HomeMy WebLinkAboutControl Technologies Inc; 2007-07-19;THIS AGREEMENT is made and entered into as of the / 9 day of
200^, by and between tne CITY OF CARLSBAD, a municipal
corporatidW, ("City^), and Control Technologies, Inc. a Corporation, ("Contractor").
DEFINITIONS
Repair: Authorized service work to equipment and systems required to preserve and
protect any City owned or maintained Generator system as specified in this Agreement.
Installations: Generator equipment installation and adjustment required to preserve and
protect any City owned or maintained Generator systems as specified in this
Agreement.
Maintenance: Any routine, recurring, and usual services or preventative maintenance
on existing City systems necessary for the protection or preservation of any City owned
or maintained Generator systems as specified in this Agreement.
Demolition: The removal of Generator equipment required to preserve and protect any
City owned or maintained Generator systems as specified in this Agreement.
Service Report: Contractor's detailed report in City-approved computer-generated
format covering all work performed under this Agreement. Service reports shall be
separate documents, listed by facility and shall note all inspections, repairs or service
work performed, condition statements and any other pertinent information to aid the City
in determining future equipment repairs, maintenance or replacement.
RECITALS
A. City requires the professional services of a Generator Maintenance
Contractor that is experienced in providing routine, recurring and usual Generator
maintenance work necessary for the protection and preservation of City owned or
maintained Generator systems for their intended purposes.
B. Contractor has the necessary experience in providing professional
services and advice related to providing routine, recurring and usual Generator
maintenance work necessary for the protection and preservation of City owned or
maintained Generator systems for their intended purposes.
C. Selection of Contractor is expected to achieve the desired results in an
expedited fashion.
D. Contractor has submitted a proposal to City and has affirmed its
willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. SCOPE OF WORK
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
City retains Contractor to perform, and Contractor agrees to render the Generator
maintenance and repair services described in the Scope of Work contained in the City's
Request for Proposals and the Contractor's proposal, which are incorporated by this
reference in accordance with this Agreement's terms and conditions. The Contractor
will perform Generator maintenance and related services as needed and as authorized
on a time and materials basis as specified in the Contractor's proposal. Nothing in this
agreement is intended to create an exclusive arrangement between City and
Contractor. The City reserves the right to procure Generator maintenance services
from other vendors as the City deems appropriate.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional
care and skill customarily exercised by reputable members of Contractor's profession
practicing in the Metropolitan Southern California Area, and will use reasonable
diligence and best judgment while exercising its professional skill and expertise.
Contractor shall maintain a C-10 and C-11 license issued by the California Contractors
State License Board throughout the term of this Agreement.
3. TERM
The term of this Agreement will be effective for a period of one year from the date first
above written. The City Manager may amend the Agreement to extend it for four
additional one year periods or parts thereof in an amount not to exceed One Hundred
Thousand dollars ($100,000) per Agreement year. Extensions will be based upon a
satisfactory review of Contractor's performance, City needs, and appropriation of funds
by the City Council. The parties will prepare a written amendment indicating the
effective date and length of the extended Agreement. Either the City or the Contractor
may decline to confirm the renewal of the contract for any reason whatsoever, which
shall render the renewal option null and void
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5. COMPENSATION
The Contractor's Generator maintenance work will be by paid at a fixed cost rate for
scheduled maintenance and at an hourly rate plus parts as indicated in the Contractor's
proposal. The total fee payable for the Services to be performed during the initial
Agreement term will not exceed One Hundred Thousand dollars ($100,000). No other
compensation for the Services will be allowed except for items covered by subsequent
amendments to this Agreement. The City reserves the right to withhold a ten percent
(10%) retention until City has accepted the work and/or Services specified in the
Contractor's proposal.
The Contractor will perform work in accordance with all applicable Carlsbad
Municipal Code sections, California codes, Federal codes, OSHA standards and any
other regulatory requirements.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
There will be no additional charges such as travel or trip costs allowed. Payment for
service starts when the technician arrives at the City of Carlsbad owned or maintained
properties, and ends at the completion of required service work. Portal to portal
payment is not included in this Agreement.
All parts will be newly manufactured replacement parts or an equal approved by the
Public Works Superintendent, or his authorized representative. Pricing to City of
Carlsbad will be from the Contractor's actual invoice from parts suppliers plus markup
indicated in the Contractor's Proposal. Invoices must be submitted with request for
payment.
The Contractor shall submit invoices to the Public Works Superintendent, or his
authorized representative by the 5th day of the month for work performed in the
previous month under this contract. The Contractor shall provide detailed records of all
work performed and include all required reports of systems and/or equipment(s)
serviced or repaired. Failure to provide the required documents, invoices, and reports
will result in the City of Carlsbad withholding payment to the Contractor until all the
required documentation, including supplier invoices for parts, are provided to the City.
Certified payroll documents shall be submitted to the City with each billing.
If an increase in compensation for service in succeeding option periods is requested,
the Contractor must provide detailed supporting documentation to justify the requested
rate increase. The City will evaluate the requested increase, and the City reserves the
right to accept or reject the Contractor's requested compensation increase. This
Agreement's annual compensation terms may be adjusted by a mutually agreeable
amount based on and no greater than the San Diego Consumer Price Index changes
over the previous contract term. Requests for price changes must be made by the
Contractor in writing sixty (60) days before the end of the then-current agreement year
and is subject to negotiation or rejection by the City.
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent
contractor and in pursuit of Contractor's independent calling, and not as an employee of
City. Contractor will be under control of City only as to the result to be accomplished,
but will consult with City as necessary. The persons used by Contractor to provide
services under this Agreement will not be considered employees of City for any
purposes.
The payment made to Contractor pursuant to this Agreement will be the full and
complete compensation to which Contractor is entitled. City will not make any federal or
state tax withholdings on behalf of Contractor or its agents, employees or
subcontractors. City will not be required to pay any workers' compensation insurance or
unemployment contributions on behalf of Contractor or its employees or subcontractors.
Contractor agrees to indemnify City within thirty (30) days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers'
compensation payment which City may be required to make on behalf of Contractor or
City of Carlsbad 3
Bid No. 07-15 Generator Maintenance Services
any agent, employee, or subcontractor of Contractor for work done under this
Agreement. At the City's election, City may deduct the indemnification amount from any
balance owing to Contractor.
7. PREVAILING WAGES TO BE PAID
The general prevailing rate of wages for each craft or type of worker needed to execute
the contract shall be those as determined by the Director of Industrial Relations
pursuant to Sections 1770, 1773 and 1773.1 of the Labor Code. Pursuant to Section
1773.2 of the Labor Code, a current copy of the applicable wage rates is on file in the
Office of the City Engineer. The contractor to whom the contract is awarded shall not
pay less than the said specified prevailing rates of wages to all workers employed by
him or her in execution of the contract.
8. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval
of City. If Contractor subcontracts any of the Services, Contractor will be fully
responsible to City for the acts and omissions of Contractor's subcontractor and of the
persons either directly or indirectly employed by the subcontractor, as Contractor is for
the acts and omissions of persons directly employed by Contractor. Nothing contained
in this Agreement will create any contractual relationship between any subcontractor of
Contractor and City. Contractor will be responsible for payment of subcontractors.
Contractor will bind every subcontractor and every subcontractor of a subcontractor by
the terms of this Agreement applicable to Contractor's work unless specifically noted to
the contrary in the subcontract and approved in writing by City.
9. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
10. PARTS
The City reserves the right to supply needed parts and equipment to the Contractor for
Services.
11. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials,
employees and volunteers from and against all claims, damages, losses and expenses
including attorneys fees arising out of the performance of the work described herein
caused in whole or in part by any willful misconduct or negligent act or omission of the
Contractor, any subcontractor, anyone directly or indirectly employed by any of them or
anyone for whose acts any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense City
incurs or makes to or on behalf of an injured employee under the City's self-
administered workers' compensation is included as a loss, expense or cost for the
purposes of this section, and that this section will survive the expiration or early
termination of this Agreement.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
12. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property
which may arise out of or in connection with performance of the services by Contractor
or Contractor's agents, representatives, employees or subcontractors. The insurance
will be obtained from an insurance carrier admitted and authorized to do business in the
State of California. The insurance carrier is required to have a current Best's Key Rating
of not less than "A-:V".
