and make recommendations for repair, within the specified timeframes of initial contact by City personnel. Examples of diagnostic work are as follows: i. Diagnose motor, electrical and control problems and make recommendations for repair. ii. Removal and replacement of motors and rewind. iii. Evaluate electrical supply problems. iv. Diagnose and make recommendations for repair of system components. V. Diagnose and make recommendations for repair of motor control systems. C. If the motor repair cost exceeds 60% of the cost of a new motor, based on quotes from Contractor and other City suppliers, the City reserves the right to replace the motor rather than repair it. The City reserves the right to make a determination within 48 hours of the quote submittal during the repair process to replace the motor with a new one, depending upon the situation. D. No additional costs other than for the tear down and the estimate will be charged to the City if the motor is not repaired, At the City's option, all non -repaired motors and parts will be retumed to the City. 2.5 Motor Starter, Controls Analysis and Repair A. The Contractor may be requested to analyze a malfunctioning or failed motor starter system in order to determine cause and corrective action. The Contractor shall charge for this service according to the prices on Group 2 of the Price Sheet. B. Results of the analysis shall contain pertinent nameplate information from the equipment so as to identify units distinctly. If no such model numbers and/or serial numbers are available, the Contractor shall use the best information available. All reports shall provide general identification, including site name, unit number (pump number, etc) C. The analysis report shall list all diagnostic tests made. Each diagnostic test shall include numeric values including units of measure (Volts, Ohms, Degrees Fahrenheit, etc) where available and expected values of the result for comparison. D. Where test equipment observations (e g, thermal imaging or data logger graphing) are made to support analysis, representative images shall be contained in the report. Soft copies (computer format data) of the result shall be made available upon request. Time and dates indicated in the observations shall be reasonably accurate. E. When analysis requires testing over a period of time to troubleshoot an intermittent condition for example, the Contractor shall make testing equipment and apparatus under test safe as practicable. In the event that test equipment is deployed as described where energized wiring is in a state not originally designed, appropriate hazard placards shall be deployed to alert passing staff of hazardous conditions and to maintain an appropriate distance. The Contractor shall make test equipment secure to prevent its loss. F. The Contractor shall, in writing, describe in detail the observations made and condition found. Furthermore if repairs or service is warranted, corrective action to remedy problems found shall be indicated and be supported by findings in the report. G. If requested, the Contractor may email analysis reporting to the City in lieu of hard copy reports. H. If the City opts to retain the Contractor to make repairs, The Contractor shall charge for this service according to the prices on Group 2 of the Price Sheet. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 8 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 2.6 Electric Motor Purchase Specifications A. Provide for the purchase, installation and standard manufacturer's warranty for new or replacement electric motors. Examples are specified below: B. New or Replacement motors should meet NEMA Premium Energy Efficiency standards for maximum energy savings and longer service life. C. Motors meeting the NEMA Premium Efficiency standards should have a three year manufacturer warranty. D. In the event of any recall notice, technical service bulletin, or other important notification affecting equipment purchased from this contract, a notice shall be sent to the Contract Representative. It shall be the responsibility of the contractors to assure that all recall notices are sent directly to the agencies Contract Representative. E. Each new or replacement motor will be delivered with two (2) operators manuals. Exhaust Fan Motor Pump Motor Pump Motor Frame 184T 182T 286T Encl ODP ODP OPSB H.P. 5 3 30 Volts 208 208 200 Amps 14 8.7 81 RPM 1740 1765 1770 FIZ. 60 60 60 Ph. 3 3 3 Ser.F 1.15 1.15 1.15 Duty Cont.@ Cont.@ Cont.@ 40C Amb. 40C Amb. 40C Amb. B. New or Replacement motors should meet NEMA Premium Energy Efficiency standards for maximum energy savings and longer service life. C. Motors meeting the NEMA Premium Efficiency standards should have a three year manufacturer warranty. D. In the event of any recall notice, technical service bulletin, or other important notification affecting equipment purchased from this contract, a notice shall be sent to the Contract Representative. It shall be the responsibility of the contractors to assure that all recall notices are sent directly to the agencies Contract Representative. E. Each new or replacement motor will be delivered with two (2) operators manuals. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 9 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 INSTRUCTIONS TO OFFERORS 1. DEFINITION OF KEY WORDS USED IN THE SOLICITATION: For purposes of this solicitation and subsequent contract, the following definitions shall apply: City. The City of Tucson, Arizona Contract: The legal agreement executed between the City and the Contractor/Consultant. The Contract shall include this RFP document Incorporated herein by reference, all terms, conditions, specifications, scope of work, Amendments, the Contractor's offer and negotiated items as accepted by the City. Contractor/Consultant: The individual, partnership, or corporation who, as a result of the competitive solicitation process, is awarded a contract by the City. Contract Representative: The City employee or employees who have specifically been designated to act as a contact person or persons to the Contractor, and is responsible for monitoring and overseeing the Contractor's performance under this Contract. Director of Procurement: The contracting authority for the City, authorized to sign contracts and amendments thereto on behalf of the City. May: Indicates something that is not mandatory but permissible. Offeror: The individual, partnership, or corporation who submits a proposal in response to a solicitation. Shall, Will, Must: Indicates a mandatory requirement. Failure to meet these mandatory requirements, if they constitute a substantive requirement, may, at the City's sole discretion, result in the rejection of a proposal as non-responsive. Should: Indicates something that is recommended but not mandatory. If the Offeror fails to provide recommended information, the City may, at its sole option, ask the Offeror to provide the information or evaluate the proposal without the Information. 2. PRE -PROPOSAL CONFERENCE: If scheduled, the date and time of a Pre -Proposal conference is indicated on the cover page of this document. Attendance at this conference is not mandatory. Written minutes and/or notes will not be available, therefore attendance is encouraged. If an Offeror is unable to attend the Pre -Proposal Conference questions may be submitted in writing. Offerors are encouraged to submit written questions, via electronic mail or facsimile, at least five days prior to the Request for Proposal due date to the Contract Officer listed above. The purpose of this conference will be to clarify the contents of this Request for Proposal in order to prevent any misunderstanding of the City's position. Any doubt as to the requirements of this Request for Proposal or any apparent omission or discrepancy should be presented to the City at this conference. The City will then determine the appropriate action necessary, if any, and may issue a written amendment to the Request for Proposal. Oral statements or Instructions will not constitute an amendment to this Request for Proposal. 3. INQUIRIES: Any question related to the Request for Proposal shall be directed to the Contract Officer whose name appears above. An offeror shall not contact or ask questions of the department for whom the requirement is being procured. The Contract Officer may require any and all questions be submitted in writing. Offerors are encouraged to submit written questions via electronic mail or facsimile, at least five days prior to the proposal due date. Any correspondence related to a solicitation should refer to the appropriate Request for Proposal number, page and paragraph number. An envelope containing questions should be Identified as such, otherwise it may not be opened until after the official proposal due date and time. Oral interpretations or clarifications will be without legal effect. Only questions answered by a formal written amendment to the Request for Proposal will be binding. 4. AMENDMENT OF REQUEST FOR PROPOSAL: The Offeror shall acknowledge receipt of a Request for Proposal Amendment by signing and returning the document by the specified due date and time. 5. FAMILIARIZATION OF SCOPE OF WORK: Before submitting a proposal, each offeror shall familiarize itself with the Scope of Work, laws, regulations and other factors affecting contract performance. The Offeror shall be responsible for fully understanding the requirements of the subsequent Contract and otherwise satisfy itself as to the expense and difficulties accompanying the fulfillment of contract requirements. The submission of a proposal will constitute a representation of compliance by the Offeror. There will be no subsequent financial adjustment, other than that provided by the subsequent Contract, for lack of such familiarization. 