Request for proposal contract form for the transit industry
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- Standard Bus Procurement Guidelines RFP Abstract
- Keywords
- How This Document is Organized
- (Section 5)
- (Section 9)
- How to Use This Document
- NOTE
- Contents TS 1.Description of the Work to be Done 8 TS 2.Obtaining Proposal Documents 8
- TS 6.Letter of Transmittal 15 TS 7.Technical Proposal 15 TS 8.Acknowledgement of Addenda 15
- TS 12.References and Non-Priced Information 16 TS 13.Engineering organization chart, engineering change control procedure, field modification process 16
- TS 16.Management Plan 16
- TS 18.Evidence that Proposer is qualified in accordance with the provisions of “Section 8: Quality Assurance.” 21
- TS 20.Contractor-supplied parts. If the Contractor supplies parts for repairs being performed by the Agency after non-acceptance of the bus, then these parts shall be shipped prepaid to the Agency. 41
- TS 24.The Contractor also agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with federal assistance provided by FTA. 58
- TS 26.Turning Radius 114
- IP 26.1Construction and Materials (Transit Coach) 194
- TS 27.Approved Equals 215
American Public Transportation Association 1666 K Street, NW, Washington, DC, 20006-1215
The outline has been created to facilitate the development of a bus package that is consistent throughout the industry, providing a uniform format for numbering and organizing such documents. The use of standard formats for commonly used procurement contracts will improve the ability of industry participants to prepare contracts that contain all necessary provisions and that facilitate the incorporation of best available practices. The format for a bus Contract RFP is organized as follows: The Notice of Request for Proposals (RFP) (Section 1) contains general information to prospective Proposers regarding the RFP package and can also be used as notification of the RFP to the public or an advertisement of the procurement opportunity. The Instructions to Proposers (Section 2) provides detailed requirements that Proposers must follow in submitting their Proposals. This section also includes evaluation criteria and information of interest to the Proposer regarding Agency Contract award procedures. The General Conditions (Section 3), once customized by each Agency, should contain the standard terms and conditions and should be modified only by language added in the Special Provisions section. The Special Provisions (Section 4) should be customized to meet the Agency’s specific requirements for each individual project or Contract, as well as local and state requirements. The Special Provisions are intended to amend and supplement the General Conditions to meet the individual requirements of each project. The Federal Requirements (Section 5) are detailed and should be removed when the project is not funded with federal funds. The Technical Specifications(Section 6)are included and can be detached as a standalone document. The Warranty Requirements (Section 7) include requirements to warrant the operation of the bus. Quality Assurance (Section 8) covers manufacturing, inspection and acceptance procedures. Forms and Certifications (Section 9) are submitted with the Proposal or the Proposal may be considered nonresponsive. Contract (Section 10) will incorporate the surviving terms of the RFP, as well as the Contractor’s Proposal in a binding document to be executed by the Agency and successful Proposer within a designated time period following award. Appendixes (Section 11). It is understood that transit agencies will need to modify this document to reflect local and state rules, regulations and laws, and that they will insert the standard contract language that they have developed in the appropriate places in the document. However, modifications to the standard format should be made in a manner that will maintain the structural integrity of the document. The numbering of unused articles should be maintained and accompanied by the notations “not used” or “reserved.”
