HomeMy WebLinkAboutAgenda Report - September 3, 2008 E-05s
AGENDA ITEM 5
CITY OF LODI
COUNCIL COMMUNICATION
M
AGENDA TITLE: Approve Requestfor Proposalsfor Services to Perform Inspection,
Adjustments and Maintenance Tests of Two Power Transformers at McLane
Substation (EUD)
MEETING DATE: September 3,2008
PREPARED BY: Electric Utility Director
RECOMMENDED ACTION: Approve request for proposals for services to perform inspection,
adjustments, and maintenance tests of two power transformers and
associated load tap changers at McLane Substation.
BACKGROUND INFORMATION: There are two 31.25 MVA power transformers and associated load
tap changers (LTC's) installedwithin McLane Substation. This
equipment has been in operation since 1975. The last
comprehensive maintenance tests were conducted on these
transformers in 2003.
Given that it has been approximately five years since complete maintenance tests were performedon
these transformers and LTC's, it is appropriate to perform such work at this time. It is necessaryto
contract for this service since the work is very specialized and requires unique tools/equipment.
Staff recommendsthe approval of this request in orderto complete this task before the arrival of summer
seasonal load in 2009.
FISCAL IMPACT: Estimated maintenance and repair cost is $40,000
FUNDING: FiscalYear2 udget Account No.
Ev ns, Budget Manager
160652,7323 (Substation Maintenance).
PREPARED BY: Demy Bucaneg. Jr., P.E., Assistant Electric Utility Director
GFMIDB/Ist
Attachment
e rmeP. Morrow
Electric Utility Director
APPROVED:
lklaiAing, City Manager
CITY COUNCIL
JOANNE MOUNCE, Mayor
LARRY D. HANSEN,
Mayor Pro Tempore
BOB JOHNSON
SUSAN HITCHCOCK
PHIL KATZAKIAN
To Prospective Bidders
CITY OF LODI
ELECTRIC UTILITY DEPARTMENT
GEORGE F. MORROW, DIRECTOR
1331 S HAM LANE
LODI, CALIFORNIA 95242-3995
(209) 333-6762
FAX (209) 333-6839
August 13, 2008
BLAIR KING, City Manager
RANDI JOHL, City Clerk
D. STEPHEN SCHWABAUER,
City Attorney
Subject: Request for Proposal (RFP) to Conduct Inspection, Adjustments and Maintenance
Tests on Two Power Transformers with Load Tap Changers in McLane Substation
The City of Lodi hereby invites sealed proposals to provide professional services to conduct inspection,
adjustments, and maintenance of two power transformers with load tap changers in McLane Substation.
Each bid shall be in accordance with this notice and specifications on file and available from the
Engineering & Operations Division, City of Lodi Electric Utility Department, 1331 South Ham Lane, Lodi,
California 95242, (209) 333-6800 ext. 2418. No bid will be considered unless it is submitted on a format
according to the `ORGANIZATION OF PROPOSAL' Section of this RFP document.
Sealed proposals shall be delivered to the Budget Manager at the City Hall Annex, 300 West Pine Street,
Lodi, CA 95240 (P.O. Box 3006, Lodi, CA 95241-1910) on or before
September 24, 2008, at 11:00 a.m.
At that date and hour said sealed proposals will be publicly opened and read in the Public Works
Conference Room, City Hall, 221 West Pine Street, Lodi, California. Bidders or their authorized
representatives are invited to be present.
Please submit detailed proposal for review and evaluation. If there are any questions regarding this
request for proposal, you may contact Weldat Haile, Senior Power Engineer at (209) 333-6763, by email
at whaile(a)lodielectric.com. Arrangement for on-site inspection may be made by calling Mr. Haile at least
24 hours in advance of planned inspection.
