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RFP for Building Management System

This document is a request for proposal from qualified firms to design and install building management systems at two East Bay Regional Park District facilities. It provides instructions for the mandatory job walk on May 20th and submission requirements, including due date of May 31st. Firms are to submit qualifications, experience on similar projects, a project management plan, work schedule, and agreement to contract terms. The selected firm will be announced on June 3rd and interviewed on June 6th, with contract award anticipated on June 18th.
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0% found this document useful (0 votes)
368 views59 pages

RFP for Building Management System

This document is a request for proposal from qualified firms to design and install building management systems at two East Bay Regional Park District facilities. It provides instructions for the mandatory job walk on May 20th and submission requirements, including due date of May 31st. Firms are to submit qualifications, experience on similar projects, a project management plan, work schedule, and agreement to contract terms. The selected firm will be announced on June 3rd and interviewed on June 6th, with contract award anticipated on June 18th.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

REQUEST FOR PROPOSAL (RFP)

BUILDING MANAGEMENT SYSTEM DESIGN


AND INSTALLATION
Administration Building
2950 Peralta Oaks Court
Oakland, CA 94605

Project Locations:

Richard C. Trudeau Training Center


11500 Skyline Boulevard
Oakland, CA 94619

Mandatory Job Walk - May 20, 2013 10:00 AM

Starting Location: EBRPD Administration Building, Board Room


2950 Peralta Oaks Court
Oakland, CA 94605

RFP DUE
Date: Friday, May 31, 2013
Time: 2:00 pm
ONLY Email Submittals Accepted
Send the submittal to: smyli@[Link]

Steve Myli, Facilities Manager


East Bay Regional Park District
2950 Peralta Oaks Court
Oakland, CA 94605
Phone: (510) 544-2102
Email: smyli@[Link]

TABLE OF CONTENTS
Page
Instructions ............................................................................................................................................ 3
Request for Proposal Submittal Form .............................................................................................. 7
Tentative Firm Selection Schedule .................................................................................................. 9
Technical Specifications ....................................................................................................................... 11
Attachment A (Level 3 Agreement) ................................................................................................. 31
Attachment B (General Conditions) ................................................................................................ 35
Attachment C (Performance Bond) ................................................................................................. 55
Attachment D (Labor and Materials Payment Bond) ................................................................... 57

Page 1

INTENTIONALLY LEFT BLANK

Page 2

INSTRUCTIONS
The East Bay Regional Park District (District) is seeking proposals from qualified firms for;
1. Design and installation of a Building Management System for East Bay Regional Park
District at the following two facilities:
a. (EBRPD Headquarters), Administration Building, 2950 Peralta Oaks Court,
Oakland, CA 94601
b. Richard C. Trudeau Training Center, 11500 Skyline Boulevard, Oakland, CA
2. EAST BAY REGIONAL PARK DISTRICT INFORMATION
The District spans Alameda and Contra Costa counties east of San Francisco
with 112,000+ acres in 65 parks including over 1,200 miles of trails for hiking,
biking, horseback riding and nature study. The Park District offers lakes,
shorelines, campgrounds, visitor centers, interpretive and recreation programs,
swim facilities, picnic areas, indoor/outdoor rental facilities, golf courses and
much more. See the Districts website for additional details:
[Link]
3. SUBMITTALS
a. Include the following information;
i. All RFP submittals will be provided in Adobe Acrobat PDF format via
email only.
ii. Complete shop drawings of entire control system will be provided in
PDF and DWG file format.
iii. List of damper actuators, torque rating and characteristics.
iv. Control diagrams indicating panels, LCD display panels, control
components, field devices and interlocking wiring details.
v. Provide a written sequence of operation for each system and or
system component.
vi. Equipment data sheets for all major PLCs, field devices, including but
not limited to;
1. Damper Actuators
2. Local area networks (system architecture)
3. Stand-alone DDC controllers
4. Application Specific Controllers
5. Wireless temperature sensors
6. Wireless transceivers
7. Electronic sensors
vii. Submittals will be approved by the Districts Representative prior to
the purchase of any materials or the commencement of any work.
viii. Allow 14 calendar days for approval and or comments from the
Districts Representative.
ix. The Districts Representative will provide for 2 reviews and
comments of the submittals. Any additional reviews and or comments
will be charged to the Controls Contractor at the current hourly rate
of the Districts Representative.

Page 3

INSTRUCTIONS
b. The submittal shall contain the items listed below:
i. Project Team and Qualifications - Provide a succinct description of
the firms capabilities, size and range of services including
subcontractors. Staffing assignments should be specific enough to
demonstrate understanding of the skills required and commitment of
proper resources. If awarded contract, no staffing substitutions shall
be made without the Districts Representative approval.
ii. Relevant Experience - Describe the firms experience with similar
projects, and issues, particularly government agencies located in
California. Provide not less than two (2) not more than five (4)
examples of completed installation and deployment of Building
Management Systems, (which the firm has undertaken). Include client
references with the following:
1. Client name and contact information (address, primary office
phone number, email address)
2. Project description and location
3. Total value of the services provided
4. Key personnel involved
5. Subcontractors
iii. Project Management - The proposal should briefly address project
management including direct participants, coordination with the
District Representative, progress reporting, quality assurance, quality
control, cost and schedule control, meetings, etc.
iv. Work Schedule - In accordance with the overall project
implementation schedule, the proposal should reflect a scope of work
and preliminary schedule that completes all deliverables.
v. Signature - Proposals must bear the signature of a principal in the
firm.
vi. Agreement Documents The proposal shall include a statement of
the prospective firm willingness to accept the terms and conditions of
the Park Districts standard Level 3 Agreement (Attachment A),
General Conditions (Attachment B), Performance Bond (Attachment
C), and the Labor and Materials Payment Bond (Attachment D).
Prospective firms shall review the Level 3 Agreement (The
prospective firm attention is directed to Article 5. INSURANCE and
Article 6. INDEMNIFICATION).

Page 4

INSTRUCTIONS
Please submit the proposal by email to smyli@[Link] . Proposals must be received by the
District by no later than 2:00 PM on May 31, 2013. Late proposals will not be considered.
Please deliver proposals to the following address:
Steve Myli
Facilities Manager
East Bay Regional Park District
2950 Peralta Oaks Court
Oakland, CA 94605
Phone: (510) 544-2102
Email: smyli@[Link]

Page 5

INSTRUCTIONS

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Page 6

REQUEST FOR PROPOSAL SUBMITTAL FORM


To the BOARD OF DIRECTORS OF EAST BAY REGIONAL PARK DISTRICT
The undersigned have visited the site, made inspections and investigated the location and
conditions of the Administration Building and the Richard C. Trudeau Training Center to our
satisfaction. We have read and understood the Request for Proposal, including the attached
documents in accordance with this proposal and propose to enter into the Agreement to
provide a Building Management System at both locations. We also agree that any clerical,
mathematic, or other errors made by us in preparing this Proposal shall not relieve us of our
obligation to enter into the Level 3 Agreement as proposed for the following total amount of:
$ _________________________________________
AFFIDAVIT OF CONTRACTOR: Each of the undersigned hereby represents warrants and certifies to the East
Bay Regional Park District that:
The proposal is genuine and not a sham or collusive or made in the interest or on behalf of any person not named,
and neither the Contractor nor the undersigned have directly or indirectly induced or solicited any other person,
firm, or corporation to refrain from submitting a proposal or to submit a sham proposal, and that the Contractor
has not in any manner sought by collusion to secure for himself an advantage over any other Contractor.
There are no material misstatements or withholding of facts in this proposal or in any of the attachments supplied
with the proposal. The Contractor acknowledges that any such misstatement or withholding shall constitute good
cause for cancellation at any time by District of the Level 3 Agreement.