6. PREPARATION OF PROPOSAL: A. All proposals shall be on the forms provided in this Request for Proposal package. It Is permissible to copy these forms as required. Facsimiles or electronic mail proposals shall not be considered. B. At a minimum, your proposal should include the signed Offer and Acceptance form, signed copies of any solicitation amendments, completed Price Page and your response to all evaluation criteria. C. The Offer and Acceptance page shall be signed by a person authorized to submit an offer. An authorized signature on the Offer and Acceptance page, Proposal Amendment(s), or cover letter accompanying the proposal documents shall constitute an irrevocable offer to sell the good and/or service specified herein. Offeror shall submit any additional requested documentation, signifying intent to be bound by the terms of the agreement. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 10 OF 35 CONTRACT OFFICER: CAROLE QUINTANA Phi: (520) 791-4121 / FAX: (520) 791-4735 D. The authorized person signing the proposal shall initial erasure, interlineations or other modifications on the proposal. E. In case of error in the extension of prices in the proposal, unit price shall govern when applicable. F. Periods of time, stated as a number of days, shall be In calendar days. G. It is the responsibility of all offerors to examine the entire Request for Proposal package and seek clarification of any requirement that may not be clear and to check all responses for accuracy before submitting a proposal. Negligence in preparing a proposal confers no right of withdrawal after due date and time. H. The City shall not reimburse the cost of developing, presenting, submitting or providing any response to this solicitation. I. Offeror must list any subcontractors to be utilized in the performance of the services specified herein. For each subcontractor, details on respective qualifications must be included. 7. PAYMENT DISCOUNTS: Payment discount periods shall be computed from the date of receipt of the material/service or correct invoice, whichever is later, to the date City's payment warrant is mailed. Unless freight and other charges are itemized, any discount provided shall be taken on full amount of invoice. Payment discounts of twenty-one calendar days or more shall be deducted from the proposed price in determining the price points. However, the City shall be entitled to take advantage of any payment discount offered by a vendor provided payment is made within the discount period. The payment discount shall apply to all purchases and to all payment methods. 8. TAXES: The City of Tucson is exempt from federal excise tax, including the federal transportation tax. 9. PROPOSALISUBMiTTAL FORMAT: An original and 8 copies (9 total) of each proposal should be submitted on the forms and in the format specified in the RFP. Offerors shall also submit one electronic copy of the proposal on cd, disc or zip disc in MS Office 2003 or .pdf format. Any confidential information shall be submitted on a separate cd, disc or zip disc. The original copy of the proposal should be clearly labeled "Original" and shall be single -sided, three hole punched and in a binder. The material should be in sequence and related to the RFP. The sections of the submittal should be tabbed, clearly identifiable and should include a minimum of the following sections: the completed Offer and Acceptance Form, all signed Amendments, a copy of this RFP document and the Offeror's response to the Evaluation Criteria Including the completed Price Page. Failure to include the requested information may have a negative Impact on the evaluation of the offeror's proposal. 10. EXCEPTIONS TO CONTRACT PROVISIONS: A response to any Request for Proposal is an offer to contract with the City based upon the contract provisions contained in the City's Request for Proposal, including but not limited to, the specifications, scope of work and any terms and conditions. Offerors who wish to propose modifications to the contract provisions must clearly identify the proposed deviations and any proposed substitute language. The provisions of the Request for Proposal cannot be modified without the express written approval of the Director or his designee. If a proposal or offer is returned with modifications to the contract provisions that are not expressly approved in writing by the Director or his designee, the contract provisions contained in the City's Request for Proposal shall prevail. 11. PUBLIC RECORD: All proposals submitted In response to this Request for Proposal shall become the property of the City and shall become a matter of public record available for review subsequent to the award notification. 12. CONFIDENTIAL INFORMATION: The City of Tucson is obligated to abide by all public information laws. If an Offeror believes that any portion of a proposal, offer, specification, protest or correspondence contains information that should be withheld, a statement advising the Contract Officer of this fact should accompany the submission and the information shall be so identified wherever it appears. The City shall review all requests for confidentiality and may provide a written determination to designate specified documents confidential or the request may be denied. Price is not confidential and will not be withheld. If the confidential request is denied, such information shall be disclosed as public information, unless the offeror submits a formal written objection. 13. CERTIFICATION: By signature on the Offer and Acceptance page, solicitation Amendment(s), or cover letter accompanying the submittal documents, Offeror certifies: A. The submission of the offer did not involve collusion or other anti-competitive practices. B. The Offeror shall not discriminate against any employee or applicant for employment in violation of Federal or State law. C. The Offeror has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, meal or -service to a public servant in connection with the submitted offer. D. The Offeror hereby certifies that the individual signing the submittal is an authorized agent for the Offeror and has the authority to bind the Offeror to the Contract. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO.161530 PAGE 11 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 14. WHERE TO SUBMIT PROPOSALS: In order to be considered, the Offeror must complete and submit its proposal to the City of Tucson Department of Procurement at the location indicated, prior to or at the exact date and time indicated on the Notice of Request for Proposal page. The Offeror's proposal shall be submitted in a sealed envelope. The words "SEALED PROPOSAL" with the REQUEST FOR PROPOSAL TITLE, REQUEST FOR PROPOSAL NUMBER, PROPOSAL DUE DATE AND TIME and OFFEROR'S NAME AND ADDRESS shall be written on the envelope. 15. LATE PROPOSALS: Late proposals will be rejected. 16. OFFER AND ACCEPTANCE PERIOD: In order to allow for an adequate evaluation, the City requires an offer in response to this solicitation to be valid and irrevocable for ninety (90) days after the proposal due date and time. 17. WITHDRAWAL OF PROPOSAL: At any time prior to the specified solicitation due date and time, an offeror may formally withdraw the proposal by a written letter, facsimile or electronic mail from the Offeror or a designated representative. Telephonic or oral withdrawals shall not be considered. 18. DISCUSSIONS: The City reserves the right to conduct discussions with offerors for the purpose of eliminating minor irregularities, informalities, or apparent clerical mistakes in the proposal In order to clarify an offer and assure full understanding of, and responsiveness to, solicitation requirements. 19. CONTRACT NEGOTIATIONS: Exclusive or concurrent negotiations may be conducted with responsible offeror(s) for the purpose of altering or otherwise changing the conditions, terms and price of the proposed contract unless prohibited. Offerors shall be accorded fair and equal treatment in conducting negotiations and there shall be no disclosure of any information derived from proposals submitted by competing offerors. Exclusive or concurrent negotiations shall not constitute a contract award nor shall it confer any property rights to the successful offeror. In the event the City deems that negotiations are not progressing, the City may formally terminate these negotiations and may enter into subsequent concurrent or exclusive negotiations with the next most qualified firm(s). 20. VENDOR APPLICATION: Prior to the award of a Contract, the successful offeror shall register with the City's Department of Procurement. Registration can be completed at http:l/www.tuesonprocurement.comby clicking on Vendor Services. Please note that email notifications of newly published solicitations and amendments will be provided to those vendors that select email as their preferred delivery method in their vendor record. 21. CITY OF TUCSON BUSINESS LICENSE: It is the responsibility of the Contractor to have a City of Tucson Business License throughout the life of this contract or a written determination from the City's Business License Section that a license is not required. At any time during the contract, the City may request the Contractor to provide a valid copy of the business license or a written determination that a business license is not required. Application for a City Business License can be completed at http://www.tucsonaz.gov/etax. For questions contact the City's Business License Section at (520) 791-4566 or email at tax-licenseCa7tucsonaz.gov. 22. UPON NOTICE OF INTENT TO AWARD: The apparent successful offeror shall sign and file with the City, within five (5) days after Notice of Intent to Award, all documents necessary to the successful execution of the Contract. 