12.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below,
unless the City Manager approves a lower amount. These minimum amounts of
coverage will not constitute any limitations or cap on Contractor's indemnification
obligations under this Agreement. City, its officers, agents and employees make no
representation that the limits of the insurance specified to be carried by Contractor
pursuant to this Agreement are adequate to protect Contractor. If Contractor believes
that any required insurance coverage is inadequate, Contractor will obtain such
additional insurance coverage, as Contractor deems adequate, at Contractor's sole
expense.
12.1.1 COMMERCIAL GENERAL LIABILITY INSURANCE
$1,000,000 combined single-limit per occurrence for bodily injury, personal injury and
property damage. If the submitted policies contain aggregate limits, general aggregate
limits will apply separately to the work under this Agreement or the general aggregate
will be twice the required per occurrence limit.
12.1.2 Automobile Liability
If the use of an automobile is involved for Contractor's work for City, $1,000,000
combined single-limit per accident for bodily injury and property damage.
12.1.3 ANY AUTO COVERAGE
Insurance must cover any vehicle used in the performance of the contract, used onsite
or offsite, whether owned, non-owned or hired, and whether scheduled or non-
scheduled. The auto insurance certificate must state the coverage is for "any auto" and
cannot be limited in any manner.
12.1.4 Workers' Compensation and Employer's Liability.
Workers' Compensation limits as required by the California Labor Code and Employer's
Liability limits of $1,000,000 per accident for bodily injury. Workers' Compensation and
Employer's Liability insurance will not be required if Contractor has no employees and
provides, to City's satisfaction, a declaration stating this.
12.1.5 Additional Provisions.
Contractor will ensure that the policies of insurance required under this Agreement
contain, or are endorsed to contain, the following provisions:
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
12.2.1 The City will be named as an additional insured on General Liability.
12.2.2 This insurance will be in force during the life of the Agreement and any
extensions of it and will not be canceled without thirty (30) days prior written notice to
City sent by certified mail pursuant to the Notice provisions of this Agreement.
12.2.3 Prior to City's execution of this Agreement, Contractor will furnish certificates of
insurance and endorsements to City.
12.3 Failure to Maintain Coverage. If Contractor fails to maintain any of these
insurance coverages, then City will have the option to declare Contractor in breach, or
may purchase replacement insurance or pay the premiums that are due on existing
policies in order to maintain the required coverages. Contractor is responsible for any
payments made by City to obtain or maintain insurance and City may collect these
payments from Contractor or deduct the amount paid from any sums due Contractor
under this Agreement.
12.4 Submission of Insurance Policies.
City reserves the right to require, at anytime, complete and certified copies of any or all
required insurance policies and endorsements.
13. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of
the Agreement, as may be amended from time-to-time.
14. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred
under this Agreement. All records will be clearly identifiable. Contractor will allow a
representative of City during normal business hours to examine, audit, and make
transcripts or copies of records and any other documents created pursuant to this
Agreement. Contractor will allow inspection of all work, data, documents, proceedings,
and activities related to the Agreement for a period of three (3) years from the date of
final payment under this Agreement.
15. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors
pursuant to this Agreement is the property of City. In the event this Agreement is
terminated, all documents related to services performed produced by Contractor or its
agents, employees and subcontractors pursuant to this Agreement will be delivered at
once to City. Contractor will have the right to make one (1) copy of the work product for
Contractor's records.
16. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City
and Contractor relinquishes all claims to the copyrights in favor of City.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
17. NOTICES
The name of the persons who are authorized to give written notices or to receive written
notice on behalf of City and on behalf of Contractor under this Agreement.
For City:
Name: Dale Schuck
Title: Public Works Supervisor
Department: Public Works. Contracts
City of Carlsbad
Address: 405 Oak Avenue.
Carlsbad. CA 92008
Phone No. (760) 434-2949
For Contractor:
Title _
Address 3uW£ C»j2rj
Phone No. ~Hrp ^<^J -
City of Carlsbad 7
Bid No. 07-15 Generator Maintenance Services
18. CONFLICT OF INTEREST
City will evaluate Contractor's duties pursuant to this Agreement to determine whether
disclosure under the Political Reform Act and City's Conflict of Interest Code is required of
Contractor or any of Contractor's employees, agents, or subcontractors. Should it be
determined that disclosure is required, Contractor or Contractor's affected employees,
agents, or subcontractors will complete and file with the City Clerk those schedules
specified by City and contained in the Statement of Economic Interests Form 700.
Contractor, for Contractor and on behalf of Contractor's agents, employees,
subcontractors and consultants warrants that by execution of this Agreement, that they
have no interest, present or contemplated, in the projects affected by this Agreement.
Contractor further warrants that neither Contractor, nor Contractor's agents, employees,
subcontractors and consultants have any ancillary real property, business interests or
income that will be affected by this Agreement or, alternatively, that Contractor will file
with the City an affidavit disclosing this interest.
19. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and
regulations which in any manner affect those employed by Contractor, or in any way
affect the performance of the Services by Contractor. Contractor will at all times observe
and comply with these laws, ordinances, and regulations and will be responsible for the
compliance of Contractor's services with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act of
1986 and will comply with those requirements, including, but not limited to, verifying the
eligibility for employment of all agents, employees, subcontractors and consultants that
the services required by this Agreement.
20. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations
prohibiting discrimination and harassment.
21. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following
procedure will be used to resolve any questions of fact or interpretation not otherwise
settled by agreement between the parties. Representatives of Contractor or City will
reduce such questions, and their respective views, to writing. A copy of such documented
dispute will be forwarded to both parties involved along with recommended methods of
resolution, which would be of benefit to both parties. The representative receiving the
letter will reply to the letter along with a recommended method of resolution within ten
(10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party,
a letter outlining the disputes will be forwarded to the City Manager and/or designee. The
City Manager and/or designee will consider the facts and solutions recommended by
each party and may then opt to direct a solution to the problem. In such cases, the action
of the City Manager and/or designee will be binding upon the parties involved, although
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
8
nothing in this procedure will prohibit the parties from seeking remedies available to them
at law.
22. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City
may terminate this Agreement for nonperformance by notifying Contractor by certified
mail of the termination. If City decides to abandon or indefinitely postpone the work or
services contemplated by this Agreement, City may terminate this Agreement upon
written notice to Contractor. Upon notification of termination, Contractor has five (5)
business days to deliver any documents owned by City and all work in progress to City
address contained in this Agreement. City will make a determination of fact based upon
the work product delivered to City and of the percentage of work that Contractor has
performed which is usable and of worth to City in having the Agreement completed.
Based upon that finding City will determine the final payment of the Agreement.
Either party upon tendering ninety (90) days written notice to the other party may
terminate this Agreement. In this event and upon request of City, Contractor will assemble
the work product and put it in order for proper filing and closing and deliver it to City.
Contractor will be paid for work performed to the termination date; however, the total will
not exceed the lump sum fee payable under this Agreement. City will make the final
determination as to the portions of tasks completed and the compensation to be made.
23. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or
person, other than a bona fide employee working for Contractor, to solicit or secure this
Agreement, and that Contractor has not paid or agreed to pay any company or person,
other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or
any other consideration contingent upon, or resulting from, the award or making of this
Agreement. For breach or violation of this warranty, City will have the right to annul this
Agreement without liability, or, in its discretion, to deduct from the Agreement price or
consideration, or otherwise recover, the full amount of the fee, commission, percentage,
brokerage fees, gift, or contingent fee.
24. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City
must be asserted as part of the Agreement process as set forth in this Agreement and not
in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if
a false claim is submitted to City, it may be considered fraud and Contractor may be
subject to criminal prosecution. Contractor acknowledges that California Government
Code sections 12650 et seq.. the False Claims Act applies to this Agreement and,
provides for civil penalties where a person knowingly submits a false claim to a public
entity. These provisions include false claims made with deliberate ignorance of the false
information or in reckless disregard of the truth or falsity of information. If City seeks to
recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation
costs, including attorney's fees. Contractor acknowledges that the filing of a false claim
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
may subject Contractor to an administrative debarment proceeding as the result of which
Contractor may be prevented to act as a Contractor on any public work or improvement
for a period of up to five (5) years. Contractor acknowledges debarment by another
jurisdiction is grounds for City to terminate this Agreement.
25. JURISDICTION AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of enforcing
a right or rights provided for by this Agreement will be tried in a court of competent
jurisdiction in the County of San Diego, State of California, and the parties waive all
provisions of law providing for a change of venue in these proceedings to any other
county.
26. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and
Contractor and their respective successors. Neither this Agreement or any part of it nor
any monies due or to become due under it may be assigned by Contractor without the
prior consent of City, which shall not be unreasonably withheld.
27. SERVICES DURING STATE OF EMERGENCY
During a state of emergency as determined by the City Council or City Manager including,
but not limited to states of emergency defined by Government Code Section 8558, the
Contractor agrees to provide the services specified in this Agreement under the terms
and conditions herein.
28. ENTIRE AGREEMENT
This Agreement, the City's Request for Proposal, the Contractor's Proposal, and the
Specifications, together with any other written document referred to or contemplated by
these documents, along with the purchase order for this Agreement and its provisions,
embody the entire Agreement and understanding between the parties relating to the
subject matter of it. In case of conflict, the terms of the Agreement supersede the
purchase order. Neither this Agreement nor any of its provisions may be amended,
modified, waived or discharged except in a writing signed by both parties.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
10
29. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of
Contractor each represent and warrant that they have the legal power, right and actual
authority to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR
*By:
CITY OF CARLSBAD, a municipal
corporation of the State of California
(sign here)
(print name/title)
**By:
City Manager or Mayor
ATTEST:
(sign here)^»u"""//>^\-SBA/5 ''/,
(print name/title)f City Cler
If required by City, proper notarial acknowledgment of execution by contractor must be altaoheiL'
If a Corporation, Agreement must be signed by one corporate officer from each of the r~' ls"
two groups.
*Group A.
Che^~*t3resideriJX>r
Ice^President
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
RONALD R. B^iLL, Citv Attorney
Deputy City Attorney
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
11
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
State of California
County of f?Q.n
ss.
On.
Dale
personally appeared _
before me,P- U.
R&xEoYcL -Jaimt£xS
Name and Title of Officer (e.g., "Jane Doe, Notary Public")
Gomm.11573346
Ssn Die§o County -
My Conns. Expires Apr. 26, 2009 *
Name(s) of Signer(s)
D personally known to me
1p* proved to me on the basis of satisfactory
evidence
to be the person(^ whose namefsf is/a^
subscribed to the within instrument and
acknowledged to me that he/sjjeTr.bey executed
the same in his/h#f7th«if authorized
capacity(iexs)^' and that by his/bef/tbefr
signature(5)iDn the instrument the person(s)T or
the entity upon behalf of which the person(sj^-
acted, executed the instrument.
WITNESS my hand and official seal.
Signature of Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent
fraudulent removal and reattachment of this form to another document.
Description of Attached Document
Title or Type of Document: R i I> A CT"? - I £T
Document Date: C=> I H Number of Pages:
Signer(s) Other Than Named Above:
Capacity(ies) Claimed by Signer
Signer's Name:
D Individual
D Corporate Officer — Title(s):
D Partner — D Limited D General
D Attorney-in-Fact
D Trustee
D Guardian or Conservator
D Other:
RIGHT THUMBPRINT
OF SIGNER
Top of thumb here
Signer Is Representing:
VENDOR'S PROPOSED COST OF SERVICE*
PAGE 1 OF 3
Please note that the numbers listed in the "Quantity and Units" category of the matrix
below are estimates only, and will not be used for any purpose other than to compare
proposals received in response to this Request for Proposal. The actual payments made
to the Vendor will be based on the Vendor's actual work performed for the City consistent
with the terms and conditions of the contract documents.
The undersigned declares he/she has carefully examined the locations of the work, read the
Request for Proposal, examined all specifications, and hereby proposes to furnish all labor,
materials, equipment, transportation, and services required to do all the work in this Generator
Maintenance Agreement in accordance with the specifications of the City of Carlsbad, and the
General Provisions and that he/she will take in full payment therefore the following unit prices for
each item complete, to wit:
Item No.
1.
2.
3.
4.
5.
Description
Cost of parts and
materials for
REPAIRS.
Cost of LABOR for
REPAIRS
(Monday - Friday, 8:00
AM - 5:00 PM)
Cost of LABOR FOR
EMERGENCY
REPAIRS. After-hours
CITY HALL
Preventative
Maintenance
SAFETY CENTER
Preventative
Maintenance
'Estimated
Quantity and Units
$3,500.00/year*
(*Estimated)
$110.00
per hour
(At Prevailing Wage)
$165.00
(At Prevailing Wage)
$350.00
Lump Sum per
Month
$500.00
Lump Sum per
Month
Unit Price
32.25%
Contractor's
markup from
supplier invoice
price.
100 Hours*
(*Estimated)
25 Hours*
(*Estimated)
X12
X12
Annual Total
$4.628.75
($3,500.00 + Mark Up)
(Extended Amount)
$11.000.00
(Extended Amount)
$4.125.00
(Extended Amount)
$4.200.00
(Extended Amount)
$6.000.00
(Extended Amount)
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
12
6.
7.
8.
9.
10.
11.
12.
13.
14.
PROPOSED COST OF
SERVICE -PAGE 2 OF 3
FARADAY CENTER
Preventative
Maintenance
DOVE LIBRARY
Preventative
Maintenance
FIRE STATION #1
Preventative
Maintenance
FIRE STATION #5
Preventive
Maintenance
FIRE STATIONS #2,
#3, #4 & #6
Preventive
Maintenance
SENIOR CENTER
Preventive
Maintenance
FLEET OPERATIONS
Preventive
Maintenance
CALAVERA
COMMUNITY CENTER
Preventive
Maintenance
STAGECOACH
COMMUNITY CENTER
Preventive
Maintenance
$541.67
Lump Sum per
Month
$458.33
Lump Sum per
Month
$83.33
Lump Sum per
Month
$133.33
Lump Sum per
Month
$50.00
Lump Sum per
Month
$150.00
Lump Sum per
Month
$150.00
Lump Sum per
Month
$150.00
Lump Sum per
Month
$150.00
Lump Sum per
Month
X12
X12
X12
X12
X12
X12
X12
X12
X12
$6.500.04
(Extended Amount)
$5.499.96
(Extended Amount)
$999.96
(Extended Amount)
$1.599.96
(Extended Amount)
$600.00
(Extended Amount)
$1.800.00
(Extended Amount)
$1.800.00
(Extended Amount)
$1.800.00
(Extended Amount)
$1.800.00
(Extended Amount)
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
13
15.
PROPOSED COST OF
SERVICE -PAGE 3 OF 3
MAINTENANCE AND
OPERATIONS
Preventive
Maintenance
$66.67
Lump Sum per
Month
X12 $800.04
(Extended Amount)
*Estimate based on historical experience is for proposal comparison purposes only. The actual payments
made to the Vendor will be based on the Vendor's actual work performed for the City consistent with the terms
and conditions of the contract documents, and may be different from the prices estimated above.
Note: This Agreement is subject to prevailing wage laws, Labor code Section 1770 et seq.