The undersigned hereby respectfully submits this proposal as of ____ / ____/ 2013
___________________________________________________________
Signature

___________________________________________________________
Print name

___________________________________________________________
Firms name

________________________________
Address

________________________________
State

________________________________
Email

________________________________
Contractors License Number

_________________________
City

_________________________
ZIP

_________________________
Phone

_________________________
Expiration Date

Page 7

REQUEST FOR PROPOSAL SUBMITTAL FORM

INTENTIONALLY LEFT BLANK

Page 8

SCHEDULE
TENTATIVE FIRM SELECTION SCHEDULE
Request for Proposal Available (Out to Bid)

May 14, 2013

Job Walk, (Mandatory)

May 20, 2013

Request for Information (RFI) Timeframe

May 14, 2013 to May 23, 2013

Response to RFIs emailed to all requesting firms


Proposal due

May 24, 2013


2:00 PM, May 31, 2013

Park District to Announce Short List

June 3, 2013

Park District will Interview all Short List Consultants

June 6, 2013

Tentative Award of Level 3 Agreement by EBRPD Board

Page 9

June 18, 2013

SCHEDULE

INTENTIONALLY LEFT BLANK

Page 10

TECHNICAL SPECIFICATIONS
PART 1 GENERAL
1.1. RESPONSIBILITY
A. The final responsibility for providing all the necessary control components and for the
proper operation of the control systems as described, except where directly excluded
or listed as work not included, shall be by the Controls Contractor. Nothing in this
specification is intended to override this responsibility.
B. The Controls Contractor shall have the responsibility as the expert in the proper
application of his control components and DDC systems. The final design, installation,
and operation of the control system are the responsibility of the Controls Contractor.
The Controls Contractor shall make additions and/or modifications to the design as
required at no additional cost. The Controls Contractor shall work with the
Engineer/Owners representative and obtain approval for any necessary revisions.
C. The Controls Contractor is responsible for including the proper settings of each control
loop (set point, throttling range, integral, and derivative values) as necessary to achieve
system stability and control accuracy. The database shall have the provisions for
changing any or all of these settings by the operator at any time, as required.
1.2. SCOPE OF WORK
A. Provide for new electric/electronic zone actuators at each of two air handlers and
wireless temperature sensors located in the corresponding zones.
B. Remove the existing pneumatic actuators, thermostats, and tubing (fr and copper) from
site.
C. Provide all new I/O devices on the existing Building Automation System Network to
support the additional zone damper actuators and wireless temperature sensors.
D. Provide a new desk top computer, with Microsoft Windows 7 Operating System,
Windows Office, a 25 flat screen monitor, wireless keyboard and mouse, provide
Building Automation software compatible with Windows 7 64 bit, and internet
accessible.
E. Provide engineering design, installation labor, programming, materials and commissioning
reports for a complete installation and properly operating control system as indicated
on the drawings and as described herein.
F. Provide a complete Building Management System (BMS) for all HVAC Controls and
Energy Management functions as indicated and as specified.
G. Create all necessary databases for the system to operate as intended.
H. Provide complete graphic screens for each system. The screens shall fully display the
control system operation and indicate in real time all analog inputs, analog outputs,
digital inputs and digital outputs.
I. Graphics shall provide the operator access to change time schedules, adjust set points,
adjust time delays; log and trend data, and monitor analog values.
J. Each control panel shall stand-alone from any other panel on the system network. All
input shall be independent of any other control panel. All control loops shall be

Page 11

TECHNICAL SPECIFICATIONS

K.
L.
M.
N.
O.
P.
Q.

R.
S.

T.
U.
V.

contained in a single control panel so that if one panel fails, the control loops in other
panels are not affected.
Furnish and install all field related devices such as temperature sensors, current
switches, relays, wireless temperature sensors, wireless transceivers to accommodate
the approved sequence of operation.
Provide all tubing, wiring, cabling, and conduit and complete all terminations to control
panels as described on the drawings, schematics and sequence of operation.
Provide complete start-up and field calibration of the control system. It is the
responsibility of the Controls Contractor to set all control points and values to assure a
properly functioning control system.
Provide complete on-site owner instructions in the proper operation of the control
system and all devices.
Provide access to complete and accurate as-built control drawings. Provide as-built
drawings, O&M manuals on CD and provide the same information on a website
accessible to the system operators in a downloadable format.
Provide complete engineering/detailed control drawings showing all devices, terminal
numbers, schedules, legends, labels, etc. as required to properly displaying the system to
be installed and to allow easy troubleshooting in the future.
During start-up, the Controls Contractor shall tune the loops as required to obtain
stable operation, hold the required conditions, and maintain as tight control as possible.
The Controls Contractor shall submit, as part of his Operation and Maintenance
Manuals, a measurement and verification spreadsheet indicating that all input and output
devices were checked for proper sequence and operation and that all control loops
were verified for proper control and that the control system complies with the
approved sequence of operation.
The Controls Contractor shall provide a complete set of commissioning documentation
for all new field devices and sequence of operations upon completion of installation.
Owners representative will approve final payment when all punch list items have been
corrected and Controls Contractor has provided proof of a complete and functioning
system. The Engineer/Owners representative has allowed for 2 on-site inspections for
punch list corrections; any additional on-site visits will be charged at the hourly rate of
the Engineer/Owners representative.
Warranty the system for a period of two years from the date of acceptance. Respond to
all service calls within 24 hours during the warranty period.
It will be the responsibility of the Controls Contractor to determine the need for the
location and quantity of wireless repeaters for a complete and operational system.
The new control system will interface seamlessly with the existing CSI control system.
NO GATEWAYS OR BRIDGES WILL BE ALLOWED.

1.3. RELATED WORK


A. The following items are to be provided and installed by the Controls Contractor.
a. Wireless temperature sensors.
b. Wireless transceivers that interface directly to the existing TAC/CSI Building
Automation System.
Page 12

TECHNICAL SPECIFICATIONS
c. Power wiring for any new or relocated control panel.
d. All new conduit for the new Building Automation field devices and network as
defined in section 3.01.B.
B. The controls for the air handling unit are to be provided and installed by the Controls
Contractor. The Controls Contractor is fully responsible to insure that the controls for
the air handling units are complete and functioning properly to comply with the
sequence of operation shown on the project drawings.
1.4. GENERAL CRITERIA
A. The final design, installation, and operation of the systems in accordance with the sequence
of operation are the responsibility of the Controls Contractor and he shall make additions
and/or modifications to the design as required to produce the required function at no
additional cost.
B. The final responsibility for providing all the necessary control components and for the
proper operation of the control systems, as described herein, shall be by the Controls
Contractor. Nothing in this specification is intended to override this responsibility.
C. The Engineer/Owners representative has not prepared drawings for this control retrofit.
The Controls Contractor shall have the responsibility as the expert in the proper
application of his control components to input, review, and correct the design such that the
control system shall function as intended.
D. Should the Controls Contractor disagree with the Engineer/Owners representative in
regards to the design and is not able to convince the Engineer/Owners representative of
the validity of a suggested modification, it shall be the Control Contractors responsibility to
provide a written notification of disagreement including a description of the problem and
the reason for their disagreement. If no such notification is given, it will be assumed that the
Controls Contractor is in full agreement with the design.
E. The Controls Contractor shall be fully responsible for creating all final shop drawings as
required and necessary to build the panels, install field devices and wiring to assure a fully
complete and operational system.
F. The control devices shall be checked, sized, and supplied to handle the function intended.
1.5. QUALITY ASSURANCE
A. Installer Qualifications: A qualified Controls Contractor who is an authorized
representative of the automatic control system manufacturer for both installation and
maintenance of equipment required for this project.
a. Acceptable qualified control contractors
1. ACS Controls Corporation
B. Electrical components, devices and accessories: Listed and labeled as defined in NFPA
70, Article 100, by a testing agency acceptable to authorities having jurisdiction, and
marked for intended use.
C. Comply with NFPA 70 and UL 916 Installation of Air Conditioning and Ventilation
Systems.
Page 13