22. AWARD OF CONTRACT: Notwithstanding any other provision of the Request for Proposal, the City reserves the right to: (1) waive any immaterial defect or informality; or (2) reject any or all proposals, or portions thereof; or (3) reissue the Request for Proposal. A response to this Request for Proposal is an offer to contract with the City based upon the terms, conditions and Scope of Work contained In the City's Request for Proposal. Proposals do not become contracts unless and until they are executed by the City's Director of Procurement and the City Attorney. A contract has its inception in the award, eliminating a formal signing of a separate contract. All of the terms and conditions of the contract are contained in the Request for Proposal, unless any of the terms and conditions are modified by a Request for Proposal amendment, a Contract Amendment, or by mutually agreed terms and conditions in the Contract documents. 23. PROPOSAL. RESULTS: The name(s) of the successful offeror(s) will be posted on the Procurement Department's Internet site at http;//Www.tucsonprocurement.com/ upon Issuance of a Notice of Intent to Award or upon final contract execution. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 12 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 24. PROTESTS: A protest shall be in writing and shall be filed with the Director of Procurement. A protest of a Request for Proposal shall be received at the Department of Procurement not less than five (5) working days before the Request for Proposal due date. A protest of a proposed award or of an award shall be filed within ten (10) days after issuance of notification of award or issuance of a notice of intent to award, as applicable. A protest shall include: A. The name, address, and telephone number of the protestant; B. The signature of the protestant or its representative; C. Identification of the Request for Proposal or Contract number; D. A detailed statement of the legal and factual grounds of protest including copies of relevant documents; and E. The form of relief requested. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 13 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 LIVING WAGE REQUIREMENT Chapter 28, Article XIV of the Tucson Procurement Code requires that a living wage be paid to certain employees of Contractors and their applicable subcontractors who are performing services for the City of Tucson. This solicitation, and the resulting Contract, is subject to the referenced Article. By signing the Offer and Acceptance page, Bidder/Offeror agrees to comply with the requirements of the Article. In accordance with Sec. 28-155 of the Tucson Procurement Code, an eligible employee is defined as an employee of the Contractor or their subcontractor who: (a) is not a person who provides volunteer services that are uncompensated except for reimbursement of expenses such as meals, parking or transportation; (b) expends chargeable time providing services to the City and on City property; (c) Is at lease sixteen (16) years of age. Eligible employees shall be paid no less than the living wage for the time they spend providing services to the City on City property. In accordance with Sec. 28-157 of the Tucson Procurement Code, the living wage is as follows: • If health benefits are offered, and if the Contractor pays no fess than fifty (50) percent of the eligible employee's health benefits premium, a wage of no less than $10.39 per hour; or • If no health benefits are offered, or if the Contractor pays less than fifty (50) percent of the eligible employee's health benefits premium, a wage of no less than $11.62 per hour. Proof of compliance with this policy shall be provided by the successful Bidder/Offeror upon notification by the City of its intent to award a Contract. Notwithstanding the Severability clause under the Standard Terms and Conditions section of this document, if the provisions of this clause become unenforceable for any reason, the City reserves the right to terminate this Contract without penalty or liability. In the event the City negotiates an adjustment to the terms, conditions, or price acceptable to the parties, then this Contract shall continue until expiration. In accordance with Sec. 28-158 of the Tucson Procurement Code, the following shall apply to compliance with wage requirement: The City's Director of Procurement shall monitor compliance, including the investigation of claimed violations, and may promulgate administrative rules and regulations to implement and enforce this Article. In the event of any violation of the provisions set forth in this Article, the responsible Contractor and any applicable subcontractors shall be liable for the unpaid wages and shall pay the eligible employee any amounts underpaid. The City's Director of Procurement is additionally authorized to take any one or more of the following remedies in the event of a written determination of noncompliance: (a) Liquidated damages paid to the City in the amount of $50.00 for each incidence of non-compliance for each day of non-compliance and/or each day it continues; (b) Suspension of further payments under the Contract until the violation has ceased; (c) Suspend and/or terminate the Contract for cause; and/or (d) Debar or suspend the Contractor or subcontractor from future City contracts pursuant to Tucson Procurement Code, Chapter 28, Article IX. Protests or appeals of the Director's remedies for non-compliance shall be in accordance with Article IX. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA. 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 14 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 In accordance with Sec. 28-159 of the Tucson Procurement Code, the following shall apply to records: (a) The Contractor and any applicable subcontractor shall make the records required available for inspection, copying, or transcription by authorized representatives of the City's Director of Procurement, and shall permit such representatives to interview employees during working hours on the job. If the Contractor and any applicable subcontractor fails to submit the required records or make them available, the Director may, after written notice to the Contractor, take such action as may be necessary to cause the suspension of any further payment, advance, or guarantee of funds. Furthermore, failure to submit the required records upon request or to make such records available may be grounds for debarment action pursuant to Article IX. (b) Payrolls and basic records relating thereto shall be maintained by the Contractor during the course of the work and preserved for a period of three years thereafter for all eligible employees. Such records shall contain the name, address, and social security number of each such worker, his or her correct classification, hourly rates of wages paid, daily and weekly number of hours worked, deductions made, and actual wages paid. All inquiries regarding the Living Wage program may be directed to the Contract Officer responsible for this solicitation. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, Az 85701 PAGE 15 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 CITY OF TUCSON CERTIFICATION OF LIVING WAGE PAYMENTS (This form must be completed by the Contractor and each applicable subcontractor.) Contract Number: Contractor or Sub Name: (Please Check Only One of the Following Two Options) do hereby agree to pay all eligible employees working on the above -referenced contract a minimum of $10.39 per hour and provide health benefits. I also agree to pay at least 50% of the eligible employees' health benefits premium. Our firm's health insurance provider(s) are listed below: Name of Health Insurance Company: Address: Telephone: Fax Number: Plan or Program Number: Monthly premium paid by employer: Name of Health Insurance Company: Address: Telephone: Fax Number: Plan or Program Number: Monthly premium paid by employee Monthly premium paid by employer: Monthly premium paid by employee do hereby agree to pay all eligible employees working on the above -referenced contract a minimum of $11.62 per hour. I do not offer health benefits to eligible employees working on this contract and/or I do not pay at least 50% of the eligible employees' health benefits premium. by. (Contractor /Sub -Contractor Name) (Date) (Signature) (Title) CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 16 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 PROPOSAL EVALUATION REQUIREMENTS I. PROPOSAL EVALUATION CRITERIA— (listed in relative order of importance) A. Method of Approach B. Price Proposal C. Qualifications & Experience H. REQUIREMENTS SPECIFIC TO EVALUATION CRITERIA: The narrative portion and the materials presented in response to this Request for Proposal should be submitted in the same order as requested and must contain, at a minimum, the following: A. Method of Approach 1. Offeror shall prepare a detailed Method of Approach to the Scope of Work which indicates the service proposed to be performed by the Offeror. This section should confirm the Offeror's understanding of this RFP and should address all the requirements specified in the Scope of Work. Offeror should clearly outline the approach of the firm in meeting the responsibilities that the City has outlined. Additional information shall be provided as follows: 2. A detailed list of equipment the Offeror proposes to provide in the performance of the Contract. 3. A detailed description of procedures the Offeror proposes to use to perform both the motor rewind and repairs. 