Total amount of Vendor's proposal per agreement year in words: Fifty-three Thousand One
Hundred and Fifty-three dollars and Seventy-one cents. (Items 1-15)
Total amount of Vendor's proposal per agreement year in numbers: $53.153.71(ltems 1-
15)
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
14
CITY OF CARLSBAD
BID 07-15 GENERATOR MAINTENANCE SERVICES
EXHIBIT "A"
MANNER OF PERFORMING SERVICES
PARTI
GENERAL SPECIFICATIONS
DEFINITIONS
Whenever the following terms are used in this agreement, they shall have the following
meaning:
A. "BID ITEM" - Individual items of work in the CONTRACTOR'S proposal at an
agreed price for the work.
B. "CITY"-The CITY of Carlsbad.
C. "CITY MANAGER" - The fully appointed CITY MANAGER of the CITY or his
authorized representative.
D. "CONTRACT ADMINISTRATOR" - The PUBLIC WORKS DIRECTOR'S designee
for bidding, awarding and administering the CONTRACTOR'S work under this
agreement.
E. "CONTRACTOR" - The managing individual of the contracting entity or his
authorized employees or representatives.
F. "FULLY OPERATIONAL" - In a condition to undertake the function to adequately
as a standby Generator.
G. "PERIODIC INSPECTION" - Routinely scheduled or randomly noticed inspection
or audit conducted by CITY.
H. "PREVENTATIVE MAINTENANCE" - Work specified in the preventative
maintenance schedule of this agreement that consist of work performed by the
Contractor at a fixed price cost.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
15
"PUBLIC WORKS DIRECTOR" - The official designated as the Public Works
Director of CITY, or any of his authorized representatives.
"REPAIRS" - Work required to maintain the serviceability of Generators specified
under this agreement that are outside the scope of the scheduled PREVENTATIVE
MAINTENANCE. REPAIR work must be authorized by the CONTRACT
ADMINSITRATOR prior to the CONTRACTOR performance. After hours
REPAIRS are work outside of normal business hours as indicated in the Vendor's
Proposed Cost of Services Chart and shall be compensated at the Bid Item Rate
indicated in the Vendor's Proposed Cost of Services Chart.
1.00 STANDARDS OF WORK AND CONTRACTOR RESPONISBILITY
1.01 The CONTRACTOR shall perform the work described herein in a thorough and
professional manner so that the City of Carlsbad is provided with reliable and high
quality Generator Maintenance services at all times.
1.02 The CONTRACTOR shall furnish, at CONTRACTOR'S own expense, all labor,
tools, equipment, parts and materials necessary, unless specifically excluded
herein, to perform preventative maintenance at the Bid Item price.
1.03 The CONTRACTOR shall furnish, at CONTRACTOR'S own expense, tools and
equipment necessary, unless specifically excluded herein, to perform authorized
repairs at the Bid Item price for Labor. Cost of parts shall be paid at the
CONTRACTOR'S invoice cost for parts plus the percentage of markup indicated in
this proposal.
1.04 The CONTRACTOR'S forces shall leave work areas free of all dirt, litter, lubricants,
or other materials utilized to perform maintenance services. The CONTRACTOR
shall erect barricades, warning signs and any other devices to prevent
unauthorized access by the public or unauthorized City staff to work areas.
1.05 Generator maintenance and repair shall be performed in accordance with accepted
standards for Generator maintenance and repair to the satisfaction of the
CONTRACT ADMINISTRATOR or his designee. CONTRACTOR shall
immediately respond when notified by CITY to correct unsatisfactory work at no
additional charge.
1.06 The CONTRACTOR shall maintain individual repair and maintenance logs listing
all work performed under this agreement. These repair and maintenance logs
shall be kept in a designated area on each site. Logs shall indicate the date of
service, time of service, service performed, the technician performing service and
any other information that may affect current or future operation of the Generators.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
16
The CONTRACTOR shall report these locations, by address, to CITY'S
CONTRACT ADMINISTRATOR, or designee, within 48 hours. (Deductions may
be made from the CONTRACTOR'S payments if maintenance and repair tasks are
not reported to CITY within the time allowed.)
1.07 The CONTRACTOR shall, during the term of this CONTRACT, respond to all
callbacks to the satisfaction of the CONTRACT ADMINISTRATOR, within three (3)
hours of notification. Failure to comply with this requirement will result in a
reduction in payment to the CONTRACTOR as determined appropriate by the
CONTRACT ADMINISTRATOR.
1.08 The CONTRACTOR shall prepare and submit an annual schedule for
PREVENTATIVE MAINTENANCE to the CONTRACT ADMINISTRATOR for
approval. The PREVENTATIVE MAINTENANCE schedule shall be adhered to by
CONTRACTOR unless deviation from the approve schedule is authorized by the
CONTRACT ADMINISTRATOR.
1.09 CONTRACTOR shall, during the term of this CONTRACT, respond to requests for
REPAIRS, or EMERGENCY REPAIRS as required, twenty-four (24) hours per day,
seven (7) days per week, by dispatching required technicians to the site, within
three (3) hours of contact by the CONTRACT ADMINISTRATOR.
2.00 GENERATORS TO BE MAINTAINED
2.01 The service areas, hours of operation, and frequencies of service under the
provisions of this CONTRACT are detailed in Appendix "C".
2.02 CONTRACTOR acknowledges personal inspection of the sites and the
surrounding areas and has evaluated the extent to which the physical condition
thereof will affect the services to be provided. CONTRACTOR accepts the
premises in their present physical condition, and agrees to make no demands
upon CITY for any improvements or alterations thereof.
3.00 PAYMENT AND INVOICES
3.01 The CONTRACTOR shall present monthly invoices, for all work performed during
the preceding month. Said invoice shall include all required certifications and
reports as specified hereinafter. The invoice shall be submitted on or before the
fifth (5th) day of each month in the amount of the compensation to be paid by the
CITY for all services rendered by the CONTRACTOR under the terms and
conditions of this CONTRACT. Said payment shall be made within thirty (30) days
upon receiving the invoices, providing that all work performed during the preceding
month has been inspected and accepted by the CONTRACT ADMINISTRATOR
and that applicable certifications have been submitted in accordance with the
provisions of this CONTRACT.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
17
3.02 The CONTRACTOR'S monthly invoices for PREVENTATIVE MAINTENANCE
shall be prepared and submitted in an electronic format, clearly indicating the
Purchase Order number, unit price, total work performed and correctly extended
totals for each individual BID ITEM or separate item of work. An invoice format
shall be submitted to the CONTRACT ADMINISTRATOR for approval.
CONTRACTOR shall submit a fully itemized monthly bill to the CONTRACT
ADMINISTRATOR, or designee.
3.03 Separate invoices for approved REPAIRS AND EMERGENCY REPAIRS shall be
prepared and submitted in an electronic format acceptable to the CONTRACT
ADMINISTRATOR, including attachments, such as copies of suppliers' invoices,
which the CONTRACT ADMINISTRATOR may require to verify CONTRACTOR'S
billing. Unless otherwise requested by the CONTRACT ADMINISTRATOR, one
invoice shall be submitted for each discrete and complete REPAIR or
EMERGENCY REPAIR.
3.04 In the event the CITY transfers title, maintenance responsibility, or changes service
frequency of a portion thereof, this CONTRACT shall continue in full force and
effect, except said portion, at the discretion of the CONTRACT ADMINISTRATOR,
may be deleted from the agreement and the CONTRACT sum shall be reduced
accordingly.
The CONTRACT ADMINISTRATOR may, at his discretion, add new Generators to
be maintained and/or repaired and/or require additional services. The
CONTRACTOR shall be compensated for the additional facilities or services that
are designated after the date of the commencement of this CONTRACT based on
a negotiated proposal. Proposal costs shall not exceed customary costs of similar
equipment as submitted in the REQUEST FOR BIDS or as adjusted in accordance
with subsequent amendments to the agreement.
The CONTRACT ADMINISTRATOR shall notify the CONTRACTOR of additions,
reductions or deletions of areas to be serviced in writing.
4.00 ENFORCEMENT. DEDUCTIONS AND LIQUIDATED DAMAGES
4.01 The CONTRACT ADMINISTRATOR shall be responsible for the enforcement of
this CONTRACT on behalf of CITY. In addition to deductions stipulated in other
sections of this agreement, the CONTRACT ADMINISTRATOR may enforce
deductions in accordance with Section 4.00.