TECHNICAL SPECIFICATIONS
1.6. COORDINATION
A. Coordinate location of thermostats, humidistats, CO2 sensors, and other exposed field
devices with plans and room details prior to installation.
B. Coordinate equipment with Division 16 Section Motor-Control Centers to achieve
compatibility with motor starters, VFDs and annunciation devices.
PART 2 PRODUCTS
2.01 SUPPLIER QUALIFICATIONS
A. The Facility Management System (FMS) manufacturer shall have a local manufacturers
representative with factory trained engineers and system representatives fully capable of
providing instruction, routine maintenance, and emergency maintenance service on all
system components. The FMS manufacturer representative shall have a minimum of 10
years experience in the design and installation of FMSs similar in scope and size to that
specified herein and shall be prepared to provide evidence of this history.
B. ACCEPTABLE MANUFACTURERS
a. Schneider Electric (formerly CSI - Control Systems International)
2.02 GENERAL PRODUCT DESCRIPTION
A. The Facility Management System shall be capable of integrating the existing Schneider
Electric CSI system seamlessly into the new control system including equipment
supervision, control and monitoring of the system interface with the FMS.
2.03 WEB BASED ACCESS AND REMOTE ALARMING
A. Provide all required software and hardware infrastructure to allow the end-user to
connect to the DDC control system via the internet that will allow full monitoring and
control.
a. DDC System shall have the capability of providing alerts to at least 5 emails.
b. The software shall allow for a minimum of 3 concurrent users using the internet
for remote access.
c. The graphics for the remote access shall be the same as the graphics used for
local access.
d. Graphics shall provide the operator access to change time schedules, adjust set
points, adjust time delays and log and trend data.
e. Customer to provide a static IP address for remote access.

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TECHNICAL SPECIFICATIONS
2.04 NETWORING/COMMUNICATIONS
1. NETWORK MANAGEMENT
a. The new Building Automation I/O devices will be compatible with the existing
proprietary, token-passing protocol operating in a tiered LAN architecture. The existing
proprietary bridge to provides various functions in the proprietary architecture,
including communications between the RS232 output of the operator stations and the
RS485 format of the primary LAN.
b. The configurations for the new controllers will allow for communication on the primary
LAN and will be expandable for much larger configurations. The new controller will
allow for the existing operator station to connect directly to a single controller LAN,
directly to a host LAN, or to a multidrop or polling bridge for communications between
a single operator station and multiple remote controller LANs. The configuration of the
host LAN will allow for an environment that allows one or more operator stations to
operate in a direct connect mode, a web server or phone modem, or both, while
communicating with over 1,000 different networks. Each host LAN will support up to
eight operator stations.
c. Network management shall include the following services: browse all network variables
on nodes; Attach, Detach, Manage, Add, Remove, and Replace nodes; plus transmission
error off-line, on-line reporting.
d. The network management database shall be created for Windows, providing a database
to remain resident in the operator workstation server, ensuring that anyone with
proper user name/password authorization has access to the network management
database at all times.
e. The database shall be used to manage all network communications.
f. Workstation/DDC Panel Support: Direct peer to peer communications between
controllers, directly between workstations and between controllers and workstations.
g. Dynamic Data Access: Ability to access point status and application report data, or
execute control functions for any and other devices via the local area network from any
operator device. Access to data shall be based upon logical identification of building
management.
h. Access to system data shall not be restricted by the hardware configuration of the
facility management system. The hardware configuration of the FMS network shall be
totally transparent to the user when accessing data or developing control programs.
i. Detection and accommodation of single or multiple failures of either workstations,
DDC panels or the network media. The network shall include provisions for
automatically reconfiguring itself to allow all operational equipment to perform their
designated functions as effectively as possible in the event of single or multiple failures.
j. Message and alarm buffering to prevent information from being lost.
k. Error detection, correction, and retransmission to guarantee data integrity.
l. Default device definition to prevent loss of alarms or data, and ensure alarms are
reported as quickly as possible in the event an operator device does not respond.
m. Provide synchronization of the real time clocks in the DDC panel.

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TECHNICAL SPECIFICATIONS
2.06 STAND ALONE DDC PANELS
A. General: Microprocessor based, multi-tasking, multi-user, real-time digital control
processors, consisting of modular hardware with plug-in enclosed processors,
communication controllers, power supplies, and input/output modules. Provide sufficient
number of controllers to fully meet input/output requirements of the project.
B. Memory: Sufficient memory in each DDC to support its own operating system and
databases including:
a. Control processes
b. Energy Management Applications
c. Alarm Management
d. Historical/Trend Data for all points
e. Maintenance Support Applications
f. Custom Processes
g. Operator I/O
h. Internet Communications
i. Manual Override Monitoring
C. Point types: Each DDC panel shall support the following types of inputs and outputs:
1. Digital Inputs for status/alarm contacts.
2. Digital Outputs for on/off equipment control.
3. Analog Inputs for temperature, pressure, humidity, flow and position
measurements.
4. Analog Outputs for valve and damper position control, and capacity control
of primary equipment.
5. Pulse input for pulsed contact monitoring.
D. Expandability: The system shall be modular in nature, and shall permit easy expansion
through the addition of software applications, workstation hardware, field controllers,
sensors, and actuators.
E. Serial Communication Ports: Provide at least two RS-232C serial data communication
ports for simultaneous operation of multiple operator I/O devices such as industry
standard printers, laptop workstations, PC workstations, and panel mounted or portable
DDC panel Operators Terminals. Standalone DDC panels shall allow temporary use of
portable devices without interrupting the normal operation of permanently connected
modems, printers, or network terminals.
F. Hardware Override Switches: Operator shall have the ability to manually override
automatic or centrally executed commands at the DDC panel via local, point discrete,
onboard hand/off/auto operator switches for binary control points and gradual switches
for analog control type points. Override switches shall be operable whether the panel is
powered or not.
G. Hardware Override Monitoring: DDC panels shall monitor the status or position of all
overrides, and include this information in logs and summaries to inform the operator
that automatic control has been inhibited. DDC panels shall also collect override activity
information for daily and monthly reports.

Page 16

TECHNICAL SPECIFICATIONS
H. Local Status Indicator Lamps: Provide local status indication for each binary input and
output for constant, up-to-date verification of all point conditions without the need for
an operator I/O device.
I. Integrated On-Line Diagnostics: Continuously perform self-diagnostics, communication
diagnosis and diagnosis of all subsidiary equipment. Provide both local and remote
annunciation of any detected component failures, or repeated failure to establish
communication. Indication of the diagnostic results shall be provided at each DDC
panel, and shall not require the connection of an operator I/O device.
J. Surge and Transient Protection: Provide isolation shall be at network terminations, as
well as field point terminations to suppress induced voltage transients consistent with
IEEE Standard 587-1980. Isolation levels shall be sufficiently high as to allow signal wiring
to be run in the same conduit as high voltage wiring where applicable by local codes.
1. Upon restoration of normal power, automatically resume full operation
without manual intervention.
2. Should DDC panel memory be lost for any reason, the user shall have the
capability of reloading the DDC panel via the local area network, via the local
RS-232 port, or via telephone line dial-in.
2.07 SYSTEM SOFTWARE FEATURES
A. Provide necessary software to form a complete operating system as described herein
and shown on drawings.
B. Provide programs as an integral part of the DDC panel which is independent from any
higher level computer for execution.
C. Control Software Description:
1. Pre-Tested Control Algorithms: The DDC panels shall have the ability to
perform the following pre-tested control algorithms:
a) Two Position Control
b) Proportional Control
c) Proportional plus Integral Control
d) Proportional, Integral, plus Derivative Control
e) Automatic Control Loop Tuning
2. Equipment Cycling Protection: Include a provision for limiting the number of
times each piece of equipment may be cycled within any one-hour period.
3. Heavy Equipment Delays: Provide protection against excessive demand
situations during start-up periods by automatically introducing time delays
between successive start commands to heavy electrical loads.
4. Power fail Motor Restart: Upon the resumption of normal power, the DDC
panel shall analyze the status of all controlled equipment, compare it with
normal occupancy scheduling, and turn equipment on or off as necessary to
resume normal operation.