DEMETRIO S. BUCANEG, JR. -PE
Assistant Electric Utility Director
Engineering & Operations Division
City of Lodi Electric Utility Department
INTRODUCTION
The City of Lodi Electric Utility Department (EUD) is inviting qualified firms to submit proposals to provide
inspection, adjustments and maintenance services on two power transformers with load tap changers
(LTC) in McLane Substation. The bidder acknowledges that the maintenance work shall be performed in
the vicinity of and around energized lines, bus and equipment.
SCOPE OF WORK
Successful bidder shall provide personnel, test equipment, materials and supplies to perform the
following scope of work:
Transformer Inspection and Maintenance
a. Mobilize personnel and equipment to EUD substation site
b. Verify proper switching and grounding of power equipment
c. Visual inspection of power transformer and associated equipment
i. Check for oil and nitrogen leaks
ii. Check tank pressure and operation of nitrogen systems
iii. Check condition of paint
iv. Check for broken and damaged components
1. Bushings
2. Arresters
3. Conduit and junction boxes
4. Control cabinets
5. External power transformer indicators and auxiliaries
d. Conduct LTC inspection
i. Collect oil sample for analysis
ii. Check LTC breather
iii. Visual inspection for leaks and damage
iv. Check liquid level gage for operation and proper level
v. Check operations counter and record number of operations
vi. Check proper electrical and mechanical operation of LTC
vii. Verify operation of position indicator
viii. Check control cabinet and motor operator
1. For cleanliness and moisture
2. Wiring for cracked or damaged insulation, overheating and
connection
3. Operation of panel heaters
ix. Provide LTC contact lease kit, if needed (Note: Specify if this is an extra fee,
x. Drain and store oil from LTC compartment
A. Rinse and clean switch compartment
xii. Check wear and alignment of all fixed and moving contacts
xiii. Replace any worn parts (Note: Specify cost if this is extra)
xiv. Operate LTC to verify proper mechanical timing and alignment on all taps
xv. Check and verify:
1. Transition resistors
2. barrier boards, seal and connections between main tank and
compartment
3. condition of door gasket
xvi. Close and bolt LTC compartment door
xvii. Refill oil through pump/filter (Note: Specify cost should new oil is needed)
xviii. Check for oil leaks and proper oil level
loose
LTC
2. Power Transformer Tests
a. Transformer turns ratio
b. Power factor of winding insulation
c. Winding insulation resistance
d. General functional check of controls, gages, cooling, LTC, etc.
e. Oil sample for DGA, oil quality and oil dielectric strength test
3. Clean-up and demobilize
4. Deliverables
a. Complete inspection report
b. Complete test results
c. Analysis and recommendations
d. Replacement parts and materials as needed
5. Performance and Schedule
The bidder acknowledges that the maintenance work shall be performed in the vicinity of and
around energized lines, bus and equipment. The bidder also acknowledges that EUD will be
performing normal maintenance, inspections and operations, as necessary, within the substation
facility during the transformer inspection/maintenance period to maintain power supply to the City. It
is estimated that the above scope of work will take approximately two (2) days per transformer to
complete. All inspection tasks and tests must be completed before December 15, 2008. Saturday and
Sunday shutdown for testing will be the preferred option in performing this activity. EUD reserves the
right to cancel any scheduled maintenance work when electric power capacity is needed to serve the
load.
SELECTION PROCESS
Proposals will be reviewed by the Assistant Director, Engineering & Operations Division and the Senior
Power Engineer. Complete proposals will be evaluated based on the information submitted. This will
permit a recommendation to the City Council for contract award.
REJECTION OF PROPOSALS
The City of Lodi Electric Utility Department reserves the right to reject any and all proposals and to solicit
new proposals with modified terms and conditions. It also reserves the right to waive any informality in
connection with the proposals.
GENERAL PROVISIONS
5-409 Responsibility for Damage The City of Lodi, its elected and appointed boards,
commissions, officers, agents and employees shall not accept responsibility for any loss or damages that
occur during the scope of work to the work or any part thereof; or for any material or equipment used in
performing the work; or for injury or damage to any person or persons, either work personnel or the
public; for damage to adjoining property arising from or related to Contractor's negligence or willful
misconduct during the progress of the work or any time before final acceptance.