4.02 The CONTRACT ADMINISTRATOR shall prepare and implement an
INSPECTION RATING SYSTEM to be used to verify monthly payments and
deductions from payments (see sample rating system as Appendix "B"). This form
and system may be modified at the discretion of the CONTRACT
ADMINISTRATOR. The CONTRACTOR agrees to be so evaluated by said
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
18
system and bound by the ratings and/or deductions from payments indicated in the
monthly INSPECTION RATING SYSTEM report. To avoid deductions from
payment, CONTRACTOR must receive a rating of 95 or higher per service area as
described in Appendix "B".
4.03 If, in the judgment of the CONTRACT ADMINISTRATOR, the CONTRACTOR is
deemed to be non-compliant with the terms and obligations of the CONTRACT, the
CONTRACT ADMINISTRATOR, may, in addition to other remedies provided
herein, withhold the entire monthly payment, deduct pro-rata from the
CONTRACTOR'S invoice for work not performed, and/or deduct liquidated
damages. Notification of the amount to be withheld or deducted from payments to
CONTRACTOR will be forwarded to the CONTRACTOR by the CONTRACT
ADMINISTRATOR in a written notice describing the reasons for said action. The
monthly INSPECTION RATING SYSTEM report shall constitute reason for any
deductions so imposed.
4.04 The action above shall not be construed as a penalty but as adjustment of
payment to CONTRACTOR to recover cost or loss due to the failure of the
CONTRACTOR to complete or comply with the provisions of this CONTRACT.
5.00 INSPECTIONS. MEETINGS. & REPORTS
5.01 CITY reserves the right to perform inspections, including inspection of
CONTRACTOR'S equipment, at any time for the purpose of verifying
CONTRACTOR'S performance of CONTRACT requirements and identifying
deficiencies.
5.02 The CONTRACTOR or his authorized representative shall meet with the
CONTRACT ADMINISTRATOR or his representative on each site at the discretion
and convenience of the CONTRACT ADMINISTRATOR, for walk-through
inspections. All routine maintenance functions shall be completed prior to this
meeting.
5.03 At the request of the CONTRACT ADMINISTRATOR, the CONTRACTOR, or his
appropriate representative, shall attend meetings and/or training sessions, as
determined by the CONTRACT ADMINISTRATOR, for purposes of orientation,
information sharing, CONTRACT revision, description of CITY policies,
procedures, standards, and the like.
5.04 CONTRACTOR shall provide to the CONTRACT ADMINISTRATOR such written
documentation and/or regular reports as the CONTRACT ADMINISTRATOR
deems necessary to verify and review CONTRACTOR'S performance under this
CONTRACT and to provide to the CONTRACT ADMINISTRATOR pertinent
information relative to the maintenance, operation, and safety of the Generators.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
19
6.00 REGULATORY AGENCY COMPLIANCE
6.01 The CONTRACTOR shall assist the CITY with administering the fulfillment of
requirements of the County of San Diego, Air Pollution Control District, Certificates
of Registration requirements.
6.02 The CONTRACTOR shall assist the CITY with administering the fulfillment of
requirements of the County of San Diego, Department of Environmental Health,
Unified Program Facility Permit requirements.
6.03 The CONTRACTOR shall advise the CITY of required inspections, maintenance
and repairs required to satisfy all regulating agencies requirements to insure
uninterrupted services of the CITY'S Generators.
6.04 The CONTRACTOR shall provide these services as PREVENTATIVE
MAINTENANCE at the BID ITEM price for each individual location and no
additional compensation will be provided.
7.00 CONTRACTOR'S DAMAGES
7.01 All damages incurred to existing facilities by the CONTRACTOR'S operation shall
be repaired or replaced, by the CONTRACTOR or by other forces, all at the
discretion of the CONTRACT ADMINISTRATOR, all at the CONTRACTOR'S
expense.
8.00 COMMUNICATIONS AND EMERGENCY RESPONSE
8.01 The CONTRACTOR shall, during the term of this CONTRACT, maintain a two
twenty-four (24) hour emergency telephone numbers, toll free to a San Diego
region area code. For hours beyond a normal 8 AM to 5 PM business day, an
answering service shall be considered an acceptable substitute. Answering
machines are not acceptable.
8.02 All requests for emergency services shall require a qualified technician to be
dispatched to the required location as soon as possible after notification; but in all
cases within three (3) hours, to the satisfaction of the CONTRACT
ADMINISTRATOR. If any emergency service request is not responded to in three
(3) hours, the CONTRACT ADMINISTRATOR shall be notified immediately of the
reason for not meeting the required response time followed by a written report to
the CONTRACT ADMINISTRATOR within two (2) working days.
8.03 Whenever immediate action is required to prevent possible injury, death, or
property damage, CITY may, after reasonable attempt to notify the
CONTRACTOR, cause such action to be taken by alternate work forces and, as
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
20
determined by the CONTRACT ADMINISTRATOR, charge the cost thereof to the
CONTRACTOR, or deduct such cost from any amount due to the CONTRACTOR.
This deduction shall include a markup for administrative costs equal to fifteen (15)
percent of the actual costs incurred.
8.04 The CONTRACTOR shall maintain a written log of all communications, the date
and the time thereof and the action taken pursuant thereto or the reason for non-
action. Said log of complaints shall be open to the inspection of the CONTRACT
ADMINISTRATOR at all reasonable times.
8.05 CONTRACTOR'S supervisor shall carry cellular telephones with local San Diego
region area code. Supervisor shall respond to any call from the CITY within thirty
(30) minutes at any time.
9.00 SAFETY
9.01 CONTRACTOR agrees to perform all work outlined in this CONTRACT in such a
manner as to meet all accepted standards for safe practices during the
performance op his duties and to safely maintain stored equipment, machines, and
materials or other hazards consequential or related to the work; and agrees
additionally to accept the sole responsibility for complying with all CITY, County,
State or Federal requirements at all times so as to protect all persons, including
CONTRACTOR'S employees, agents of the CITY, vendors, members of the public
or others from foreseeable injury, or damage to their property. CONTRACTOR
shall make annual inspections for any potential hazards at said sites and keep a
log indicating date inspected and action taken.
9.02 CONTRACTOR shall notify the CONTRACT ADMINISTRATOR immediately of any
occurrence of accident, injury, or persons requiring emergency services and, if so
requested, shall prepare a written report thereof to the CONTRACT
ADMINISTRATOR within three (3) calendar days following the occurrence.
CONTRACTOR shall cooperate fully with the CITY in the investigation of any such
occurrence.
10.00 HOURS AND DAYS OF SERVICES
10.01 The acceptable daily hours of services shall be 8:00 am to 5:00 pm, Monday
through Friday excluding City holidays, which shall be considered normal work
hours as may pertain to any other provision of the CONTRACT.
10.02 CONTRACTOR shall provide staffing to perform the required services during the
prescribed hours as specified in these contract documents. Any changes in the
days and hours of operation heretofore prescribed shall be subject to approval by
the CONTRACT ADMINISTRATOR.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
21
10.03 Per State of California Labor Code, CONTRACTOR is directed to the following
prescribed requirement with respect to the hours of employment. Eight (8) hours
of labor under this CONTRACT shall constitute a legal day's work and said
CONTRACTOR shall not require or permit any laborer, worker or mechanic, or any
subcontractor employed by him to perform any of the work described herein to
labor more than eight (8) hours during any one day or more than forty (40) hours
during any one calendar week, except as authorized by State of California Labor
Code Section 1815.
11.00 PREVENTATIVE MAINTENANCE SCHEDULES
11.01 The CONTRACTOR shall, within thirty (30) days after the award of bid of this
CONTRACT, submit work schedules to the CONTRACT ADMINISTRATOR for
review and approval. Said work schedules shall identify required operations and
delineate the time frames for performance. A Routine Operations Schedule shall
include all tasks required at the intervals required.