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TECHNICAL SPECIFICATIONS
D. Energy Management Applications: Ability to perform any or all of the following energy
management routines:
1. Time of Day Scheduling
2. Calendar Based Scheduling
3. Holiday Scheduling
4. Temporary Schedule Overrides
5. Optimal Start
6. Optimal Stop
7. Night Setback Control
8. Enthalpy Switchover (Economizer)
9. Peak Demand Limiting
10. Temperature Compensated Load Rolling
11. Fan Speed/CFM Control
12. Heating/Cooling Interlock
13. Hot Water Reset
14. Chilled Water Reset
15. Condenser Water Reset
16. Chiller Sequencing
17. Programs shall be executed automatically without the need for operator
intervention, and shall be flexible enough to allow user customization.
E. Custom Process Programming Capability: DDC panels shall be able to execute custom,
job-specific processes defined by the user, to automatically perform calculations and
special control routines.
1. Process Inputs and Variables: Allow use of any of the following in a custom process:
a) Any system-measured point data or status
b) Any calculated data
c) Any results from other processes
d) User-defined Constants
e) Arithmetic functions (+,-,*,/, square root, exp, etc.)
f) Boolean logic operators (and, or, excessive or etc.)
g) On-delay/Off-delay/One-shot timers
2. Process Triggers: Custom processes maybe triggered based on any combination of
the following:
a) Time Interval
b) Time of day
c) Date
d) Other processes
e) Time programming
f) Events (e.g., point alarms)
3. Dynamic Data Access: A single process shall be able to incorporate measured or
calculated data from any and all DDC panels on the local area network.
a) In addition, a single process shall be able to issue commands to points in any
and all other DDC panels on the local area network.

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TECHNICAL SPECIFICATIONS
4. Advisory/Message Generation: Processes shall be able to generate operator
messages and advisories to operator I/O devices. A process shall be able to
directly send a message to a specified device, buffer the information in a follow-up
file, or cause the execution of a dial-up connection to a remote device such as a
printer or pager.
5. Custom Process Documentation: The custom control programming feature shall
be self-documenting. All interrelationships defined by this feature shall be
documented via graphical flowcharts and English language descriptors.
F. Alarm Management: Provide alarm management to monitor, buffer, and direct alarm
reports to operator devices and memory files. Each DDC panel shall perform
distributed, independent alarm, analysis and filtering to minimize operator interruptions
due to non-critical alarms, minimize network traffic, and prevent alarms from being lost.
At no time shall the DDC panels ability to report alarms be affected by either operator
activity at a PC Workstation or local I/O device, or communications with other panels
on the network.
1. Point Change Report Description: Alarm or point change reports shall include
the points English language description, and the time and date of occurrence.
2. Prioritization: The user shall be able to define the specific system reaction for
each point. Alarms shall be prioritized to minimize nuisance reporting and to
speed operator response to critical alarms. A minimum of three priority levels
selected alarms during system shutdown and start-up. Users shall have the ability
to manually inhibit alarm reporting for each point.
a) The user shall also be able to define under which conditions point changes
need to be acknowledged by an operator, and/or sent to follow-up files for
retrieval and analysis at a later date.
3. Report Routing: Alarm reports, messages, and files will be directed to a userdefined list of operator devices, or PCs used for archiving alarm information.
Alarms shall also be automatically directed to a default device in the event a
primary device is found to be off-line.
4. Alarm Messages: In addition to the points descriptor and the time and date, the
user shall be able to print, display or store a 65- character alarm message to
more fully describe the alarm condition or direct operator response.
a) Each standalone DDC panel shall be capable of storing a library of at least
250 Alarm Messages. Each message maybe assignable to any number of points
in the panel.
5. Auto-Dial Alarm Management: In Dial-up applications, only critical
alarms shall initiate a call to a remote operator device. In all other cases,
call activity shall be minimized by time-stamping and saving reports until
an operator scheduled time, a manual request, or until the buffer space is
full. The alarm buffer must store a minimum of 50 alarms.

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TECHNICAL SPECIFICATIONS
G. Historical Data and Trend Analysis: A variety of Historical data collection utilities shall
be provided to automatically sample, store, and display system data in all of the following
ways.
1. Continuous Point Histories: Standalone DDC panels shall store Point History
Files for all analog and binary inputs and outputs.
a) The Point History routine shall continuously and automatically sample the
value of all analog inputs at half hour intervals. Samples for all points shall be
stored for the past 24 hours to allow the user to immediately analyze
equipment performance and all problem-related events for the past day.
Point History Files for binary input or output points and analog output points
shall include a continuous record of the last ten status changes or commands
for each point.
2. Control Loop Performance Trends: Standalone DDC panels shall also provide
high resolution sampling capability with an operator-adjustable resolution of 10300 seconds in one-second increments for verification of control loop
performance.
3. Extended Sample Period Trends: Measured and calculated analog and binary data
shall also be assignable to user-definable trends for the purpose of collecting
operator-specified performance data over extended periods of time. Sample
intervals of 1 minute to 2 hours, in one-minute intervals, shall be provided. Each
standalone DDC panel shall have a dedicated buffer for trend data, and shall be
capable of storing a minimum of 5000 data samples.
4. Data Storage and Archiving: Trend data shall be locally stored and uploaded to
hard disk storage when archival is desired. Uploads shall occur based upon either
user-defined interval, manual command, or when the trend buffers become full.
All trend data shall be available in disk file form for use in 3rd party personal
computer applications.
H. Runtime Totalization: Automatically accumulate and store runtime hours for binary
input and output points operator defined equipment.
1. The Totalization routine shall have a sampling resolution of one minute or less.
2. The user shall have the ability to define a warning limit for Runtime Totalization.
Unique, user-defined messages shall be generated when the limit is reached.
I.

Analog/Pulse Totalization: Automatically sample, calculate and store consumption


totals on a daily basis, weekly, or monthly basis for user-selected analog and binary
pulse input-type points.
1. Totalization shall provide calculation and storage of accumulations of up to
99,999.9 units (e.g. KWH, gallons, KBTU, tons, etc.)
2. The Totalization routine shall have a sampling resolution of one minute or less.
3. The user shall have the ability to define a warning limit. Unique, user-specified
messages shall be generated when the limit is reached.

Page 20

TECHNICAL SPECIFICATIONS
J.

Event Totalization: Ability to count events such as the number of times a pump or
fan system is cycled on and off. Event Totalization shall be performed on a daily,
weekly, or monthly basis.
1. The Event Totalization feature shall be able to store the records associated with
a minimum of 9,999,999 events before reset.
2. The user shall have the ability to define a warning limit. Unique, user-specified
messages shall be generated when the limit is reached.