This document has been designed to be a “living” document and will be reviewed biannually to stay current with new or updated regulations, policies and technologies. Items noted in brackets [example] are areas indicating Agency input and should be filled in accordingly. As this is living document, references to other sections in the document are noted by title only. All section titles are listed in the Table of Contents. The Technical Specifications section is designed for multiple bus lengths and propulsion types. By selecting “Default,” a basic bus technical specification will be developed. In areas where there are alternatives to the default, the Agency may select “Alternative” instead. NOTE: Selection of certain alternatives may present a conflict with other selections and should be carefully considered. Request for Proposal [insert Agency name] [insert Agency logo] [insert title of procurement] [insert Proposal number] [insert date of solicitation] Contents
TS 1.Description of the Work to be Done 8 TS 2.Obtaining Proposal Documents 8 TS 3.Proposal Due Date and Submittal Requirements 8 TS 4.Validity of Proposals 8 TS 5.Pre-Proposal Meeting Information (Optional) 8 IP 5.1Quantities 10 IP 5.2Proposed Schedule for the Procurement 10 IP 5.3Obtaining Proposal Documents 10 IP 5.4Proposal Security Requirements (Reserved) 10 IP 5.5Pre-Proposal Meeting/Information for Proposers 10 IP 5.6Questions, Clarifications and Omissions 11 IP 5.7Addenda to RFP 11 IP 5.8DBE Requirements for Transit Vehicle Manufacturers 12 IP 5.9Buy America Certification 12 IP 5.10Conditions, Exceptions, Reservations or Understandings 13 IP 5.11Protest Procedures 13 IP 5.12Address 14 IP 5.13Pre-Proposal Protests 14 IP 5.14Protests on the Recommended Award 14 IP 5.15FTA Review 14 IP 5.16Preparation of Proposals 15 IP 5.17Use of Proposal Forms 15 IP 5.18Alternate and Multiple Proposals (Reserved) 15 IP 5.19Proposal Format Requirements 15 TS 6.Letter of Transmittal 15 TS 7.Technical Proposal 15 TS 8.Acknowledgement of Addenda 15 TS 9.Contractor Service and Parts Support Data 15 TS 10.Form for Proposal Deviation (without price data) 15 TS 11.Vehicle Questionnaire 15 TS 12.References and Non-Priced Information 16 TS 13.Engineering organization chart, engineering change control procedure, field modification process 16 TS 14.Manufacturing facilities plant layout, other contracts, staffing 16 TS 15.Production and delivery schedule and other Contract commitments for the duration of this Contract 16 TS 16.Management Plan 16 IP 16.1Agency Treatment of Proprietary/Confidential Information 17 IP 16.2Signing of Proposal Forms 18 IP 16.3Modification or Withdrawal of Proposals 18 IP 16.4Ownership and Cost of Proposal Development 18 IP 16.5Proposal Evaluation, Negotiation and Selection 19 IP 16.6Confidentiality of Proposals 19 IP 16.7Duration of the Validity of Proposals 19 IP 16.8Evaluation Committee 19 IP 16.9Review of Proposals for Responsiveness and Proposers for Responsibility 19 IP 16.10Proposal Selection Process 20
IP 19.1Evaluation Procedures 22 IP 19.2Evaluations of Competitive Proposals 22 IP 19.3Response to Proposals 24 IP 19.4Single Proposal Response 24 IP 19.5Availability of Funds 24 IP 19.6Agency Contract Approval Process 24 IP 19.7Agency Rights 24 IP 19.8Execution of Contract 25 IP 19.9Conflicts of Interests and Gratuities 25 IP 19.10Agency-Specific Provisions 25 Definitions 26 Materials and Workmanship 27 Conformance with Specifications and Drawings 27 Inspection, Testing and Acceptance 28 General 28 Risk of Loss 28 Title and Warranty of Title 28 Intellectual Property Warranty 28 Data Rights 29 Proprietary Rights/Rights in Data 29 Access to Onboard Operational Data 29 Changes 30 Contractor Changes 30 Agency Changes 30 Legal Clauses 30 Indemnification 30 Suspension of Work 31 Excusable Delays/Force Majeure 31 Termination 32 Compliance with Laws and Regulations 34 Changes of Law 34 Governing Law and Choice of Forum 34 Disputes 34 Maintenance of Records; Access by Agency; Right to Audit Records 36 Confidential Information 37 Conflicts of Interest, Gratuities 38 General Nondiscrimination Clause 38 Amendment and Waiver 38 Remedies Not Exclusive 38 Counterparts 39 Severability 39 Third-Party Beneficiaries 39 Assignment of Contract 39 Independent Parties 39 Survival 39 Agency-Specific Provisions 40 Inspection, Tests and Repairs 41 Repair Performance 41