The CONTRACTOR shall submit revised schedules when actual performance
differs substantially from planned performance, and from time to time as requested
by the CONTRACT ADMINISTRATOR. Said revisions shall be submitted to the
CONTRACT ADMINISTRATOR for his review and approval, within five (5) working
days prior to the original or revised scheduled time for the work, whichever is
earlier.
12.00 CONTRACTOR'S STAFF AND TRAINING
12.01 The CONTRACTOR shall provide sufficient personnel to perform all work in
accordance with the specification set forth herein.
12.02 In cooperation with the Carlsbad Police Department, CONTRACTOR agrees to,
and to pay for, background checks if required by the CONTRACT
ADMINISTRATOR on all personnel providing Generator services for this contract.
In the event such background check reveals an item, which Carlsbad Police deems
a security problem, City may request that such individual be removed from the list
of personnel authorized to provide services to the CITY.
12.03 CONTRACTOR'S personnel shall possess the minimum qualifications for the
position in which each is working. All technicians dispatched under this agreement
shall be at a minimum "Journeyman" level workers in their respective fields.
12.04 CONTRACTOR shall have a "Local" representative with authority to contractually
bind CONTRACTOR in matters, which may arise during this agreement
performance period. "Local" in the context of this agreement is defined as the
southern California metropolitan area consisting of San Diego, Orange, Los
Angeles or Riverside counties. CONTRACTOR shall provide, prior to
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
22
commencement of work under this Agreement, in writing to the CONTRACT
ADMINISTRATOR, a statement indicating by name the specific authority vested in
the "Local" representative. CONTRACTOR'S "Local" representative shall be
responsible for instructing and training of CONTRACTOR'S personnel in the
proper and specified work method and procedures; directing, scheduling, and
coordinating all services and functions to completely accomplish the work as
required by this Agreement. The "local" representative shall be available for
consultation regarding problems on a daily basis at some time during regular
working hours (8:00 a.m. to 5:00 p.m., Monday through Friday).
12.06 Each crew of CONTRACTOR'S employees shall include at least one individual
who speaks the English language proficiently. For the purposes of this section a
crew is understood to be any individual worker or group of workers who might
service any site without other CONTRACTOR'S supervisory personnel present.
12.07 The CONTRACT ADMINISTRATOR may at any time give CONTRACTOR written
notice to the effect that the conduct or action of a designated employee of
CONTRACTOR is, in the reasonable belief of the CONTRACT ADMINISTRATOR,
detrimental to the interest of the public patronizing the premises. CONTRACTOR
shall meet with representatives of the CONTRACT ADMINISTRATOR to consider
the appropriate course of action with respect to such matter and CONTRACTOR
shall take reasonable measures under the circumstances to assure the
CONTRACT ADMINISTRATOR that the conduct and activities of
CONTRACTOR'S employees will not be detrimental to the interest of the public
patronizing the premises.
12.08 The CONTRACT ADMINISTRATOR may at any time order any of the
CONTRACTOR'S personnel removed from the premises when, in the reasonable
belief of the CONTRACT ADMINISTRATOR, said CONTRACTOR'S personnel is
objectionable, unruly, unsafe, or otherwise detrimental to the interest of the CITY
or the public patronizing the premises
12.09 The CONTRACTOR shall require each of his personnel to adhere to basic public
works standards of working attire including uniform shirts and/or vests clearly
marked with the CONTRACTOR'S company name and employee name badges as
approved by the CONTRACT ADMINISTRATOR. Sufficient changes shall be
provided to present a neat and clean appearance of the CONTRACTOR'S
personnel at all times. Shirts shall be worn and buttoned at all times.
CONTRACTOR'S personnel shall be equipped with proper shoes and other gear
required by State Safety Regulations.
13.00 NON-INTERFERENCE-NOISE
13.01 CONTRACTOR shall not interfere with the public use of the premises and shall
conduct its operations as to offer the least possible obstruction and inconvenience
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
23
to the public or disruption to the peace and quiet of the area within which the
services are performed.
13.02 In the event that the CONTRACTOR'S operations must be performed when
persons of the public are present, CONTRACTOR shall courteously inform said
persons of any operations that might affect them and, if appropriate, request
persons to move out of the work area.
14.00 DRUG AND ALCOHOL FREE WORKPLACE
14.01 The CITY is committed to maintaining a work environment free from the effects of
drugs and alcohol consistent with the directives of the Drug Free Workplace Act.
As a condition of this agreement, CONTRACTOR and CONTRACTOR'S
employees shall assist meeting the requirements of this policy as set forth in the
"City of Carlsbad Drug and Alcohol Use Policy" incorporated by reference herein.
CONTRACTOR agrees that CONTRACTOR and CONTRACTOR'S employees,
while performing services for the CITY, on CITY property, or while using CITY
equipment will not be in possession of, use, or be under the influence of drugs or
alcohol.
CONTRACTOR has the duty to inform all employees or agents of CONTRACTOR
that are performing service for CITY on CITY property or using CITY equipment of
the CITY'S objective of a safe, healthful and productive workplace and the
prohibition of drug or alcohol possession, use or impairment from same while
performing such service for CITY.
CITY has the right to terminate, or declare this or any other agreement
CONTRACTOR has with the CITY in DEFAULT if CONTRACTOR'S employees
are determined by the CONTRACT ADMINISTRATOR to have breached the
provisions of Section 15 herein as interpreted and enforced pursuant to the
provision of the "City of Carlsbad Drug and Alcohol Use Policy".
15.00 ASSIGNMENT OF CONTRACT
15.01 CONTRACTOR shall not assign this contract or any part thereof and or monies
due there under without the prior written consent of the CONTRACT
ADMINISTRATOR.
16.00 EXTRA WORK
16.01 The CITY may award Extra Work to the CONTRACTOR, or to other forces, at the
discretion of the CONTRACT ADMINISTRATOR. New or unforeseen work will be
classified as "Extra Work" when the CONTRACT ADMINISTRATOR determines
that it is not covered by CONTRACT unit prices. Adjustment in payment for Extra
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
24
Work shall be performed by agreement between the CONTRACT
ADMINISTRATOR and the CONTRACTOR or on a NEGOTIATED PROPOSAL
AND ACCEPTANCE basis in accordance with Section 17.00 or on a TIME AND
MATERIALS basis in accordance with Section 18.00.
16.02 If the CONTRACT ADMINISTRATOR determines that the Extra Work can be
performed by CONTRACTOR'S present work force, CONTRACT
ADMINISTRATOR may authorize modification of the CONTRACTOR'S Routine
Operations Schedule or Annual Calendar in order to compensate CONTRACTOR
for performing said work.
16.03 Prior to performing any Extra Work, the CONTRACTOR shall prepare and submit a
written proposal including a description of the work, a list of materials, and a
schedule for completion. No work shall commence without written approval of the
CONTRACTOR'S proposal by the CONTRACT ADMINISTRATOR. This proposal
is subject to acceptance or negotiation by the CONTRACT ADMINISTRATOR.
16.04 In the event that CONTRACTOR'S proposal for Extra Work is not approved, the
CONTRACT ADMINISTRATOR reserves the right to perform such work with other
forces or to compel the CONTRACTOR to perform the work on a TIME AND
MATERIALS Basis. Invoices for EXTRA WORK on a TIME AND MATERIALS
basis are subject to CONTRACTOR markup in accordance with the Vendor's
Proposed Cost of Services chart.
16.05 When a condition exists which the CONTRACT ADMINISTRATOR deems urgent,
the CONTRACT ADMINISTRATOR may verbally authorize the work to be
performed upon receiving a verbal estimate from the CONTRACTOR. However,
within twenty-four (24) hours after receiving a verbal authorization, the
CONTRACTOR shall submit a written estimate, consistent with the verbal
authorization, to the CONTRACT ADMINISTRATOR for approval.
16.06 All Extra Work shall commence on the specified date established and
CONTRACTOR shall proceed diligently to complete said work within the time
allotted.