4. A detailed description of how the Offeror will provide for the special needs of City Departments, as outlined in the Scope of Work. 5. Type of reporting available to report the number of jobs and type of work performed under the Contract. 6. Process to receive, track, diagnose and exchange repaired but defective units. B. Price Proposal 1. Provide price proposal as requested on the Price Page attached herein. 2. As stated in the Instructions to Offerors, 7. Discounts, the price(s) herein can be discounted by %, if payment is made within days. These payment terms shall apply to all purchases and to all payment methods. 3. Cooperative Purchasing Program: Will your firm provide the City of Tucson, as the lead agency on this regional contract, a rebate in the form of a percentage of sales based upon the other agencies sales? Yes No If yes, state proposed percentage: % 4. Will payment be accepted via commercial credit card? Yes No a. If yes, can commercial payment(s) be made online? Yes No b. Will a third party be processing the commercial credit card payment(s)? Yes No c. If yes, indicate the flat fee per transaction $ (as allowable, per Section 5.2.E of Visa Operating Regulations). d. If "no" to above, will consideration be given to accept the card? Yes No 5. Does your firm have a City of Tucson Business License? Yes No If yes, please provide a copy of your City of Tucson Business license. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 17 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 C. Qualifications & Experience 1. Provide a brief history of the firm. 2. Provide a detailed description of your shop including facility, location(s), equipment and supplies. 3. Identify your key personnel and the positions they will hold in the performance of services under the contract. 4. Provide resumes that demonstrate the qualifications and experience of key personnel. Provide personnel trained and properly equipped for confined space entry. (A letter on Contractor letterhead with the list of names and the certification dates of the confined space entry training will be sufficient.) 5. Provide at least three (3) references for work that is similar in scope to the Scope of Work of this contract. 6. Contractor must provide a certificate or other proof of membership in good standing in the Electrical Apparatus Service Association (EASA). (The certificate from EASA or other documentation stating this will be sufficient.) 7. Provide a copy of the guidelines of another recognized sanctioning body in the electrical apparatus service industry that you abide by. 8. Provide a copy of firm's guidelines for electric motor rebuilding and repair. I11. GENERAL A. Shortlist: The City reserves the right to shortlist the offerors on all of the stated criteria. However, the City may determine that shortlisting is not necessary. B. Interviews: The City reserves the right to conduct interviews with some or all of the offerors at any point during the evaluation process. However, the City may determine that interviews are not necessary. In the event interviews are conducted, information provided during the interview process shall be taken into consideration when evaluating the stated criteria. The City shall not reimburse the offeror for the costs associated with the interview process. C. Additional investigations: The City reserves the right to make such additional investigations as it deems necessary to establish the competence and financial stability of any offeror submitting a proposal. D. Prior Experience: Experiences with the City and entities that evaluation committee members represent and that are not specifically mentioned in the solicitation response may be taken into consideration when evaluating offers. E. Multiple Awards: To provide adequate contract coverage, at the City's sole discretion, multiple awards may be made. CITY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO, 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 18 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 SPECIAL TERMS AND CONDITIONS 1. AWARD: Award shall be made by Group. Offerors need not submit on both Groups 1 and 2 in order to be considered for award. To provide adequate coverage, at the City's sole discretion, multiple awards may be made. 2. COOPERATIVE PURCHASING: Any Contract resulting from this solicitation shall be for the use of the City of Tucson. In addition, public and nonprofit agencies that have entered into a Cooperative Purchasing Agreement with the City of Tucson's Department of Procurement are eligible to participate in any subsequent Contract. See www.tucsonaz.gov/procure and click on Cooperatives for a list of the public and nonprofit agencies that have currently entered into Cooperative Purchasing Agreements with the City of Tucson. Additionally, this contract is eligible for use by the Strategic Alliance for Volume Expenditures (SAVE) cooperative. See http://www.maricopa.gov/Materials/SAVE/save- members.pdf for a listing of participating agencies. The parties agree that these lists are subject to change. Any orders placed to, or services required from, the successful Contractor(s) will be requested by each participating agency. Payment for purchases made under this agreement will be the sole responsibility of each participating agency. The Contractor may negotiate additional expenses incurred as a result of participating agencies' usage of this contract (i.e., freight charges, travel related expenses, etc.). The City shall not be responsible for any disputes arising out of transactions made by others. The Contractor(s) will provide an electronic copy of the complete Contract to the City of Tucson Department of Procurement upon receipt of the Notice of Intent to Award. At the City's request, the successful Contractor(s) may also be requested to provide an electronic copy of the complete Contract to a participating agency. INSURANCE: The Contractor agrees to: A. Obtain insurance coverage of the types and amount required in this section and keep such insurance coverage in force throughout the life of this contract. All policies will contain an endorsement providing that written notice be given to the City at least 30 days prior to termination or cancellation in coverage in any policy, and 10 days notice for cancellation due to nonpayment in premium. B. The Commercial General Liability Insurance and Commercial Automobile Liability Insurance policies will include the City as an additional insured with respect to liability arising out of the performance of this contract. Such additional insured shall be covered to the full limits of liability purchased by the Contractor, even if those limits of liability are in excess of those required by this Contract. The insurance hereunder will be primary and that any insurance carried by the City will be excess and not contributing. C. Provide and maintain minimum insurance limits as applicable: COVERAGE LIMITS OF LIABILITY 1. Commercial General Liability: Policy shall include Bodily injury, Property Damage, Personal Injury and Broad Form Contractual Liability Each Occurrence $1,000,000 General Aggregate $2,000,000 Products & Completed Operations Aggregate $2,000,000 Personal and Advertising Injury $1,000,000 Blanket Contractual Liability $1,000,000 11. Commercial Automobile Liability Policy shall include Bodily Injury and Property Damage, for any owned, Hired, and/or Non -owned vehicles used in the operation, installation and maintenance of facilities under this agreement. Combined Single Limit $1,000,000 Ill. Workers' Compensation (applicable to the State of Arizona Per Occurrence Statutory Employer's Liability $1,000,000 Disease Each Employee $1,000,000 Disease Policy Limit $1,000,000 IV. Professional Liability Errors & Omissions - In addition to 1, 11, III Each Claim $1,000,000 Annual Aggregate $2,000,000 CiTY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPO:. F CONTRACT OFFICER: CAROL PH: (520) 791-41211 FAX: (5d. *1 �Qle Prourietorhndenendent Contractor designation is given to those who desire to waive their rights for workers' comb. coverage and benefits as outlined in ARS§ 23-901 and specifically ARS § 23-961 (0). If applicable, please request t, Proprietor/Independent Contractor form from the Contract officer listed in the solicitation. D. ADDITIONAL INSURANCE REQUIREMENTS: Policies shall be endorsed to include the following provision, 1. A waiver of subrogation endorsement in favor of the City of Tucson, for losses arising from work performed by or on behalf of the Contractor (including Worker's Compensation). 2. The insurance afforded the contractor shall be primary insurance and that any insurance carried by the City of Tucson and its agents, officials or employees shall be excess and not contributory. 