The Contractor shall indemnify and save harmless the City of Lodi, its elected and appointed boards,
commissions, officers, agents and employees from any suits, claims or actions brought by any person or
persons for or on account of any injuries or damages sustained or arising out of Contractor's negligent
acts, errors or omissions in the performance of the work or in consequence thereof. The City of Lodi may
retain as much of the money due the Contractor as shall be considered necessary until disposition has
been made of such suits or claims for damages as aforesaid.
5-413 Insurance Requirements for Contractor The Contractor shall provide proof of insurance to
be maintained during the life of this contract as listed under General Liability and Automobile Liability
coverage listed below. These insurance policies shall protect the Contractor and any subcontractor
performing work covered by this contract from claims for damages for personal injury, including
accidental death, as well as from claims for property damages, which may arise from Contractor's
operations under this contract, whether such operations be by Contractor or by any subcontractor or by
anyone directly or indirectly employed by either of them, and the amount of such insurance shall be as
follows:
COMMERCIAL GENERAL LIABILITY
Per Occurrence
$1,000,000 Property Damage
Personal & Adv Injury
$2,000,000 General Aggregate
2. COMPREHENSIVE AUTOMOBILE LIABILITY
$1,000,000 Combined Single Limits
NOTE: Contractor agrees and stipulates that any insurance coverage provided to the City of Lodi shall
provide for a claims period following termination of coverage which is at least consistent with the claims
period or statutes of limitations found in the California Tort Claims Act (California Government Code
Section§ 810 et seq.).
A copy of the certificate of insurance with the following endorsements shall be furnished to the City of
Lodi:
(a) Additional Named Insured Endorsement with Primary Wording
Such insurance as is afforded by this policy shall also apply to the City of Lodi, its elected and
appointed Boards, Commissions, Officers, Agents and Employees as additional named insured,
insofar as work performed by the insured under written contract with the City of Lodi.
(This endorsement shall be on a form furnished to the City of Lodi and shall be included with
Contractor's policies.)
Wording: Such insurance as is afforded by the endorsement for the Additional Insureds shall apply
as primary insurance. Any other insurance maintained by the City of Lodi or its officers and
employees shall be excess only and not contributing with the insurance afforded by this
endorsement.
(c) Severability of Interest Clause
The term "insured" is used severally and not collectively, but the inclusion herein of more than one
insured shall not operate to increase the limit of the company's liability.
(d) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled nor the coverage reduced by the company without 30 days' prior
written notice of such cancellation or reduction in coverage to the City Attorney, City of Lodi, P.O.
Box 3006, Lodi, CA 95241.
(e) Contractor agrees and stipulates that any insurance coverage provided to the City of Lodi shall
provide for a claims period following termination of coverage which is at least consistent with the
claims period or statutes of limitations found in the California Tort Claims Act (California
Government Code Section 810 et seq.).
"Claims made" coverage requiring the insureds to give notice of any potential liability during a time
period shorter than that found in the Tort Claims Act shall be unacceptable.
5-414 Workers' Compensation Insurance The Contractor shall provide proof of and maintain
during the life of this contract, Worker's Compensation Insurance for all Contractor's employees
employed at the site of the project and, if any work is Subcontracted, Contractor shall require the
subcontractor similarly to provide Worker's Compensation Insurance for all of the latter's employees
unless such employees are covered by the protection afforded by the Contractor. In case any class of
employees engaged in hazardous work under this contract at the site of the project is not protected under
the Worker's Compensation Statute, the Contractor shall provide and shall cause each subcontractor to
provide insurance for the protection of said employees. This policy may not be canceled nor the
coverage reduced by the company without 30 days' prior written notice of such cancellation or reduction
in coverage to the City Attorney, City of Lodi, P.O. Box 3006, Lodi, CA 95241.