Pilot Bus 42 Configuration and Performance Approval 42 First Article Inspection – Production 42 Post-Delivery Tests 42 Repairs after Non-Acceptance 43 Deliveries 43 Bus Delivery 43 Delivery Schedule 43 Contract Deliverables 43 Options and Option Pricing 46 Assignability of Options 47 Payment 47 Payment Terms 47 Performance Guarantee (Optional) 50 Payment of Taxes 50 Liquidated Damages for Late Delivery of the Bus 51 Service and Parts 51 Contractor Service and Parts Support 51 Documentation 52 Parts Availability Guarantee 52 Agency-Furnished Property 52 Federal Motor Vehicle Safety Standards (FMVSS) 53 Insurance 53 Software Escrow Account 53 Sustainability 54 Agency-Specific Provisions 54 Access to Records 55 Local Governments 55 State Governments 55 Federal Funding, Incorporation of FTA Terms and Federal Changes 55 Federal Energy Conservation Requirements 56 Civil Rights Requirements 56 No Government Obligation to Third Parties 57 Program Fraud and False or Fraudulent Statements or Related Acts 57 Suspension and Debarment 57 Disadvantaged Business Enterprise (DBE) 58 Clean Water Requirements 58 TS 24.The Contractor also agrees to include these requirements in each subcontract exceeding $100,000 financed in whole or in part with federal assistance provided by FTA. 58 Clean Air Requirements 58 Compliance with Federal Lobbying Policy 58 Buy America 59 Testing of New Bus Models 59 Pre-Award and Post-Delivery Audits 59 Cargo Preference 60 Fly America 60 Contract Work Hours and Safety Standards Act 60 Scope 62
Definitions 62 Referenced Publications 68 Legal Requirements 68 Overall Requirements 68 Weight 68 Capacity 68 Service Life 68 Maintenance and Inspection 68 Interchangeability 69 Training 69 Operating Environment 70 Noise 70
Fire Safety 71 Fire Suppression 71 Respect for the Environment 71 Physical Size 72 Bus Length 72 Bus Width 73 Bus Height 73 Step Height 73 Underbody Clearance 74 Ramp Clearances 74 Ground Clearance 74 Floor Height 75 Interior Headroom 75 Power Requirements 76 Top Speed 76 Gradability 76 Acceleration 77 Operating Range 77 Fuel Economy (Design Operating Profile) 78 Engine 79 Engine (CNG) 79 Propulsion System (Hybrid) 79 Cooling Systems 81 Engine Cooling 82 Charge Air Cooling 83 Transmission Cooling 84 Hybrid Drive System Cooling 84 Transmission (Conventional Powertrain) 84 Retarder (Transit Coach) 85 Engine Brake (Commuter Coach) 86 Mounting 88 Service 88 Hydraulic Systems 89 Fluid Lines 89 Fittings and Clamps 89 Charge Air Piping 90 Radiator 90 Oil and Hydraulic Lines 90 Fuel 90 Fuel Lines 90 Design and Construction 91 Emissions and Exhaust 96 Exhaust Emissions 96 Exhaust System 96 Exhaust After treatment 96 Particulate After treatment 97 General 97 Design 97 Altoona Testing 97 Structural Validation 98 Distortion 98 Resonance and Vibration 98 Engine Compartment Bulkheads 98 Crashworthiness (Transit Coach) 99 Corrosion 99 Towing 100 Jacking 101 Hoisting 101 Floor 101 Design (Transit Coach) 101 Design (Commuter Coach) 102 Design (Articulated Transit Coach) 102 Strength 103 Construction 103 Construction (Commuter Coach) 104
Driver’s Area 104 Driver’s Platform 105 Farebox 105 Rear Step Area to Rear Area (Transit Coach) 106 Wheel Housing 106 Design and Construction 106 Design and Construction (Transit Coach) 106 Articulated Joint (Articulated Transit Coach) 107 Raceway (Articulated Transit Coach) 108 Bellows 108 Suspension 108 General Requirements 108 Alignment 108 Springs and Shock Absorbers 109 Wheels and Tires 110 Wheels 110 Tires 111 Steering 112 Steering Axle (Transit Coach) 112 Steering and Tag Axles (Commuter Coach) 113 Steering Wheel 113 Drive Axle 114 Non-Drive Axle 114 Tag Axles (Commuter Coach) 114