2.08 APPLICATION SPECIFIC CONTROLLERS HVAC APPLICATIONS


A. System shall extend its performance and capacity through the use of remote
Application Specific Controllers (ASCs).
B. Each ASC shall operate as a standalone controller capable of performing its
specified control responsibilities independently of other controllers in the
network. Each ASC shall be a microprocessor-based, multi-tasking, real-time
digital control processor.
C. Each ASC shall have sufficient memory to support its own operating system and
data bases including:
1. Control Processes
2. Energy Management Applications
3. Operator I/O (Portable Service Terminal)
D. The operator interface to any ASC point data or programs shall be through any
network-resident PC workstation, or any PC or portable operators terminal
connected to any DDC panel in the network.
E. Provide portable service (zone) terminal (ZT) to directly support the Application
Specific Controllers. The capabilities of the portable service terminal shall include
but not be limited to the following:
1. Display temperatures
2. Display status
3. Display setpoints
4. Display control parameters
5. Override binary output control
6. Override analog setpoints
7. Modification of gain and offset constants
F. Power fail Protection: System setpoints, proportional bands, control algorithms,
and any other programmable parameters shall be stored such that a power
failure of any duration does not necessitate reprogramming the controller.

Page 21

TECHNICAL SPECIFICATIONS
G. Application Descriptions:
1. VAV Terminal Unit Controllers:
a. VAV Terminal Unit Controllers shall support, but not be limited to,
the control of the following configurations of VAV boxes to address
project requirements:
1. Single Duct Only (Cooling Only, or Cooling with Reheat)
Supply/Exhaust
b. VAV Terminal Unit Controller shall support the following types of
point inputs and outputs:
1. Proportional Cooling Outputs
2. Box and Baseboard Heating Outputs (Proportion, or 1 to 3
Stages)
3. Fan Control Output (On/Off Logic, or Proportion Series Fan
Logic)
c. The modes of operation supported by the VAV Terminal Unit
Controllers shall minimally include, but not be limited to, the
following:
1. Day/Weekly Schedules
2. Comfort/Occupancy Mode
3. Economy Mode (Stand-by Mode, Unoccupied, etc.)
4. Temporary Override Mode
d. Occupancy-Based Standby/Comfort Mode Control: Each VAV
Terminal Unit Controller shall have a provision for occupancy sensing
overrides. Based upon the contact status of either a manual wall
switch or an occupancy sensing device, the VAV Terminal Unit
Controller shall automatically select either Standby or Comfort mode
to minimize the heating and cooling requirements while satisfying
comfort conditions.
e. Controller Zone Temperature Histories: Each VAV Terminal Unit
Controller shall automatically and continuously maintain a history of
the associated zone temperature to allow users to quickly analyze
space comfort and equipment performance for the past 24 hours. A
minimum of two samples per hour shall be stored.
f. Alarm Management: Each VAV Terminal Unit Controller shall
perform its own limit and status monitoring and analysis to maximize
network performance by reducing unnecessary communications.
2. Unitary Controllers:
a. Unitary Controllers shall support, but not be limited to, the following
types of systems to address project requirements and for future
expansion:
1. Packaged Rooftops
2. Fan Coils (Two-Pipe, Four Pipe)
b. Unitary Controllers shall support the following types of
point inputs and outputs:

Page 22

TECHNICAL SPECIFICATIONS
1. Economizer Switchover Inputs: Dry bulb, Outdoor Air
Enthalpy Differential Temperature Binary Input from a
separate controller.
2. Economizer Outputs: Integrated Analog with minimum
position, Binary output to enable self-contained economizer
actuator
3. Heating and Cooling Outputs: 1 to 3 Stages, Analog Output
with two-pipe logic, Reversing valve logic for Heat Pumps.
4. Fan Output: On/Off Logic Control
c. Unitary controllers shall support the following library of
control strategies to address project requirements:
1. Daily/Weekly Schedules
2. Comfort/Occupancy Mode
3. Economy Mode: Standby Mode/Economizer available,
Unoccupied/Economizer not available, shutdown, Lighting
Logic, Interlock to Economy Mode
4. Temporary Override Mode: Temporary Comfort Mode
(Occupancy-Based Control), Boost (Occupant
Warmer/Cooler Control)
e. Occupancy-Based Standby/Comfort Mode Control:
1. Each Unitary Controller shall have a provision for occupancy
sensing overrides. Based upon the contact status of either a
manual wall switch or an occupancy sensing
device, the
Unitary Controller shall automatically select
either Standby or Comfort mode to minimize the heating
and cooling requirements while satisfying comfort
conditions.
f. Controller Zone Temperature Histories:
1. Each VAV Terminal Unit Controller shall automatically and
continuously maintain a history of the associated zone
temperature to allow users to quickly analyze space comfort and
equipment performance for the past 24 hours. A minimum of two
samples per hour shall be stored.
f. Alarm Management: Each VAV Terminal Unit Controller shall
perform its own limit and status monitoring and analysis to maximize
network performance by reducing unnecessary communications.
3. AHU Controllers
a. AHU Controllers shall support, but not be limited to, the
following configurations of systems.
1. Large Air Handling Units: Mixed Air-Single Path, Mixed AirDual Path, 100% Single Path, 100% Dual Path.
b. AHU Controllers shall support all the necessary point inputs and outputs to
perform the specified control sequences in a totally standalone fashion.

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TECHNICAL SPECIFICATIONS
c. AHU Controllers shall have a library of control routines and program logic
to perform the sequence of operation as shown on drawings and specified
herein.
d. Occupancy-Based Standby/Comfort Mode Control: Each AHU Controller
shall have a provision for occupancy sensing overrides. Based upon the
contact status of either a manual wall switch or an occupancy sensing device,
the AHU Controller shall automatically select either Standby or Comfort
mode to minimize the heating and cooling requirements while satisfying
comfort conditions.
e. Continuous Zone Temperature Histories: Each AHU Controller shall
automatically and continuously, maintain a history of the associated zone
temperature to allow users to quickly analyze space comfort and equipment
performance for the past 24 hours. A minimum of two samples per hour
shall be stored.
f. Alarm Management: Each AHU Controller shall perform its own limit and
status monitoring and analysis to maximize network performance by
reducing unnecessary communications.
2.09 OPERATOR INTERFACE
1. Password Protection: Multiple-level password access protection shall be
provided to allow the user/manager to limit workstation control, display and
data base manipulation capabilities as he deems appropriate for each user,
based upon an assigned password.
2. Graphics Definition Package: Graphic generation software shall be provided
to allow the user to add, modify, or delete system graphic displays.
3. Database Save/Restore/Back-up: Back-up copies of all standalone DDC panel
databases shall be stored in at least one personal computer operator
workstation.
A. Local Controller Terminal
1. ASCs shall directly support the local controller terminal that can be
connected to the ASC via zone temperature sensor. Capability of local
controller shall include:
a) Three levels of passwords
b) Monitor and adjust 18 different settings
c) Simultaneous monitoring of three different settings of valves
d) Alarm condition notification with specific point in alarm
e) Add or modify schedules
2. Provide one local controller terminal for Owners use.