TERMS AND CONDITION$
1. ACCEPTANCE AND AMENDMENTS: Seller (the supplier whose name appears on the face of this order) agrees that this order of the City of Lodi (hereinafter referred to as'Ciy') becomes a contact, subjectto the
terms and conditions set forth below and on the face hereof, when acknowledgment has been signed and returned by Seller (if requested), or upon commencement of performance by Seller. Sellers different or additional bems
and conditions are hereby objected lo, and no additional or different terms and conditions of Seller, o: agreementor understanding to modify contact shall be binding upon the City unless specifically agreed to in writing and
signed byCity's authorized representative(s). No other action by City shall constitute acceptanceof Sellers different or additional terms and conditions.
2. COMPLIANCE WITH LAWS; In the performance of work required under this order, Seller agrees to comply with all applicable federal, state and local laws, rules, regulations and
ordinances, and shall hold City harmless from liability resulting from failure of such compliance.
3. FAIR LABOR STANDARDS ACT:Seller certifies that all supplies, materials or equipment provided under this order will be produced in compliance with all applicable requirements of
Section 6, 7, and 12 of the Fair Labor Standards Act, as amended, and all regulations and orders issued by the U. S. Department of Labor under said Act.
4. INDEMNIFICATIONMOLD HARMLESS: Seller further agrees to indemnify and hold harmless City from any and all losses, liabilities, damages, claims, demands, suits, actions, proceedings,
subrogations and expenses, including court costs and reasonable attorneys' fees, relating in any way to completion of this order, or the goods manufactured and delivered thereunder, except for goods
manufactured entirely to City's specifications, and except for actions by City over which Seller has no control, which are claimed or made by any person, firm, or corporation, including employees, workers,
servants or agents of Seller and Sellers subcontractors arising from any cause or for any reason whatsoever. Seller further agrees, upon receipt of notification, to promptly assume full responsibilityfor the
defense of any and ail such suits, actions, or proceedings which may be broughtagainst Seller or against City.
5. PATENT INDFMNfTY: Seller shall hold City, its officers, agents and employees, harmless from liability of any nature or kind, including costs, expenses and attorneys' fees, for
infringement or use of any copyrighted or uncopyrighted composition, secret process, patented or unpatented invention, article or appliance provided or used in connection with performance
under this order. Supplier may, at City's discretion, be required to furnish a bond or other indemnification to City against claims or liability for patent infringement.
6. DFL NFRV Time shall be of the essence on this order, and if delivery of supplies, materials or goods is not made in the quantities and at the time(s) specified in the quotation or bid,
City reserves the right without liability, and in addition to its other rights and remedies, to take either or both of the following actions:
(a) Direct expedited routings of goods ordered (the difference in cost between the expedited routing and the order routing costs shall be borne by the Seller);
(b) Terminate the order by notice, effective when received by the Seller, as to ordered goods not yet shipped, and to purchase substitute goods elsewhere and collect from
Seller the difference in costs between the substitute goods and goods ordered under the contract.
Neither City nor Seller shall be liable for excess costs of deliveries or defaults due to causes beyond its control and without its fault or negligence, provided, however, that when Seller has
reason to believe that deliveries will not be made as scheduled, written notice setting forth the cause of the anticipated delay will be given immediately to City. If Seller's delay or default is
caused by a delay or default of a subcontractor, such delay or default shall be excusable only if it arose out of causes beyond the control of both Seller and subcontractor and without the
fault or negligence of either of them and the goods to be furnished was not obtainable from other sources in sufficient time to permit Seller to meet the required delivery or performance
schedule. City reserves the right to refuse or reject all shipments over and above the quantity or quantities slated in the contract.
7. CHANGE ORDERS: City reserves the right at any time to make written changes within the general scope of the contract in any one or more of the following: (a) Specifications, drawings,
and data incorporated in the contract where the items to be furnished are to be specially manufactured for City; (b) Methods of shipment or packing; (c) Time of delivery; (d) Place of
delivery; (e) Method of delivery; (f) Quantities.