Brakes 115 Service Brake 115 Actuation 116 Friction Material 116 Hubs and Drums/Discs 117 Hubs and Drums (Commuter Coach) 117 Parking/Emergency Brake 117 Interlocks (Transit Coach) 118 Passenger Door Interlocks 118 Pneumatic System 119 General 119 Air Compressor 119 Air Lines and Fittings 119 Air Reservoirs 120 Air System Dryer 120 Overview 121 Modular Design 122 Environmental and Mounting Requirements 122 Hardware Mounting 122 General Electrical Requirements 123 Batteries 123 Grounds 127 Low Voltage/Low Current Wiring and Terminals 127 Electrical Components 128 Electrical Compartments 128 General Electronic Requirements 128 Wiring and Terminals 129 Multiplexing 130 General 130 System Configuration 130 Data Communications 131 General 131 Drivetrain Level 131 Multiplex Level 132 Electronic Noise Control 133 Driver’s Area Controls 133 General 133 Glare 133 Visors/Sun Shades 134 Driver’s Controls 134 Normal Bus Operation Instrumentation and Controls 135 Driver Foot Controls 140 Brake and Accelerator Pedals 140 Driver Foot Switches 140 Driver’s Amenities 141 Coat Hanger 141 Drink Holder 142 Storage Box 142 Windshield Wipers and Washers 142 Windshield Wipers 142 Windshield Washers 143 Driver’s Seat 144 Dimensions 144 Seat Belt 146 Adjustable Armrest 147 Seat Control Locations 147 Seat Structure and Materials 148 Pedestal 148 Seat Options 148 Mirrors 148 General 151 Windshield 151 Glazing 151 Driver’s Side Window 152 Side Windows 153 Configuration 153 Emergency Exit (Egress) Configuration 154 Configuration 155 Materials 156 Rear Window 159 Capacity and Performance 159 Controls and Temperature Uniformity 162 Auxiliary Heater 163 Air Flow 164 Passenger Area 164 Driver’s Area 165 Controls for the Climate Control System (CCS) 165 Driver’s Compartment Requirements 165 Driver’s Cooling 166 Air Filtration 166 Roof Ventilators 167 Maintainability 168 Entrance/Exit Area Heating 168 Floor-Level Heating 168 Transit Coach 168 Commuter Coach 169 Design 169 Materials 169 Roof-Mounted Equipment (Transit Coach) 170 Pedestrian Safety 170 Repair and Replacement 170 Side Body Panels (Transit Coach) 170 Side Body Panels (Commuter Coach) 170 Rain Gutters 171 License Plate Provisions 171 Rub rails 171 Fender Skirts 172 Wheel Covers (Transit Coach) 172 Splash Aprons 172 Service Compartments and Access Doors 172 Access Doors (Transit Coach) 172 Access Doors (Commuter Coach) 173 Access Door Latch/Locks 173 Bumpers 173 Location 173 Front Bumper 174 Rear Bumper 174 Bumper Material 174 Finish and Color 175 Appearance 175 Decals, Numbering and Signing 176 Passenger Information 176 Exterior Lighting 176 Backup Light/Alarm 177 Doorway Lighting 177 Turn Signals 178 Headlights 178 Brake Lights 178 Service Area Lighting (Interior and Exterior) 179 General Requirements 179 Interior Panels 180 Driver AreaBarrier 181 Modesty Panels 182 Front End 182 Rear Bulkhead 182 Headlining 183 Fastening 183 Insulation 183 Floor Covering 183 Interior Lighting 184 Passenger 184 Driver’s Area 185 Seating Areas (Transit Coach) 185 Seating Areas (Commuter Coach) 185 Vestibules/Doors (Transit Coach) 186 Vestibules/Doors (Commuter Coach) 186 Step Lighting 186 Ramp Lighting (Transit Coach) 186 Turntable Lighting (Articulated Coach) 186 FareboxLighting 186 Fare Collection 187 Interior Access Panels and Doors (Transit Coach) 187 Floor Panels 188 Passenger Seating 188 Arrangements and Seat Style (Transit Coach) 188 Rearward Facing Seats (Transit Coach) 189 Turntable Seating (Articulated Coach) 189 Padded Inserts/Cushioned Seats (Transit Coach) 189 Seat back fitness 190 Drain Hole in Seats 191 Arrangements and Seat Style (Commuter Coach) 191 Hip-to-Knee Room 191 Foot Room 191 Aisles (Transit Coach) 191 Aisles (Commuter Coach) 191 Dimensions (Transit Coach) 192 Structure and Design (Transit Coach) 192 Structure and Design (Commuter Coach) 194