Page 24

TECHNICAL SPECIFICATIONS
2.10

CONTROL COMPONENTS AND ACCESSORIES


A. Provide supplementary control components including electrical
interlocks, relays, switches, and other devices and appurtenances as
required to accomplish automatic control. Refer to drawings for details.
Components included but not limited to:
1. Control Panels
2. Freezestats
3. Transmitters
4. Room sensor
5. Room thermostat
6. Valve and damper actuators
7. Control Valves
8. Temperature Indicators
9. Automatic control dampers
10. Relays, switches, and interlocks required to accomplish
automatic control sequence indicated on Drawings or included
herein.
11. Differential pressure transducer
12. Electronic sensors
13. Differential Pressure Switch
14. HVAC water flow sensors and transmitters
15. Air flow measuring devices and transmitters
B. Control Panels:
1. Provide cabinets of minimum dimensions 24 x 30 x 8 deep with
hinged, locking doors opening to the front.
2. Multiple panels mounted side by side to be hinged to the left or on
opposite sides to open in the middle.
3. Flush mount in panel door start/stop switches, hand-off automatic
switches, pilot lights, control switches, and temperature indicating
devices.
4. Internally mount other devices within panel.
5. Install panels as shown on drawings and provide for access for
operation and maintenance.
6. Provide weatherproof construction for panels exposed to weather.
7. Pre-wire electrical devices specified to be mounted in temperature
control panel to a dual, numbered terminal strip located inside
panel.
8. Wiring within cabinet panel to conform to NEC and shall be
installed in panel duct track.
9. Provide engraved laminated plastic nameplate for devices inside
panel or mounted in the panel face.

Page 25

TECHNICAL SPECIFICATIONS
C. Freezestats:
1. Manual reset with 20 foot sensing element actuated by temperature
on any one foot portion. Provide the quantity of freezestats
required to fully cover the face of the coil to be protected.
2. U.L. approved.
3. Switch action: SPDT with auxiliary alarm SPDT contacts as
required.
D. Wireless Devices:
1. The wireless product will use the IEEE 802.15.4 specification for an
ultra-reliable operation of the wireless sensor products and
associated network. RF-enabled sensors transmit sensor data to the
transceivers which pass data to the Building Management System
(BMS) interface.
a. The wireless system shall provide the following devices;
i.
ii.
iii.

Wireless temperature sensors


Wireless repeaters/routers, significantly extending the
wireless networks range
Interface modules providing direct connectivity to a broad
range of building automation systems, proprietary
embedded devices and PCs

iv.

Software tool for binding and commissioning specifically


designed for installers to deploy, commission, document
and maintain the wireless network in a fast, efficient
manner

v.

A Site Survey Tool to determine signal strength and link


quality

E. Temperature Indicators:
1. Provide gauge with scale range as sensor.
F. Automatic Control Damper:
1. Flat blade dampers: Opposed blade by Arrow Louver and Damper,
Pin Lock No. OBDPL-507; Johnson D-1300; or equal by Ruskin
Corporation. Furnish parallel blade damper of similar design for two
position operation.
2. Frames and blades: 1/8 extruded aluminum.
3. Blades: Single unit pin lock design, 6 maximum width, with pin lock
an integral section within blade center axis.
4. Frames: Combination of 4 extruded aluminum channel and angle,
with reinforcing bosses and groove inserts for vinyl seals.
5. Minimum size dampers to have 2x5/8 aluminum frames.

Page 26

TECHNICAL SPECIFICATIONS
6. Pivot rods: diameter extruded aluminum, pin lock design,
interlocking into blade section.
7. Bearings: Double sealed type with Celcon inner bearing rod riding
on Merlon polycarbonate outer bearing inserted in frames so that
outer bearing cannot rotate.
8. Blade Linkage Hardware: Install in angle or channel frame section out
of air stream. Hardware shall be non-corrosive reinforced material
or cadmium plated.
9. Design rod bearing such that no metal-to-metal or metal-to-bearing
riding surfaces exist. Separate interconnecting linkage with Celcon
bearing.
10. Dampers shall have overlapping design with extruded vinyl seals to
fit into integral ribbed groove inserts in both frames and blades.
11. Reinforce corners for dampers in excess of 10 square feet with
gusset plates.
12. Leakage: Maximum of of 1% leakage holding against 2 water
gauge static pressure, verified by independent testing laboratory.
Submit for review damper leakage ratings in CFM.
13. Provide adequate damper motors to fully actuate dampers from fully
closed to fully opened and vice versa as required by the control
sequence.
14. Install damper motor mountings so dampers will work smoothly
from fully closed to fully opened and vice versa.
15. Size damper motors to provide the necessary torque to actuate
dampers as previously described. Locate damper motors out of the
air stream.
G. Electronic Damper and Valve Motors:
1. Damper motors shall be capable of providing smooth, proportional
control under design temperature and pressure conditions.
2. Provide proportional 0-10 vdc control signal input capacity, offset
and span adjustment, and 90 second stroke time.
H. Temperature Sensors:
1. Duct and outdoor air temperature sensors shall be passive sensors,
with a range of -40 F to +216 F.
2. Zone temperature sensors shall be wall mounted type, passive
sensors with a range of 32 F to 130 F with an accuracy of +/- .7 F
at 70 F. Each temperature sensor shall be provided with a
communications jack to allow troubleshooting and command
capabilities by the local controller terminal to its respective digital
panel. Sensors shall provide remote set point capability via a
warmer/cooler slide or rotating adjustment inside the sensor casing.
The controller shall limit the range of remote adjustment between
+/- 2 F and +/- 10 F from assigned set point.
Page 27

TECHNICAL SPECIFICATIONS

PART 3 EXECUTION
3.01 INSTALLATION
A. Components:
1. Provide temperature controllers, damper motors of sufficient size
and torque to operate dampers properly, motorized valves, damper
control linkages, relays, switches, and related items, necessary to
accomplish control sequences shown on drawings. Install all such
except as noted herein to the contrary.
2. Prepare coordinated composite wiring diagrams showing interlock
wiring associated with all equipment as applicable and included in
drawings.
3. Drawings and Layouts: Submit for approval complete shop drawings
of entire control system before proceeding with installation. Provide
written sequence of operation control scheme and as-built drawings.
Provide at each DDC control panel the respective as-built prints
indicating panel and field device wiring.
4. Install field devices in safe locations accessible at ground level or by
ladder.
B. Electrical:
1. Furnish electrical conduit components in compliance with Division
260000 and NEC.
2. Furnish and install wiring for the LAN, sensors, inputs and outputs
directly related to the DDC/control system.
3. Install conduit where required level and plumb with respect to other
conduit located in the same area.
4. Install signal and communication wiring and cabling in accordance
with Division 260000 and NEC.
a. All cabling required in mechanical rooms will be installed in
conduit per local code and NEC.
b. Install exposed cable in raceway.
c. Install plenum rated cable in concealed but accessible areas.
d. Cabling installed in concealed areas to be installed as high as
possible to prevent damage.
e. Bundle and harness multi-conductor cabling where several
cables follow a common path.
f. Fasten flexible conduit and conductors, bridging cabinets and
doors, along hinged side, protect against abrasion, Tie and
support conductors.
g. Number code or color code conductors for future identification
and service of control system.
Page 28

TECHNICAL SPECIFICATIONS
h. Label all new conduit related to the Building Automation System
with white lettering with blue background with the words
BMS.
i. Conduit to be identified every 20 ft, or where there is a
significant change in direction of conduit and/or both sides of a
penetrated wall.
3.02 QUALITY CONTROL
A. Control system to be set up and checked out by factory trained
competent technicians skilled in the setting and adjustment of BMS
equipment used in this project. This technician is to be experienced in
the type of systems, DDC controllers and field devices associated with
this BMS.
B. At time of final observation, demonstrate to the Engineer/Owners
representative, the sequence of operation for each system. Perform
system demonstration as directed by Owners Representative and
Engineer/Owners representative . Provide at least a two week notice
prior to any testing or demonstration of performance.
C. Provide seasonal verification of the control system by returning to the
site for system check-out during seasonal changes.
D. Provide a minimum of 8 hours of instruction and training to the
Districts designated trainee. Provide training after the system has been
installed and commissioned.