If any such changes cause an increase or decrease in the cost of or in the time required for the performance of the contract, an equitable adjustment shall be made in the contract price, or
delivery schedule, or both. Any claim by Seller for adjustment in this cause must be approved by City's authorized representative(s) in writing before Seller proceeds with such change.
Price increases shall not be binding upon City unless evidenced by a change order, amendment, or revision signed by City's authorized representative(s),
8. CANCELLATION:For Seller's failure to comply with any material terms or conditions hereof, or for failure to perform on all or any part of the undelivered portion of the order or contract,
City may cancel the order, in whole or in part, without further liability to the City. Such cancellation, however, shall be without prejudice to claims of either party arising prior to cancellation
and without prejudice to any claim City may have against Seller for breach inducing cancellation. Failure of City to insist on strict performance or observance by Seller of the order, these
conditions or City's rights in any one or more instances shall not constitute a waiver by City of such performance, conditions or rights either then or in the future. Either party may cancel the
order without further cost or liability to the other party in the event that any proceedings are instituted by or against the other party in bankruptcy or insolvency under any provision of the
Bankruptcy Code, as amended, or in the event of any assignment for the benefit of creditors.
9. REMEDIES Remedies of the parties of the contract include, but are not limited to, the following:
(a) If City cancels the contract in whole or in part as provided in Section 7, above, City may procure goods similar to those canceled, by such means and under such terms
as City deems necessary and appropriate, and Seller shall be liable to City for any excess costs for such similar goods. Seller shall further be responsible for
continued performance of any portion of the order not canceled according to the provisions of the contract;
(b) The rightsandremedies ofthe Cityprovided in taclause shall notbeexclusiveandareinaddition to any other rights and remedies providedby law, includingoonsequential damages;
(c) The failure of City to insist upon strict performanceof any of the terms of the contract, or to exercise any rights thereundershall not be construed as a waiver of City's rights;
(d) Seller may be excused from performance under the contract provided that Seller notifies City within five (5)days of discovery of any of the following events:
1.) Acts of God, acts of public enemy, acts of civil authority with lawful jurisdiction over Seller, acts of war, fire, flood, unusualiy severe weather, earthquake,
epidemic, quarantine restrictions, freight embargoes, or acts of City;
2.) Seller's failure to perform is caused by default of a supplier or subcontractor and if such default arises out of causes beyond the control of both the Seller
and the supplier or subcontractor and without the fault or negligence of either party;
3.) Seller has made a good -faith effort to obtain supplies or services from other sources in such time to meet City's required delivery schedules, if such
events named above cause supplier default.
10. NOTICE OF LABOR DISPUTES Whenever an actual or potential labor dispute delays or threatens to delay the timely performance of the order, Seller shall immediately notify City in writing
of all relevant information with respect to such dispute.
11. ADDITIONAL CHARGES No charges for packing, handling, drayage, or special shipping containers or protective materials will be allowed or paid by City unless specified on the face of the purchase
order, or specifrcally listed as an additional and separate charge on Sellers bid. Seller shall be liable for damage to goods caused by improper packing, boxing, or crating.
12. SHIPMENT/RISK CP LOSS: Unless otherwise stated on the face of this purchase order, all goods shall be shipped F.O.B. destination, and Seller shall bear all risk of loss or damage of
goods covered by the order, except loss or damage occasioned by negligence of City, until final acceptance by City at delivery destination specified on the face of the order. City reserves
the right to reject C.O.D. or collect shipments.
13. jjjjE: Title to all goods purchased hereon shall pass directly from Seller to City at the F.O.B. point specified in this bid and on the face of the order, subject to the right of City to reject
goods upon inspection.