Construction and Materials (Commuter Coach) 194 Passenger Assists (Transit Coach) 195 Assists (Transit Coach) 195 Front Doorway 195 Vestibule (Transit Coach) 196 Rear Doorway(s) (Transit Coach) 196 Overhead (Transit Coach) 196 Longitudinal Seat Assists (Transit Coach) 197 Wheel Housing Barriers/Assists (Transit Coach) 197 Passenger Doors 197 Transit Coach 197 Commuter Coach 199 Materials and Construction 199 Dimensions 199 Door Glazing 200 Door Projection (Transit Coach) 201 Door Height Above Pavement 201 Closing Force 202 Actuators 202 Emergency Operation 203 Door Control 203 Door Controller 204 Door Open/Close 205 Accessibility Provisions 205 Loading Systems 205 Lift 205 Loading System for 30 to 60ft Low-Floor Bus 206 Loading System for Level Boarding on a 45 to 60ft Low-Floor BRT 207 Wheelchair Accommodations 207 Interior Circulation 208 Wheelchair Lifts (Commuter Coach) 208 Lift 208 Lift Door 209 Lift Width 209 Lighting Requirements 210 Securement System 210 Roof Ventilation/Escape Hatches 210 Destination Signs 210 Passenger Information and Advertising (Transit Coach) 211 Interior Displays 211 Exterior Displays 211 Passenger Stop Request/Exit Signal 212 Transit Coach 212 Commuter Coach 213 Signal Chime 213 Communications 213 Camera Surveillance System 213 Public Address System 214 Automatic Passenger Counter (APC) 214 Radio Handset and Control System 214 Event Data Recorders (EDR) 215 TS 27.Approved Equals 215 Basic Provisions 217 Warranty Requirements 217 Voiding of Warranty 219 Exceptions and Additions to Warranty 219 Fleet Defects 220 Repair Procedures 221 Repair Performance 221 Repairs by the Contractor 221 Repairs by the Agency 221 Warranty after Replacement/Repairs 222 Forms 223 Return of Parts 223 Timeframe 223 Reimbursements 224 Contractor’s In-Plant Quality Assurance Requirements 225 Quality Assurance Organization 225 Quality Assurance Organization Functions 225 Inspection 227 Inspection Stations 227 Resident Inspectors 227 Acceptance Tests 229 Responsibility 229 Pre-Delivery Tests 229 Agency-Specific Requirements 230 Attachment A: New Bus Manufacturing Inspection Guidelines 231 Pre-Production Meeting 231 Prototype/Pilot Vehicle Production 232 Resident Inspection Process for Serial Production 235 Communications 239 Vehicle Release for Delivery 240 Proposer’s Checklist 242 Request for Pre-Offer Change or Approved Equal 243 Acknowledgement of Addenda 244 Contractor Service and Parts Support Data 245 Form for Proposal Deviation 246 Pricing Schedule 247 Pre-Award Evaluation Data Form 249 Federal Certifications 250 Buy America Certification 250 Debarment and Suspension Certification for Prospective Contractor 251 Debarment and Suspension Certification (Lower-Tier Covered Transaction) 252 Non-Collusion Affidavit 253 Lobbying Certification 254 Certificate of Compliance with Bus Testing Requirement 255 DBE Approval Certification 256 Federal Motor Vehicle Safety Standards 257 Other Certifications 258 Proposal Form 258 Notice of Award 259 Vehicle Technical Information 260 Appendix A: Guidelines for Calculating Liquidated Damages 282 Appendix B: Guidelines for Calculating Early Delivery Incentives 284 Appendix C: Examples of Evaluation Criteria 285 Appendix D: Sample Contract 291 Appendix E: Sample Performance Bond Form 294 Appendix F: Sample Assignment of an Option to Purchase Agreement 296 Appendix G: Example of a Software Escrow Agreement 297 References 309 Abbreviation and Acronyms 310 Directory: resources resources -> General text for tender (recommendations) for Pilkington Profilit™ Contents Page resources -> North Carolina Inclusion Initiative Mapping Where Children with ieps are Being Served Purpose resources -> Practice learning resources -> The Rise of Video Games Section “Word” Matt Spencer resources -> Request for Proposal [insert date] resources -> The University of York 13th 16th April 2004 resources -> Biological and Biomedical Sciences Program Community Education Initiative resources -> Region III standing regional response team (rrt) meeting williamsburg, Virginia Thursday, January 12, 2012 resources -> Efca eastern District and TouchGlobal, the crisis response ministry of efca resources -> World Map 4 (1)-Global Warming Download 1.87 Mb. Share with your friends:
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