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TECHNICAL SPECIFICATIONS

INTENTIONALLY LEFT BLANK

Page 30

ATTACHMENT A

AGREEMENT

EAST BAY REGIONAL PARK DISTRICT


PROJECT:

DISTRICT:

PHONE:

Energy Management System for


EBRPDs Administration Building &
Richard C. Trudeau Training Center

CONTRACT:

East Bay Regional Park District


P. O. Box 5381
Oakland, CA 94605-5369
(510) 544-2102

CONTRACTOR:

13-13-000

PROJECT NO.:
TBD

PHONE:

ARTICLE 1. SCOPE OF WORK:


The Contractor agrees to furnish all labor, materials, services and equipment as required by the Contract
Documents to accomplish the following:
Design and installation of an Energy Management system for East Bay Regional Park District at the following
two facilities:
1. (EBRPD Headquarters), Administration Building, 2950 Peralta Oaks Court, Oakland, CA 94601
2. Richard C. Trudeau Training Center, 11500 Skyline Boulevard, Oakland, CA
ARTICLE 2. CONTRACT PRICE:
As full compensation, the District agrees to pay the Contractor $TBD, based on the Formal Bid Proposal.
Payment requests shall be submitted on District forms. The District shall withhold a five percent (5%)
retention from each payment which may be requested thirty-five (35) days after completion and formal
acceptance of the work. Partial payment shall not constitute final acceptance or approval of any work or
relieve the Contractor of any of its obligations. The Contractor agrees to delete or add work not covered by
ADD-ON ALTERNATES or UNIT PRICES by methods provided in SECTION VIII of the General Conditions.
ARTICLE 3. TERM:
The term of this Agreement shall commence on the date The Board Resolution is adopted as shown below
and shall end upon formal acceptance of the work by the District Representative.
ARTICLE 4. BEGINNING AND COMPLETION OF WORK, DAMAGES:
Time is of the essence of this Contract. The Contractor agrees to submit all written documents required by
the Contract Documents within fifteen (15) working days from the date of written Notice of Award of
Contract. All work shall be fully completed to the District Representative's satisfaction within 120
____
working days from the date of the subsequent written Notice to Proceed. The Contractor shall not start
any work until such Notice is issued. Issuance is dependent upon the District Representative's receipt of
all documents required in the original Notice of Award of Contract. If the Contractor fails to complete the
work within the specified time plus any extensions thereof, made in accordance with the General Conditions,
the Contractor shall become liable to the District for damages in the amount of $500.00 for each calendar
day beyond the time specified. Nothing in this paragraph shall be construed to preclude the District from the
recovery of damages for causes other than delay by the Contractor.

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ATTACHMENT A

Agreement
Page 2

ARTICLE 5. INSURANCE:
The Contractor shall provide and maintain statutory coverage for Workers' Compensation Employer's
Liability ($500,000 per accident), General Liability ($1,000,000 per occurrence), Automobile Liability
($1,000,000 per occurrence). Builder's Risk or Special Hazards coverage may be required. Workers'
Compensation shall comply with California Labor Code 3700 and contain a waiver of subrogation in favor of
the District. The General and Automobile Liability policies must be endorsed to name the District as
additional insured and must be primary insurance.
ARTICLE 6. INDEMNIFICATION:
The Contractor agrees to indemnify, hold harmless, defend, and protect the District, its employees and agents
from any and all claims and expenses (including all reasonable attorneys' fees) arising from the Contractor's
performance of this Agreement. (See SECTION II:, ARTICLE 8 of the General Conditions.)
ARTICLE 7. LICENSING:
Attention is directed to the requirements of the California Business and Professions Code, known as the
"Contractor's License Law", 7000 through 7145. The Contractor must possess an appropriate license which
is current and valid at the date of the bid and throughout the term of this Agreement.
ARTICLE 8. LABOR CODE COMPLIANCE:
As required by law, the Contractor shall pay all workers California prevailing wages for each trade or
classification on the job during the term of this Agreement. These rates include employer payments for health
and welfare, pension, vacation, travel time, subsistence pay and apprenticeship or training.
ARTICLE 9. EQUAL EMPLOYMENT AND AFFIRMATIVE ACTION:
The Contractor and its subcontractors will comply with all applicable state equal employment opportunity and
affirmative action laws throughout the term of this Agreement.
ARTICLE 10. BONDS: (See attached forms)
The Contractor agrees to furnish, at the Contractor's expense, the following bonds with sureties approved by
the District within fifteen (15) working days from the date of written Notice of Award of Contract.
a.
b.

Performance Bond in the amount of the Contract Price. (Required only if progress payments are to be
requested.)
Labor and Materials Payment Bond in the amount of the Contract Price.

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ATTACHMENT A

Agreement
Page 3

ARTICLE 11. CONTRACT DOCUMENTS:


Together with this Agreement, the following constitute the "Contract Documents" and the entire Contract
between the parties:
a.
b.
c.
d.
e.
h.

Information for Bidders (Page 1 thru Page 5. Total of 5 pages)


Formal Bid Proposal, dated
Level #3 Agreement;
General Conditions (20 pages);
Plans prepared by Steven Myli;
Technical Specifications (Page 5 thru Page 28. Total of 23 pages);

Unless otherwise noted, items c and d above are the Districts standard forms. The Contract Documents are
complementary.
ARTICLE 12. EXAMINATION OF SITE AND CONTRACT DOCUMENTS:
By signing this Agreement, the Contractor acknowledges having examined the work site; compared the site
with the Plans and Specifications; determined any site variation that affects the bid; and investigated the
conditions of existing clearance, restrictions or limitations that affect access to the work. The Contractor's
failure to do any and all of the above shall not become a basis for claim of additional monies or extension of
time. No allowance shall be made on behalf of the Contractor due to neglect, failure or error in acquainting
itself with the project or any and all of the Contract Documents. (See ARTICLE 13 of the General
Conditions.)
ARTICLE 13. PROTECTION OF HISTORIC RESOURCES AND HUMAN REMAINS:
The Contractor shall, during all work, be alert for indicators of historic resources (i.e., bivalve shells or
fragments, stone tools, old china objects or fragments, old glass objects or fragments, old foundations and old
privy deposits) and human remains. If such indicators are uncovered, all work within 50 feet shall be halted
and the District Inspector immediately notified. The District will have the find evaluated by the proper
authorities or professionals. Only the balance of that work day shall be compensated by the District if the
Contractor cannot perform work elsewhere on the project. Recommendations from the qualified authorities
or professionals may result in a change of work and a change order may be issued.
ARTICLE 14. PRECONSTRUCTION
A preconstruction meeting attended by the Contractor, the District Representative, and others as
appropriate, will be held within fifteen (15) days of Award of Contract to discuss the work. Submit all
required documents, requests, and proposals at this meeting for discussion. (See ARTICLE 14 of the General
Conditions.)