14. INSPECTION! CCEPT NCE: Payment for any goods purchased under the contract shall not constitute acceptance thereof. All goods purchased thereunder are subject to inspection at
City's discretion, either before or after acceptance, at City's option. City reserves the right to reject and refuse acceptance of goods which is not in conformance with City's specifications,
instructions, and drawings, and in conformance with Seller's warranties (express or implied). Goods not accepted will be returned to Seller for full credit or replacement at City's option and
at Seller's risk and expense, including demurrage andlor transportation both ways. City shall not be liable for failure to accept any part of the goods ordered, if such failure is the result of
any cause beyond the control of the City. Without limitation, among such causes are fires, floods, acts of God, strikes, casualties, delays in transportation, or partial or total closure of City's
facilities. Acceptance of all or any part of the goods shall not be deemed to be a waiver of City's right either to cancel or to return all or any portion of the order because of Seller's failure to
conform to the contract, or by reason of defects or other breach of warranty or to make any claim for damages caused by improper boxing, crating, packing or shipping. Such rights shall be
in addition to any other remedies provided by law.
15. LIENS, CLAIMS. AND ENCUMBRANCES: Seller warrants and represents that all goods delivered under this order will be free and clear of ail liens, claims, and encumbrancesof any kind.
16. PAYMENTOISCOUNT: Payment shall be made, upon submission of acceptable Involce(s), for goods delivered and accepted as specified herein and on the order. Drafts or statements
will not be honored. It is the City's intent to pay all invoices within 30 days following receipt of invoice or date of delivery and acceptance, whichever is later. If invoice amount is in variance
with contract amount, payment will be made within thirty days of resolution of variance and receipt of corrected invoice, if applicable.
17. RETURNSAII goods purchased under this order are subject to City's inspection and approval as specified in Paragraph 14, above. Goods rejected by City for cause shall be held for
pickup, returned, or stored at Seller's sole expense. Where return is necessary due to Seller's error, City reserves the right to assess handling charges equal to Seller's standard restocking
fee. as a percentage of the value of the returned goods. Any costs incurred by City shall be promptly reimbursed to City by Seller.
18. WARRANTIES: Seller hereby warrants with respect to goods furnished under this order that: (1) Seller has good title to the goods, (2) the goods conforms to City's specifications,
instructions, and/or drawings, (3) the goods Is fit for the purpose for which it is purchased, (4) the goods is merchantable, (5) the goods has no latent defect, and (6) the goods has been
manufactured in a good workmanlike manner using the highest quality material in conformity with the best standard manufacturing practices. This warranty shall survive any inspection,
acceptance or return of any such goods and shall apply to City and its customers.
19. DISPUTESIGOVERNING LAW: In any suit or action brought to enforce any term, condition, or covenant herein, or to recover damages arising from any breach of the contract, the losing
party shall pay to the prevailing party reasonable attorneys' fees and all other costs and expenses which may be incurred by the prevailing party in any such suitor action and in any reviews
thereof and appeals therefrom. The laws of the State of California shall govern any order made pursuant to this bid and subsequent award, and the venue of any actions, disputes, or claims
brought thereunder shall be laid in or transferred to the County of San Joaquin in the State of California.
PUR-233
MAILING LIST
Geo. E. Honn Company, Inc.
853 Cotting Court, Suite A
Vacaville, CA 95688
Tel. No. (707) 455-0241
Fax No. (707) 455-0245
Attention: James Magolske
Waukesha Electric Systems, Inc.
c/o Isberg Nott Company
4725 First Street, Suite 265
Pleasanton, CA 94566
Tel. No. (925) 426-4718
Fax No. (925) 426-0323
Attention: Karie Spowart or Steve Kanty
Western Utilities Transformer Service
1010 N. Plaza Drive
Visalia, CA 93291
Tel. No. (559) 651-0141
Fax No. (559) 651-0143
Attention: Tony Borba
Transformer Services, Inc.
3075 NW Park View Lane
Portland, OR 97229
Tel. No. (503) 645-3500
Fax No. (503) 645-3588
Attention: Dan Lupuleasa