17.00 NEGOTIATED PROPOSAL AND ACCEPTANCE
17.01 The CITY may award work to the CONTRACTOR, at the discretion of the
CONTRACT ADMINISTRATOR. New work will be awarded on a negotiated
proposal and acceptance basis as when the CONTRACT ADMINISTRATOR
determines that it is appropriate to negotiate a fixed price for work in lieu of utilizing
unit prices. Payment for Work shall be performed by negotiated agreement
between the CITY and the CONTRACTOR or on a TIME AND MATERIALS basis
in accordance with the Vendor's Proposed Cost of Services chart.
17.02 Prior to performing any work, the CONTRACTOR shall prepare and submit a
written proposal including a description of the work, a list of materials, and a
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
25
schedule for completion. No work shall commence without written approval of the
CONTRACTOR'S proposal by the CONTRACT ADMINISTRATOR. This proposal
is subject to acceptance or negotiation by the CONTRACT ADMINISTRATOR.
17.03 All work shall commence on the specified date established and CONTRACTOR
shall proceed diligently to complete said work within the time allotted.
18.00 TIME AND MATERIALS
18.01 In the event that the CONTRACT ADMINISTRATOR determines that work
requested is of an unknown duration, not easily quantified or the CONTRACTOR'S
proposal for work is not approved, the CONTRACT ADMINISTRATOR reserves
the right to perform such work with other forces or to compel the CONTRACTOR to
perform the work on a TIME AND MATERIALS basis.
18.02 The CONTRACT ADMNISTRATpR may direct CONTRACTOR to proceed by
allowing him/her to use the following rates or percentages as added costs for the
markup of all overhead and profits:
1) Labor As Stipulated in Vendor's Proposed Cost of Services chart.
2) Materials As Stipulated in Vendor's Proposed Cost of Services chart.
3) Equipment Rental 15
4) Other Items and Expenditures .... 15
Regardless of ownership, the rates and right-of-way delay factors to be used in
determining rental and delay costs shall be the edition of the, Labor Surcharge and
Equipment Rental Rates published by CALTRANS, current at the time of the actual
use of the tool or equipment. The right-of-way delay factors therein shall be used
as multipliers of the rental rates for determining the value of costs for delay to the
CONTRACTOR and subcontractor, if any. The labor surcharge rates published
therein are not a part of this contract."
18.03 All work shall commence on the specified date established and CONTRACTOR
shall proceed diligently to complete said work within the time allotted.
19.00 FUEL AND FLUIDS
19.01 The CONTRACTOR shall provide oil, coolant and all other mandatory operating
fluids required to perform PREVENTATIVE MAINTENANCE. Fluids required for
PREVANTATIVE MAINTENANCE are included in the BID ITEM price for each
location and no other compensation shall be allowed.
19.02 The CONTRACTOR shall provide oil, coolant and all other mandatory operating
fluids required to perform REPAIRS. Fluids required for REPAIRS may be billed
separately at fair market value at the time of service.
19.01 The CONTRACTOR shall provide #2 Diesel Fuel (Bio Diesel and other alternative
fuels shall not be allowed) to keep all generators fuel levels to the maximum level
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
26
allowed by manufacturers specifications. Fuel may be billed separately at the fair
market value at the time of delivery.
19.02 The CONTRACTOR shall remove and legally dispose of all fuel as indicated in the
PREVENTATIVE MAINTENANCE schedule. Removal and legal disposal of fuel is
included in the BID ITEM price for PREVENTATIVE MAINTENANCE. After fuel
removal service, the CONTRACTOR shall provide #2 Diesel Fuel (Bio Diesel and
other alternative fuels shall not be allowed) to keep all generators fuel levels to the
maximum level allowed by manufacturers specifications. Fuel (only) may be billed
separately at the fair market value at the time of delivery.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
27
"Appendix B"
CITY OF CARLSBAD
GENERATOR MAINTENANCE SERVICE
BID NO. 07-15
INSPECTION RATING FORM
SITE: SAFETY CENTER INSPECTOR: Dale A. Schuck 5/30/07
Possible Previous Rating This
Category Description Points Period Period
Required preventative maintenance tasks performed
Contractor's service logs complete and accurate
Contractor performing services on Scheduled Day
Work area is clean, neat and safe
Personnel in Proper Uniforms
Vehicles Marked as Required
Rating Totals
Deduction Percent
25
15
15
15
15
15
100
22
15
11
15
15
15
93
23
13
11
15
15
15
92
Deduction Percent
Adjusted Payment Formula
Monthly Payment
Deduction Amount
Adjusted Monthly Payment
3
0.03
$1,181.04
$35.43
$1,145.61
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
28
"Appendix C"
CITY OF CARLSBAD
GENERATOR MAINTENANCE SERVICES
BID NO. 07-15
PREVENTATIVE MAINTENANCE FREQUENCIES AND EQUIPMENT LIST
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
29
CITY OF CARLSBAD
TECHNICAL PUBLICATION
GENERATOR MAINTENANCE SERVICES
PREVENTATIVE MAINTENANCE FREQUENCIES AND
QUALITY STANDARDS
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
30
MAINTENANCE QUALITY STANDARD
THEORY
APPEARANCE
MACHINE ROOMS
GENERATOR ENCLOSURES
TRANSFER SWITCHES AND ELECTRICAL ENCLOSURES
SAFETY
TASKS FOR GENERATOR PREVENTATIVE MAINTENANCE SERVICES
ON EACH VISIT
MONTHLY
QUARTERLY
ANNUALLY
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
31
MAINTENANCE QUALITY STANDARDS
MAINTENANCE THEORY
Quality maintenance includes all the necessary tasks required to keep equipment in a
safe and dependable operation. Scheduled routine preventative maintenance on standby
power generation and transfer equipment will not only prolong the life of the equipment,
but will greatly reduce the overall outlay of financial resources by both the owner and the
Generator company. Eventually all equipment will wear out or be replaced by new
technology. However, the Generator contractor has a responsibility to maximize the life of
the equipment and safety of each facility.
APPEARANCE
MACHINE ROOMS: The machine rooms and equipment are to be painted, kept free of
dust, lint, oil residue, dusts and debris. Code authorities prohibit the storage of equipment
and parts not relative to the operation and maintenance of generators in the machine
rooms. Oil spills shall be cleaned up immediately or reported to the Facilities Supervisor.
Spare parts, lubricants and wiring diagrams will be kept orderly in storage cabinets
provided for the job by the service contractor. Metal rag pails with covers will be provided
for the storage of clean rags only. All waste materials will be removed for the area
immediately and disposed of properly. Up to date service charts, callback logs, and
Material Data Sheets will be readily accessible. All chemicals must be properly labeled.
Equipment room doors shall be locking, and these rooms shall be kept locked to prevent
unauthorized access.
GENERATOR ENCLOSURES: The outdoor generator enclosures and equipment are to
be painted, kept free of dust, lint, oil residue, dusts and debris. Code authorities prohibit
the storage of equipment and parts not relative to the operation and maintenance of
generators in the enclosures. These enclosures must be kept free of debris and
accumulation of storage of materials such as parts, lubricants, etc. Oil spills shall be
cleaned up immediately or reported to the Facilities Supervisor. All covers shall be
secured in place. Cleaning these areas will be performed in accordance with the
contractor's maintenance guide.
TRANSFER SWITCHES AND ELECTRICAL ENCLOSURES: The transfer switches and
electrical enclosures and equipment are to be painted, kept free of dust, lint, oil residue,
dusts and debris. Code authorities prohibit the storage of equipment and parts not relative
to the operation and maintenance of generators in the enclosures. These enclosures
must be kept free of debris and accumulation of storage of materials such as parts,
lubricants, etc. All covers and accessory boxes shall be secured in place and if lockable,
locked at all times. All fastenings and screws will be secured and tightened. Missing
screws shall be replaced. Operating Panels, Indicators and markings shall be maintained
as installed. Defaced components will be reported to the Facilities Supervisor.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
32
SAFETY
Safety awareness is of the utmost importance when working on standby generator
equipment, not only for the mechanic and City staff but also the casual observer who may
wander into a work area unannounced. Barricades, proper tools and safety equipment will
be proved by the service contractor to minimize risk of exposure to danger to employees
and public. Under no circumstances should work be performed in un-barricaded, open
areas. If continuous work is performed, doors and enclosures shall be closed when the
immediate area unattended.