3. Coverage provided by the Contractor shall not be limited to the liability assumed under the indemnification provisions of this Contract. E. NOTICE OF COVERAGE MODiFICATIONS: Any changes material to compliance with this contract in the insurance policies above shall require 10 days written notice from the Contractor to the City of Tucson. Such notice shall be sent directly to the Department of Procurement. F. ACCEPTABILITY OF INSURERS: Contractors insurance shall have an "A.M. Best" rating of not less than A:VII. The City of Tucson in no way warrants that the required minimum insurer rating is sufficient to protect the Contractor from potential insurer insolvency. G. VERIFICATION OF COVERAGE: Contractor shall furnish the City of Tucson with certificates of insurance (ACORD form or equivalent approved by the City of Tucson) as required by this Contract. The certificates for each insurance policy are to be signed by an authorized representative. All certificates and endorsements are to be received and approved by the City of Tucson before work commences. Each insurance policy required by this Contract must be in effect at or prior to commencement of work and remain in effect for the duration of the contract and two (2) years after completion. Failure to maintain the insurance policies as required by this Contract, or to provide evidence of renewal upon the City's request, is a material breach of contract. All certificates required by this Contract shall be sent directly to the Department of Procurement. The City of Tucson projectleon tract number and project description shall be noted on the certificate of insurance. The City of Tucson reserves the right to require complete copies of all insurance policies required by this Contract at any time. H. SUBCONTRACTORS: Contractors' certificate(s) shall include all subcontractors as insureds under its policies or Contractor shall furnish to the City of Tucson separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to the minimum requirements identified above. i. EXCEPTIONS: In the event the Contractor or sub -contractors) is/are a public entity, then the Insurance Requirements shall not apply. Such public entity shall provide a Certificate of Self- insurance. 3. MAINTENANCE FACILITIES: The equipment specified in this solicitation is dependent upon the availability of prompt professional service. In order to be considered for award, each potential contractor is required to have existing maintenance facilities with sufficient parts inventory and trained technicians experienced in providing quality service on the equipment specified. Maintenance facilities are subject to inspection by the City to determine adequacy. 4. PRiCE ADJUSTMENT: The City will review fully documented requests for price adjustment after any Contract has been in effect for one (1) year. Any price adjustment will only be made at the time of Contract renewal and/or extension and will be a factor in the extension review process. The City will determine whether the requested price adjustment or an alternate option, is in the best interest of the City. Any price adjustment will be effective upon the effective date of the Contract extension. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO, 161530 PAGE 20 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 5. TERM AND RENEWAL: The term of the Contract shall commence upon award and shall remain in effect for a period of one (1) year, unless terminated, canceled or extended as otherwise provided herein. The Contractor agrees that the City of Tucson shall have the right, at its sole option, to renew the Contract for four (4) additional one-year periods or portions thereof. In the event that the City exercises such rights, all terms, conditions and provisions of the original Contract shall remain the same and apply during the renewal period with the possible exception of price and minor scope additions and/or deletions. 6. FOB DESTINATION FREIGHT PREPAID: Prices shall be FOB Destination Freight Prepaid to the delivery location designated. Contractor shall retain title and control of all goods until they are delivered and the Contract of coverage has been completed. All risk of transportation and all related charges shall be the responsibility of the Contractor. All claims for visible or concealed damage shall be filed by the Contractor. The City will assist the Contractor in arranging for inspection. CiTY OF TUCSON DEPARTMENT OF PROCUREMENT REQUEST FOR PROPOSAL NO. 161530 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PAGE 21 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH; (520) 791-4121 / FAX: (520) 791-4735 STANDARD TERMS AND CONDITIONS 1. ADVERTISING: Contractor shall not advertise or publish information concerning this Contract without prior written consent of the City's Director of Procurement. 2. AFFIRMATIVE ACTION. Contractor shall abide by the provisions of the Tucson Procurement Code Chapter 28, Article Xi 1. 3. AMERICANS WiTH DISABILITIES ACT: The Contractor shall comply with all applicable provisions of the Americans with Disabilities Act (Public Law 101.336, 42 U.S,C. 12101, et seq.) and applicable Federal regulations under the Act. 4. APPLICABLE LAW: This Contract shall be governed, and the City and Contractor shall have all remedies afforded to each, by the Tucson Procurement Code and the law of the State of Arizona. State law claims shall be brought only in Pima County Superior Court, 5. ASSIGNMENT -DELEGATION: No right or interest in this Contract shall be assigned by the Contractor without prior written permission of the City, and no delegation of any duty of the Contractor shall be made without prior written permission of the City's Director of Procurement. The City shall not unreasonably withhold approval and shall notify the Contractor of the City's position by written notice. 6. CHILD/SWEAT-FREE LABOR POLICY: The Contractor shall comply with all applicable provisions of the United States Federal and State Child Labor and Worker's Right laws and agrees if called upon to affirm in writing, that they, and any subcontractor Involved in the provision of goods to the City, are in compliance. 7. CLEAN UP: The Contractor shall at all times keep the contract area, including storage areas used by the Contractor, free from accumulation of waste material or rubbish and, prior to completion of the work, remove any rubbish from the premises and all tools, scaffolding, equipment and materials not property of the City. Upon completion of the repair, the Contractor shall leave the work and premises in clean, neat and workmanlike condition. 8. COMMENCEMENT OF WORK: The Contractor is cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives purchase order or is otherwise directed to do so, in writing, by the City. 9. CONFIDENTIALITY OF RECORDS: The Contractor shall establish and maintain procedures and controls that are acceptable to the City for the purpose of assuring that no information contained in its records or obtained from the City or from others in carrying out its functions under the Contract shall be used by or disclosed by it, its agents, officers, or employees, except as required to efficiently perform duties under the Contract. Persons requesting such information should be referred to the City. information pertaining to individual persons shall not be divulged other than to employees or officers of Contractor as needed for the performance of duties under the Contract, unless otherwise agreed to in writing by the City. 10. CONTRACT AMENDMENTS: The Procurement Department has the sole authority to: A. Amend the contract or enter into supplemental verbal or written agreements; B. Grant time extensions or contract renewals; C. Otherwise modify the scope or terms and provisions of the contract. This Contract shall only be modified with the approval of the Department of Procurement. Except in the case of a documented emergency, approval must be granted prior to performance. Any contract modification not explicitly approved by the Procurement Department through a written contract amendment or change order is performed at the sole risk of the Contractor and may not be eligible for payment by the City. 11. CONTRACT: The Contract shall be based upon the Request for Proposal Issued by the City and the Offer submitted by the Contractor in response to the Request for Proposal. The offer shall substantially conform to the terms, conditions, specifications and other requirements set forth within the text of the Request for Proposal. The City reserves the right to clarify any contractual terms with the concurrence of the Contractor; however, any substantial non -conformity in the offer, as determined by the City's Director of Procurement, shall be deemed non-responsive and the offer rejected. The Contract shall contain the entire agreement between the City of Tucson and the Contractor relating to this requirement and shall prevail over any and all previous agreements, contracts, proposals, negotiations, purchase orders, or master agreements in any form. 12. DEFAULT IN ONE INSTALLMENT TO CONSTITUTE TOTAL BREACH: Contractor shall deliver conforming materials in each installment or lot of this Contract and may not substitute nonconforming materials. Delivery of nonconforming materials, or default of any nature, may constitute breach of the Contract. Noncompliance may be deemed a cause for possible Contract termination. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 22 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 13. DUPLEXED/RECYCLED PAPER: In accordance with efficient resource procurement and utilization policies adopted by the City of Tucson, the Contractor shall ensure that, whenever practicable, all printed materials produced by the Contractor in the performance of this Contract are duplexed (two-sided copies), printed on recycled paper and labeled as such. 14. EXCLUSIVE POSSESSION: All services, information, computer program elements, reports and other deliverables created under this Contract are the sole property of the City of Tucson and shall not be used or released by the Contractor or any other person except with prior written permission by the City. 15. FEDERAL IMMIGRATION LAVAS AND REGULATIONS: Contractor warrants that it complies with all Federal Immigration laws and regulations that relate to Its employees and complies with A.R.S. § 23-214(A) and that it requires the same compliance of all subcontractors under this Contract. Contractor acknowledges that pursuant to A.R.S. § 41-4401 and effective September 30, 2008, a breach of this warranty is a material breach of this Contract subject to penalties up to and including termination of this Contract. The City retains the legal right to audit the records of the Contractor and inspect the papers of any employee who works for the Contractor to ensure compliance with this warranty and the Contractor shall assist in any such audit. The Contractor shall include the requirements of this paragraph in each contract with subcontractors under this Contract. If the Contractor or subcontractor warrants that it has complied with the employment verification provisions prescribed by sections 274(a) and 274(b) of the Federal Immigration and Nationality Act and the E -verify requirements prescribed by A.R.S. § 23-214(A), the Contractor or subcontractor shall be deemed to be in compliance with this provision. The City may request proof of such compliance at any time during the term of this Contract by the Contractor and any subcontractor. 