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ATTACHMENT A

Agreement
Page 4

ARTICLE 15. SAFETY AND PUBLIC CONVENIENCE:


The Contractor shall be responsible for initiating, maintaining and supervising all safety precautions and
programs. All work shall conform to the requirements of the California Administrative Code, Title 8,
Industrial Relations, Division of Industrial Safety. (See ARTICLE 24 of the General Conditions.)
ARTICLE 16. FINAL INSPECTION AND ACCEPTANCE.
At the final inspection, the work may be substantially completed and accepted with a "minor punch list" as
determined by the District Representative. The punch list items are to be completed within the 35-day
retention period, otherwise the Contractor waives any and all rights to the retention monies withheld by the
District necessary to complete these items. The District Representative may hire another contractor or
District crews to complete the work. All costs, including administrative costs, will be charged against the
monies withheld and deducted from the contract price. (See ARTICLE 58 of the General Conditions.)
ARTICLE 17. DISTRICT REPRESENTATIVE:
During the term of this Agreement, the District's Manager of the Construction Department, or his designee, is
fully authorized to represent the District in all contractual matters. The District Representative shall make all
final decisions as to the intent of the Plans and Specifications; the amount and quality of work performed
and/or materials furnished; the manner and rate of work performed; the fulfillment of the Contract; and any
compensation due the Contractor.
CONTRACTOR:

_____________________________________
Name and title (please print)
_____________________________________
Signature
_____________
Date

_____________________
Federal Employer I.D. No.

_____________________________________
License No.
Expiration
FULLY EXECUTED at Oakland, California.
EAST BAY REGIONAL PARK DISTRICT:
Pursuant to Board Resolution
No.:

2013-

______________________________________
General Manager

Adopted:

Date: ________________________________

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ATTACHMENT C

PERFORMANCE BOND
EAST BAY REGIONAL PARK DISTRICT

KNOW ALL PERSONS BY THESE PRESENTS:


That
as Principal, hereinafter called Contractor,
and
as Surety of Sureties,
hereinafter called Surety, are held firmly bound unto the East Bay Regional Park District, as
Obligee, herein after called District, in the sum of
_______________________
($ _________________________), for which payment Contractor and Surety bind
themselves, their heirs, executors, administrators, successors and assigns, jointly and
severally, firmly by these presents.
WHEREAS, a certain written Agreement, dated _____________________, 20 , was
made and executed by and between the District, as Owner, and the Contractor, which
agreement is hereinafter called the Contract and is by reference made a part hereof.
NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION is such that if the
Contractor shall well and faithfully keep and perform all the covenants and agreements of
Contract, and all alterations, modifications and extensions thereof, by the Contractor to be
kept and performed, and shall fully complete all of the work described in the Contract, and all
alterations, modifications and extensions thereof, and shall save and hold harmless the
District from any and all loss of damage arising out of the failure of the Contractor and/or any
and all subcontractors, to fulfill the Contract, and all alterations, modifications and extensions
thereof, and shall fully reimburse and pay to the District all outlay and costs which the District
may incur in making good any default of the Contractor and/or subcontractors, and in
replacing and/or making good any defective material or faulty material or workmanship in the
work of the Contractor and/or any and all subcontractors, which may be discovered within
one (1) year subsequent to the completion and acceptance of the work provided for in the
Contract, then the above obligation shall be void; otherwise, it shall be and remain in full force
and effect.
It is expressly covenanted and agreed by and between the Contractor and the Surety
that the liability of the Contractor and the Surety shall at all times, and under all
circumstances, be co-extensive, and that the Surety shall not be discharged, released or
exonerated from liability under this bond, in whole or in part, by an alteration and/or
modification of the Contract, whether notice thereof is given the Surety or not, and that the
Surety shall be bound thereby, and also bound by any departure or deviation on the part of
the District from the terms of the Contract.
It is further expressly covenanted and agreed that in the event that more than one
Surety is obligated hereunder, then, in that event, the co-Sureties, bind themselves in the
above stated sum "jointly and severally" as well as "severally" only for the purpose of allowing
a joint action or actions against any or all of them, and for all other purposes each Surety
binds itself, jointly and severally with the Contractors for the payment of such above stated
sum only to the extent of the amount set forth opposite the Surety's name in Appendix A to
this bond, which Appendix A is attached hereto and by this reference made a part hereof.

PAGE 55

ATTACHMENT C

No change or alteration or modification of the Contract or of the work


required thereunder shall release or exonerate any Surety or Sureties on the
bond.
This bond shall remain in full force and effect notwithstanding that the
Contract or any applicable law or statute of the State of California shall be held to
be invalid.
IN WITNESS WHEREOF, the Contractor and the Surety or Sureties have
hereunto signed their names this
day of
, 20 .

Contractor

Signature

Surety

Attorney-in-Fact

PAGE 56

ATTACHMENT D

LABOR AND MATERIALS PAYMENT BOND


EAST BAY REGIONAL PARK DISTRICT

KNOW ALL PERSONS BY THESE PRESENTS:


That
as Principal, hereinafter called Contractor, and
_______________________________________________________, as Surety,
hereinafter called Surety, are held and firmly bound unto the East Bay Regional Park
District as Obligee, hereinafter called District, for the use and benefit of all persons
and laborers of every class performing any work or labor upon or bestowing skill or
other necessary services or furnishing materials, provisions, provender or other
supplies to be used or consumed in, or furnishing equipment or power contributing to
the work described in the agreement hereinafter mentioned, or in any alteration,
modification or extension thereof, which persons and laborers are hereinafter called
Claimants,
in
the
amount
of
___________________________, ($
), for which payment, well
and truly to be made, Contractor and Surety bind themselves, their heirs, executors,
administrators, successors, and assigns, jointly and severally, firmly by these
presents.
WHEREAS,

certain written agreement hereinafter called the Contract,


dated
, 20 , was made and executed by and
between the District, as Owner, and the Contractor, which agreement is hereinafter
called the Contract and is by reference made a part hereof.
NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION is such that if
the Contractor shall promptly make payment to all Claimants for all labor and material
used or reasonably required for use in the performance of the Contract, or any
alteration, modification or extension thereof, whether the Contract, or any alteration,
modification or extension thereof, is determined to be void, voidable or otherwise, or
for any amount due under the Unemployment Insurance Act of the State of California
with respect to such work or labor, or for any amounts required to be deducted,
withheld, and paid over to the California Franchise Tax Board from the wages of
employees of the Contractor and/or any and all subcontractors pursuant to California
Revenue and Taxation Code Section 18806 with respect to such work or labor, then
this obligation shall be void; otherwise, it shall be and remain in full force and effect.
The Contractor and Surety hereby jointly and severally agree with the District
that every Claimant who has not been paid in full before the expiration of a period of
ninety (90) days after the date on which the last said Claimant's work or labor was
done or performed or materials were furnished by such Claimant, may sue on this
bond for the use of such Claimant, prosecute the suit to final judgment for such sum
or sums as may be justly due Claimant, and have execution thereon. The District
shall not be liable for payment of any costs or expenses of any such suit. No suit or
action shall be commenced hereunder by any Claimant:

PAGE 57

ATTACHMENT D

(a) Unless Claimant, other than a Claimant having a direct contract with the
Contractor, shall have given written notice to any two of the following: The
Contractor, the District or the Surety, within ninety (90) days after such Claimant did
or performed the last of the work or labor, or furnished the last of the materials for
which said claim is made, stating with substantial accuracy the amount claimed and
the name of the party to whom the materials were furnished, or for whom the work or
labor was done or performed. Such notice shall be served by mailing the same by
registered or certified mail, postage prepaid in an envelope addressed to the
Contractor, District, or Surety, at any place where its office is regularly maintained for
the transaction of business, or by personal service.
(b) After the expiration of seven months from the date of recordation of a
Notice of Completion or Notice of Cessation if such notice is recorded pursuant to
Civil Code Sections 3092 or 3093; or, if no such Notice of Completion or Notice of
Cessation is recorded, after nine months from the date of completion or cessation of
the work.
The amount of this bond shall be reduced by and to the extent of any payment
or payments made in good faith herewith, inclusive of the payment by Surety of
mechanics' liens which may be filed of record against said improvement, whether or
not claims for the amount of such lien be presented under and against this bond.
It is further expressly covenanted and agreed that in the event that more than
one Surety is obligated hereunder, then, in that event, the co-Sureties bind
themselves in the above stated sum only to the extent of the amount set forth
opposite each Surety's name in Appendix A to this bond, which Appendix A is
attached hereto and by this reference made a part hereof.
IN WITNESS WHEREOF, the Contractor and the Surety and/or Sureties have
hereunto signed their names this
day of
, 20 .

Contractor

Signature

Surety

Attorney-in-Fact

PAGE 58

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