Strict adherence to the lock out tag out procedure shall be enforced.
All safety devices and circuits shall operate as intended. They shall not be overridden and
must operate in compliance with applicable codes. Unsafe equipment or conditions will be
corrected or reported to the proper personnel immediately. Under no circumstances shall
unsafe equipment be put into operation. The service contractor shall perform periodic
checks to ensure proper operation of all safety devices.
Lighting in the work areas shall be sufficient so as not to endanger maintenance
personnel. Unique or adverse job conditions and deviation for the prevailing codes with
respect to the work spaces or work areas shall be documented and discussed with the
Facilities Supervisor. Environmental conditions must be suitable for the safe operation of
equipment by City employees.
GENERATORS / TRANSFER SWITCHES AND OTHER EQUIPMENT
Generators, transfer switches and other operational apparatus will be kept clean, properly
lubricated and adjusted as required;
Generator sets and associated equipment shall be kept clean, free of accumulated dirt,
oil, rodents, insects, birds or other deleterious contamination. All fuel lines, oil lines,
batteries, or other associated fluid bearing assemblies shall be tight and leak free. All
hoses, belts, mechanical devices shall be kept in proper condition. Components showing
signs of deterioration shall be repaired or replaced as necessary The service contractor
is to verify that critical parts are in stock locally or shall verify access to spares for
overnight delivery.
All electrical connections shall be tight, taped and tagged when not in use. Coils,
contacts, relays and resistors showing signs of deterioration shall be repaired or replaced
as necessary. Care must be exercised when handling printed circuit boards. Proper
grounding is necessary when handling some versions of solid-state boards. The service
contractor is to verify that critical circuit boards and electrical components are in stock
locally or shall verify access to spares for overnight delivery.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
33
All modes, programs and operations shall be maintained as originally intended,
engineered, and manufactured.
ROUTINE PREVENTATIVE MAINTENANCE TASKS FOR GENERATORS
INITIAL
• Check in with the Public Works Inspector. Thoroughly inspect generators and
automatic transfer switches. Note any pre-existing issues and report overall
condition and suggested corrective actions to the Public Works Inspector.
• Place copies of approved maintenance and repair checklists in each generator
machine room or enclosure.
MONTHLY
• Check in with the Public Works Inspector. Note and correct all complaints.
• Check and record all fluid levels. Adjust as necessary.
• Visually inspect all critical generator and transfer switch components for leaks,
wear, arcing, improper operation, and rodent/avian or insect infestation. Correct as
necessary.
• Check batteries for proper electrolyte level. Adjust as necessary.
• Check battery connections. Tighten connections as necessary.
• Check battery charger for proper operation. Correct as necessary.
• Visually examine belts for wear and check belt tension. Visually check sheaves
and bushings. Repair as necessary.
• Start engine and test transfer. Run generator under load for 30 minutes.
• Visually inspect all components for leaks and proper operation. Adjust or correct
as necessary.
• Check engine protection devices and alarms. Correct malfunctions as necessary.
• Check all gauges for proper operation. Correct malfunctions as necessary.
• Visually inspect water pump for leaks. Repair as necessary.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
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• Visually inspect all wiring and sensors. Correct conditions as necessary.
• Check fuel level. Refill tank to maximum level recommended by manufacturer.
• Correct any malfunctions or other deficiencies observed.
• Complete duplicate service ticket when complete with all work. A copy must be
kept on site and the duplicate submitted with the monthly payment invoice.
QUARTERLY
In addition to the monthly services:
• Thoroughly clean machine room equipment. Wipe dust from inside and top of
control panels. Sweep or mop floor.
• Thoroughly clean generator enclosures (Inside and outside). Wipe dust from inside
and top of control panels. Sweep or mop raised equipment pad.
• Check all machine guards. Adjust and tighten as necessary.
• Check bolts. Tighten as necessary.
• Check belt condition and tensioning devices. Replace belts and tighten as
necessary.
• Inspect and pressure test radiator cap and gasket. Replace as necessary.
• Inspect radiator fins and coils. Clean fins and coils with air or appropriate cleaning
methods that will not damage fins and coils.
• Inspect and tighten water pump, alternator and crankshaft pulleys.
• Inspect hoses and clamps for defects. Replace as necessary.
• Inspect & clean air filter. Replace as necessary
• Drain water from all fuel water separators.
• Clean crankcase breather. Replace as necessary.
• Check specific gravity of battery electrolyte. Adjust as necessary.
• Visually inspect fuel for contaminants or biological growth. Add biocide agent as
needed.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
35
Inspect transfer switch. Tighten all electrical connections, replace contacts and
switches as required.
ANNUALLY
Or eleven (11) Months after Contract Award:
In addition to the monthly and quarterly services:
• Replace oil and filter(s).
• Replace fuel filter(s).
• Clean fuel inlet screen(s).
• Completely flush cooling system. Add anti-freeze as needed to insure coolant
meets manufacturer's specifications. Contractor shall either legally dispose of
used coolant or may schedule disposal of used coolant with the City's Fleet
Operations Supervisor (760) 931-2192. Contractor shall schedule disposal with
Fleet Operations at least ten (10) business days prior to disposal.
• Tighten mainline connections and check fuse sizing. Replace any fuses that
appear damaged or unmarked.
• Clean and fuses and fuse holders. Ascertain that the proper fuse is installed.
Replace any fuses that appear damaged or unmarked.
• Conduct one-hour resistive load bank test.
• Remove and legally dispose of all diesel fuel from fuel tanks. Replace fuel with
uncontaminated No. 2 Diesel. (Bio Diesel or other alternative fuels shall not be
used). Add diesel fuel stabilizer and biocide.
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
36
LOCATION MAKE/SIZE FUEL/CAP APPROX.
RUNTIME
AREA SERVED
City Hall
Safety
Center
Fire Station
#5
Fire Station
#1
Calavera
C.C.
Stagecoach
C.C.
Senior
Center
Fleet Maint.
Faraday
Center
Dove Library
Fire Stations
2,3,4,6
PW Maint. &
OPS
CAT/1 OOKVW
CAT/300KW
Kohler/ 30KW
Generac/12KW
Onan/ 40KW
Onan/40KW
Onan/40KW
Onan/40KW
CAT/350 KW
CAT/230KW
Honda/5KW
Winco/7.5KW
#2 Diesel/90gal
#2 Diesel
SOOgal
#2 Diesel/60gal
#2 Diesel/65gal
#2 Diesel/70gal
#2 Diesel/70gal
#2 Diesel/70gal
#2 Diesel/70gal
#2 Diesel/gOgal
#2 Diesel/
70gal
Gasoline/4gal
Gasoline/2gal
8 -12 hours
72 hours
50-70 hours
50-70 hours
20-30 hours
20-30 hours
20-30 hours
20-30 hours
20-30 hours
20-30 hours
2-3 hours
2-3 hours
Council Chambers,
South Wing,
Parking Lot Building
Exterior, North
Wing Emergency
Lights
Dispatch,
Conference Center,
Emergency Lighting
& Power
Duty Captains
Office, Emergency
Lighting,
Communications,
Doors
Duty Captains
Office, Emergency
Lighting,
Communications,
Doors
Total Building (less
Field lighting)
Total Building (less
field lighting)
General Lighting
and Power(less
HVAC.CUSD)
Total Building
Server room, partial
AC, partial lighting
Server room, partial
lighting, partial front
counter
Duty Captain's
Office, Emergency
Lighting,
Communications,
Doors
Telemetry Room
City of Carlsbad
Bid No. 07-15 Generator Maintenance Services
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