16. FORCE MAJEURE: Except for payment of sums due, neither party shall be liable to the other nor deemed in default under this Contract if and to the extent that such party's performance of this Contract is prevented by reason of Force Majeure. The term "Force Majeure" means an occurrence that is beyond the control of the party affected and occurs without its fault or negligence. Force Majeure shall not include late performance by a subcontractor unless the delay arises out of a Force Majeure occurrence in accordance with this Force Majeure term and condition. If either party is delayed at any time in the progress of the work by Force Majeure, the delayed party shall notify the other party in writing of such delay, as soon as is practical, of the commencement thereof and shall specify the causes of such delay In such notice. Such notice shall be hand -delivered or mailed certified -return receipt and shall make a specific reference to this article, thereby invoking its provisions. The delayed party shall cause such delay to cease as soon as practicable and shall notify the other party in writing when it has done so. The time of completion shall be extended by contract modification for a period of time equal to the time that results or effects of such delay prevent the delayed party from performing in accordance with this Contract. 17. GRATUITIES: The City may, by written notice to the Contractor, terminate this Contract if it Is found that gratuities, in the form of entertainment, gifts, meals or otherwise, were offered or given by the Contractor or any agent or representative of the Contractor, to any officer or employee of the City amending, or the making of any determinations with respect to the performing of such Contract. In the event this Contract is terminated by the City pursuant to this provision, the City shall be entitled, in addition to any other rights and remedies, to recover or withhold from the Contractor the amount of the gratuity. 18. HUMAN RELATIONS: Contractor shall abide by the provisions of the Tucson City Code Chapter 28, Article XII. 19. INDEMNIFICATION: To the fullest extent permitted by law, Contractor, its successors, assigns and guarantors, shall pay, defend, indemnify and hold harmless City of Tucson, its agents, representatives, officers, directors, officials and employees from and against all allegations, demands, proceedings, suits, actions, claims, including claims of patent or copyright infringement, damages, losses, expenses, including but not limited to, attorney fees, court costs, and the cost of appellate proceedings, and all claim adjusting and handling expense, related to, arising from or out of or resulting from any actions, acts, errors, mistakes or omissions caused in whole or part by Contractor relating to work, services and/or products provided in the performance of this Contract, including but not limited to, any Subcontractor or anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable and any injury or damages claimed by any of Contractor's and Subcontractor's employees. It is agreed that Contractor will be responsible for primary loss investigation, defense and judgment costs where this indemnification is applicable. The Contractors agrees to waive all rights of subrogation against the City of Tucson, it's agents, representatives, officers, directors, officials, employees and volunteers for losses arising from the work performed by the Contractor for the City of Tucson. Contractor is responsible for compliance with the Patient Protection and Affordable Care Act (ACA), for its employees in accordance with 26 CFR §54. 4980H. Additionally, Contractor is responsible for all applicable IRS reporting CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 23 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH. (520) 7914121 1 FAX: (520) 791-4735 requirements related to ACA. If Contractor or any of Contractor's employees is certified to the City as having received a premium tax credit or cost sharing reduction which contributes to or triggers an assessed penalty against the City, or Contractor fails to meet reporting requirements pursuant to section 6056 resulting in a penalty to City, Contractor indemnifies City from and shall pay any assessed tax penalty. 20. INDEPENDENT CONTRACTOR: It is understood that each party shall act in its individual capacity and not as an agent, employee, partner, joint venturer, or associate of the other. An employee or agent of one party shall not be deemed or construed to be the employee or agent of the other party for any purpose. The Contractor shall not be entitled to compensation in the form of salaries, holidays, paid vacation, sick days, or pension contributions by the City. The City of Tucson will not provide any insurance coverage to the Contractor, including Worker's Compensation coverage. The Contractor is advised that taxes, social security payments, and other withholdings shall not be withheld from a City payment issued under this Contract and that Contractor should make arrangements to directly pay such expenses. Contractor is responsible for compliance with the Affordable Care Act for Contractor and any of Contractor's employees. 21. INSPECTION AND ACCEPTANCE: All material or service is subject to final inspection and acceptance by the City. Material or service failing to conform to the specifications of this Contract shall be held at the Contractor's risk and may be returned to the Contractor. If returned, all costs are the responsibility of the Contractor. Noncompliance may be deemed a cause for possible Contract termination. 22. INTERPRETATION -PAROLE EVIDENCE: This Contract is intended by the parties to be a final expression of their agreement and Is intended also as a complete and exclusive statement of the terms of this agreement. No course of prior dealings between the parties and no usage of the trade shall be relevant to supplement or explain any term used in the Contract. Acceptance or consent in the course of performance under this Contract shall not be relevant to determine the meaning of this Contract even though the accepting or consenting party has knowledge of the nature of the performance and the opportunity to object. 23. LICENSES: Contractor shall maintain in current status all Federal, State, and local licenses and permits required for the operation of the business conducted by the Contractor as applicable to this Contract. 24. LIENS: All materials, services, and other deliverables supplied to the City under this Contract shall be free of all liens other than the security interest. Security interest shall extinguish upon full payment made by the City. Upon the City's request, the Contractor shall provide a formal release of all liens. 25. NO REPLACEMENT OF DEFECTIVE TENDER: Every tender of materials must fully comply with all provisions of this Contract. If a tender is made which does not fully comply, this shall conform to the termination clause set forth within this document. 26. NON-EXCLUSIVE CONTRACT: Any contract resulting from this solicitation shall be awarded with the understanding and agreement that it is for the sole convenience of the City of Tucson. The City reserves the right to obtain like goods or services from another source when necessary. 27. OVERCHARGES BY ANTITRUST VIOLATIONS: The City maintains that, in actual practice, overcharges resulting from antitrust violations are borne by the purchaser. Therefore, to the extent permitted by law, the Contractor hereby assigns to the City any and all claims for such overcharges as to the materials or services used to fulfill the Contract. 28. PAYMENT: The City's preferred method of payment is via credit card. The City will issue a Purchase Order and, in some cases, either provide a credit card for payment at the time of ordering or pay subsequent invoices by credit card upon receipt of goods or services in good order. However, not all City employees will possess a credit card and, therefore, the City reserves the right to make payment by check as it deems necessary. Unless payment is made by credit card at time of order or point of sale, a separate invoice shall be issued for each shipment of material or service performed, and no payment shall be Issued prior to receipt of material or service and correct invoice. The invoice shall not be dated prior to the receipt of goods or completion of services. The City shall make every effort to process payment for the purchase of materials or services within twenty-one (21) calendar days after receipt of materials or services and a correct invoice. The Contractor's payment terms shall apply to all purchases and to all payment methods. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO, 161530 PAGE 24 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 29. PROTECTION OF GOVERNMENT PROPERTY: The Contractor shall use reasonable care to avoid damaging existing buildings, equipment, and vegetation (such as trees, shrubs, and grass) on City property. If the Contractor fails to do so and damages such property, the Contractor shall replace or repair the damage at no expense to the City, as determined and approved by the City's Director of Procurement. If the Contractor fails or refuses to make such repair or replacement, the City will determine a cost and the Contractor shall be liable for the cost thereof, which may be deducted from the Contract price. 30. PROVISIONS REQUIRED BY LAW: Each and every provision of law and any clause required by law to be In the Contract shall be read and enforced as though it were included herein, and if through mistake or otherwise any such provision is not inserted, or is not correctly inserted, then upon the application of either party the Contract shall be amended to make such insertion or correction. 31. RECORDS: internal control over all financial transactions related to this Contract shall be in accordance with sound fiscal policies. The City may, at reasonable times and places, audit the books and records of the Contractor and/or any subcontractors. Said audit shall be limited to this Contract. 32. RIGHT TO ASSURANCE: Whenever one party to this Contract has reason to question, in good faith, the other party's intent to perform, the former party may demand that the other party give a written assurance of this intent to perform. in the event that a demand is made and no written assurance is given within five (5) days, the demanding party may treat this failure as the other party's intent not to perform and as a cause for possible Contract termination. 33. RIGHT TO INSPECT: The City may, at reasonable times, and at the City's expense, inspect the place of business of a Contractor or subcontractor which Is related to the performance of any Contract as awarded or to be awarded. 34. RIGHTS AND REMEDIES: No provision in this document or in the Contractor's proposal shall be construed, expressly or by implication, as a waiver by either party of any existing or future right and/or remedy available by law in the event of any claim, default or breach of contract. The failure of either party to insist upon the strict performance of any term or condition of the Contract, to exercise or delay the exercise of any right or remedy provided In the Contract or by law, or to accept materials or services required by this Contract or by law shall not be deemed a waiver of any right of either party to insist upon the strict performance of the Contract. 35. SEVERABILITY: The provisions of this Contract are severable to the extent that any provision or application held to be invalid shall not affect any other provision or application of the Contract which may remain In effect without the valid provision or application. 36. SHIPMENT UNDER RESERVATION PROHIBITED: No tender of a bill of lading shall operate as a tender of the materials. Non-compliance shall conform to the termination clause set forth within this document. 37. SUBCONTRACTS: No subcontract shall be entered into by the Contractor with any other party to furnish any of the materiaUservice specified herein without the advance written approval of the City's Director of Procurement. All subcontracts shall comply with Federal and State laws and regulations which are applicable to the services covered by the subcontract and shall include all the terms and conditions set forth herein which shall apply with equal force to the subcontract, as If the subcontractor were the Contractor referred to herein. The Contractor is responsible for contract performance whether or not subcontractors are used. 38. SUBSEQUENT EMPLOYMENT: The City may terminate this Contract without penalty or further obligation pursuant to A.R.S. Section 38-511 if any person significantly involved in initiating, negotiating, securing, drafting, or creating the Contract, on behalf of the City, is or becomes, at any time while the Contract or any extension of the Contract is in effect, an employee of, or a contractor to, any other party to this Contract with respect to the subject matter of the Contract. Termination shall be effective when written notice from the City's Director of Procurement is received by the parties to this Contract, unless the notice specifies a later time. 39. TERMINATION OF CONTRACT: This Contract may be terminated at any time by mutual written consent, or by the City, with or without cause, upon giving thirty (30) days written notice. The City, at its convenience, by written notice, may terminate this Contract, in whole or in part. If this Contract is terminated, the City shall be liable only for payment under the payment provisions of this Contract for services rendered and accepted material received by the City before the effective date of termination. The City reserves the right to terminate the whole or any part of this Contract due to the failure of the Contractor to carry out any term or condition of the Contract. The City will issue a written ten (10) day notice of default to the Contractor for acting or failing to act as specified in any of the following: CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 25 OF 35 CONTRACT OFFICER; CAROLE QUINTANA PH: (524) 791-4121 / FAX: (520) 791-4735 In the opinion of the City, the Contractor provides personnel that do not meet the requirements of the Contract; In the opinion of the City, the Contractor fails to perform adequately the stipulations, conditions or services/specifications required in this Contract; In the opinion of the City, the Contractor attempts to impose personnel, materials, products or workmanship of an unacceptable quality; The Contractor fails to furnish the required service andlor product within the time stipulated In the Contract; In the opinion of the City, the Contractor fails to make progress in the performance of the requirements of the Contract; The Contractor gives the City a positive indication that the Contractor will not or cannot perform to the requirements of the Contract. Each payment obligation of the City created by this Contract is conditioned upon the availability of City, State and Federal funds that are appropriated or allocated for the payment of such an obligation. If funds are not allocated by the City and available for the continued purchase of the services and/or materials provided under this Contract, thls Contract may be terminated by the City at the end of the period for which funds are available. The City will endeavor to notify the Contractor In the event that continued service will or may be affected by non -appropriation. No penalty shall accrue to the City in the event this provision is exercised, and the City shall not be obligated or liable for any future payments due or for any damages as a result of termination under this paragraph. 40. TITLE AND RISK OF LOSS: The title and risk of loss of material or service shall not pass to the City until the City actually receives the material or service at the point of delivery, unless otherwise provided within this Contract. 41. WARRANTIES: Contractor warrants that all material or service delivered under this Contract shall conform to the specifications of this Contract. More receipt of shipment of the material or service specified and any inspection incidental thereto by the City shall not alter or affect the obligations of the Contractor or the rights of the City under the foregoing warranties. Additional warranty requirements may be set forth in this document. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PRICE PAGE REQUEST FOR PROPOSAL NO. 161530 PAGE 26 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-41211 FAX: (520) 791-4735 PRICE PAGE INSTRUCTIONS: Group 1 (Groups 1-A through 1-D) of the Price Page requires fixed prices for specific jobs or motors as described in the heading for each group. Prices are requested for motors or assemblies of various horsepower ratings. GROUP 1: REWIND AND REPAIR The base bid per HP for Groups 1-A through 1-D shall be based on 1800 RPM (4 pole), T -frame motors. Offerors shall state, at the end of Group 1, the percentage above or below the base bid for 1200 RPM (6 pole) motors, 3600 RPM (2 pole) motors and for U -frame motors. Item No. Horsepower Est. Annual Usame Unit Price Extended Price Group 1-A: REWIND ONLY - 2401480(2301460) VAC, 3 phase combination voltage, 9 leads Standard seven (7) working days to complete. 1. 3 2 EA $ $ 2. 5 2 EA $ $ 3. 7.5 2 EA ------ $ $�-------- 4. 10 2 EA $ $ -----__--- 5. 15 2 EA $ $ 6. 20 2 EA $ $ 7. 25 1 EA $ $ 8. 30 3 EA $ $ 9. 40 4 EA $ $ 10. 50 4 EA $ $ Total — Group 1-A: $ item Est. Annual No. Horsepower Usage Unit Price Extended Price Group 1-B: REWIND ONLY - 480(460) VAC, 3 phase, part winding, 6 leads. Standard seven (7) working days to complete. CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 27 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 11. 60 1 EA $ $ 12. 75 3 EA $ $ 13. 100 3 EA $ $ 14. 125 2 EA $ $ 15. 150 3 EA $ $ $ $ 16. 200 4 EA 17. 250 1 EA $ $ 18. 300 3 EA $ - _ $ 19. 350 3 EA $ $ 20 400 1 EA $ $ 21. 450 1 EA $ $ 22. 500 1 EA $ $ Total - Group 1- B $ Item No. Horsepower Est. Annual Usage Overhaul + Stator Rewind = Unit Price Extended Prig Group 1-C: Complete overhaul on single phase type motors, 110-220 volts, various speeds. Overhaul to consist of minimum requirements as stated in the Scope of Work. Standard seven (7) working days to complete. Note: Unit price equals overhaul plus stator rewind 1. .5 4 EA $ $ $ $ 2. .75 4 EA $ $ $ $ 3. 1 8 EA $ $ $ - $ 4. 3 4 EA $ $ $ $ - Total - Group 1-C $ CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 28 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 Item No. Horsepower Est. Annual Usage Overhaul + Stator Rewind = Unit Price Extended Price Group 1-D: Complete overhaul on three phase type motors, 240/480 (2301460) volts, various speeds. Overhaul to consist of minimum requirements as stated in the Scope of Work. Note: Unit price equals overhaul plus stator rewind. 1. 3 4 EA $ $ $ $ 2. 5 12 EA $ $ $ $ 3. 7.5 6 EA $ $ $ $ 4. 10 10 EA $ $ $ $ 5. 15 2 EA $ $ $ $ 6. 20 2 EA $ $ $ $ 7. 25 2 EA $ �-------__ $ $ $ 8. 30 _ -- 2 EA $ $ $ $ — 9. 40 3 EA $ $ $ $ 10. 50 2 EA $ $ $ - $ 11. 60 1 EA $ $ $ $ 12. 75 1 EA $ $ $ $ 13. 100 1 EA $ $ --- $ $ 14. 125 1 EA $ $ $ $ 15. 150 1 EA $ $ $ $ 16. 200 1 EA $ $ $ $ 17. 250 1 EA $ $ $ $ 18. 300 1 EA $ $ $ $ 19. 350 1 EA $ $ $ $ 20. 400 1 EA $ $ $ $ 21. 450 1 EA $ $ $ $ 22. 500 1 EA $ $ $ $ CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 REQUEST FOR PROPOSAL NO. 161530 PAGE 29 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 1 FAX: (520) 791-4735 Total — Group 1-D $ GRAND TOTAL GRQUP 1 (Sum of Groups 1A — 1 D) $ ADDITIONAL INFORMATION FOR GROUP 1: The discount offered on parts and the flat rate per hour labor charge and machine work charge offered shall be indicated in this section and will apply to any work performed other than that specifically quoted in Group 1. Discount allowed from current standard parts list: Percentage price added for Vacuum Pressure Impregnation (VPI) 1. on Group1 stator rewinds - 40 HP and under Bid Price Adjustments For Group 1 Motor Repairs Stated As Plus (+) Or Minus JJ - Percentage Adjustments To The Base Bid - 1800 Rpm T -Frame Price T -FRAME U -FRAM E 1. 1200 RPM % % 2. 1800 RPM % % 3. 3600 RPM % % Labor Charges Hourly Rate (Shop Rate) $ per hour Regular Hours between 7:00 am to 4:00 pm, Mon. — Fri. (does not include holidays) Labor Charges Hourly Rate (Shop Rate) $ per hour Overtime Hours between 4:00 pm and 7:00 am, Mon -- Fri. (does not include holidays) Labor Charges Hourly Rate (Shop Rate) $ per hour Holiday Rate — Price per hour for 7 major holidays (New Year's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas Day) FIELD RATE= PORTAL-TO-PORTAL OR PORTAL -TO -COMPLETION Labor Charges Hourly Rate (Field Rate) $ per hour Regular Hours between 7:00 am to 4:00 pm, Mon. — Fri. (does not include holidays) Labor Charges Hourly Rate (Field Rate) $ per hour Overtime Hours between 4:00 pm and 7:00 am, Mon — Fri. (does not include holidays) CITY OF TUCSON DEPARTMENT OF PROCUREMENT 255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85741 REQUEST FOR PROPOSAL NO. 161530 PAGE 30 OF 35 CONTRACT OFFICER: CAROLE QUINTANA PH: (520) 791-4121 / FAX: (520) 791-4735 Labor Charges Hourly Rate (Field Rate) $ per hour Holiday Rate — Price per hour for 7 major holidays (New Year's Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas Day) Machine/Welding Rate per hour Flat rate per hour labor charge for diagnostic analysis and reporting GROUP 2: PURCHASE OF NEW MOTORS Purchase price Quantity I each as per specifications in Scope of Work item 2.6 Exhaust Fan Motor $ Pump Motor 182T $ Pump Motor 286T $ GRAND TOTAL GROUP 2 $ per hour per hour CONTRACT AMENDMENT CITY OF TUCSON DEPARTMENT OF PROCUREMENT CONTRACT AGREEMENT NO: 161530-01 310 W. ALAMEDA, 2ND FLOOR CONTRACT AMENDMENT NUMBER: TWO (2) TUCSON, AZ 85726-7210 PAGE 1 of 1 PHONE: (520) 837-4121 Co Ca1'0le.guintana<i1L1CS011',1Zj-10V CONTRACT OFFICER: CAROLE QUINTANA ISSUE DATE: Wednesday, July 11, 2018 CONTRACT 161530-01 ELECTRIC MOTOR REWIND, REPAIR AND PURCHASES AMENDMENT NO. TWO (2) THIS CONTRACT IS AMENDED AS FOLLOWS: ITEM ONE (1): RENEWAL Pursuant to Contract No. 161530-01, Special Terms and Conditions, Term and Renewal, the City is hereby exercising its option to renew the contract for the period of January 18, 2019 through January 17, 2020. **********END OF AMENDMENT********** ALL OTHER PROVISIONS OF THE SERVICE AGREEMENT SHALL REMAIN IN THEIR ENTIRETY. CONTRACTOR: LARON CONTRACTOR HEREBY ACKNOWLEDGES RECEIPT OF AND UNDERSTANDING OF THE ABOVE AMENDMENT. -,'Signatur person authorized to sign ` date Name and Title (typed or printed legibly) Company Name Addres§j Email Address / ?0�061VX d �-- - City State Zip Contact information for Sales/Account Representative for daily business operations: N4me an Title (typed or printed legibly) one Num ber Email Address CITY OF TUCSON: THE ABOVE REFERENCED CONTRACT AMENDMENT IS HEREBY EXECUTED THIS 1 DAY OF 2018, AT TUCSON, ARIZONA. aov, Pete Saxton, CIA as Director of Procurement and not personally EXHIBIT B TO COOPERATIVE PURCHASING AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND BESTWAY ELECTRIC MOTOR SERVICE CO., INC. [Work Orders] See following pages (to be attached subsequent to execution). EIIN Bestway Electric Motor Service, Co., Inc. 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -11 July 15, 2019 Mr. Kevin Snipes Town of Fountain Hills 16705 E Avenue of the Fountains Fountain Hills, AZ 85268 Dear Mr. Snipes.- We nipes: We are pleased to provide you with the following work scope for proposed preventative maintenance services at Town of Fountain Hills Booster Station: Annual Preventative Maintenance Service • Operate system and consult with maintenance staff to discuss on-going problems and concerns with the pump station. • Inspect critical structure components for corrosion, wear and fatigue. • Change oil / lubricate pumps and motors in accordance with the manufacturer's recommendations. • Test pump motor windings including insulation resistance phase to phase, phase to ground (megaohm readings). • Test run pump motors at full load and record amperage and voltage readings. • Check and record vibration readings of motors and pumps. • Test pump performance under varying flow conditions, where possible. • Check system pressures. • Check all electrical connections for tightness, check temperature with infrared thermometer, test all electrical components for proper operation and make any adjustments as needed. • Inspect Variable Frequency Drive (VFD), if applicable. Check electrically and review fault log. • Check condition and operation of all manual isolation and check valves. • Clean and test operation of control and relief valves, including PRV's, CRL's and CRD's • Replace and adjust pump packing, clean bleed lines. • Acid wash and flush all hydraulic lines. • Inspect PRV wye strainer and clean. • Inspect check valve(s) for leakage. • Provide a written report detailing all findings and repair work performed. • Make necessary recommendations in writing for repairs and corrections of other deficiencies found in the system(s). EA�►a The Elecho.Mechonical Aulhally 146M Bestway Electric Motor Service Co., Inc.ess 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.18.50 AZ ROC #180818 CR -29, #296811 CR -11 Note: Cleaning of manifold wye strainers and filtration systems, such as Amiad, Yardney, etc. is not included in the standard annual preventative maintenance service but can be performed at an additional charge. Semi -Annual Preventative Maintenance Service: • Operate system and consult with maintenance staff to discuss on-going problems and concerns with the pump station. • Check pump and motor oil levels and replenish as needed. • Test motors including resistance phase to phase, phase to ground (megaohm readings). • Record motor voltage and amperage readings. • Check vibration of motors and pumps. • Check condition of manual and check valves. • Inspect and check operation of the control and relief valves, including PRV's, CRL's and CRD's. • Check electrical components, review fault log for Variable Frequency Drive. • Test pump performance under varying flow conditions, where possible. • Provide a written report detailing all findings and repairs performed. • Make recommendations in writing for repairs and corrections of deficiencies in the system. The cost to provide these Preventative Maintenance Services (excluding sales tax) is estimated as follows: Golf Course Annual Service Semi -Annual Main Irrigation Station $2187 $960 3" PRV Rebuild Kit if Required $241 1/2" CRL Rebuild Kit if Required $147 In addition to the Preventative Maintenance services outlined herein, Bestway Electric Motor Service provides complete booster station repairs and services including: • Booster station upgrades and retrofits of PLC's, VFD's and controls • Cabinet cooling, plumbing repairs including valve replacement, electric motor rewinding and repair • Complete machine shop services • Dynamic balancing • Vibration analysis • Laser alignment MEMIUR AO-"'AEASA90 The Elecho.Mechanical Aulhoilly l�"1�► �'"�� Bestway Electric Motor Service, f�,,, ,�'� y v ce, Co., Inc. _ 4 728 S. CAMPBELL AVE. / TUCSON, ARIZONA 85719 / PHONE 520-884-9141 FAX 520.884.1850 AZ ROC #180818 CR -29, #296811 CR -11 • Electrical troubleshooting • Pump repair, including motor and pump removal and installation • Largest ABB VFD Distributor in Arizona • Largest Baldor Motor Distributor in Arizona Our payment terms are net thirty days. This contract will be in effect for one year from the date signed and will self -renew on a yearly basis until this agreement is terminated by either party with a 30 -day written notice. If additional repairs are required at the lift station, Bestway Electric will submit any additional charges in writing prior to proceeding with the additional repairs. Please confirm your acceptance of this agreement with your signature below. Please call me if you have any questions about this proposal or simply sign and return to authorize services. Thank You, Signed: Date: Signed: Title: Ray McDannell Bestway Electric Motor Service Co., Inc. 728 S. Campbell Ave. Tucson, AZ 85719 Representing: Town of Fountain Hills Booster Station 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 Date: EASNAW&� The fleclro.Mechanicol Aulhoilly Title: