Request for Proposal [insert date]
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- Standard Bus Procurement Guidelines RFP Abstract
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- How This Document is Organized
- (Section 5)
- (Section 9)
- How to Use This Document
- N OTE
- SECTION 1: NOTICE OF REQUEST FOR PROPOSALS 14
- SECTION 3: GENERAL CONDITIONS 31
- SECTION 4: SPECIAL PROVISIONS 46
- SECTION 5: FEDERAL REQUIREMENTS 60
- SECTION 6: TECHNICAL SPECIFICATIONS 67
- SECTION 7: WARRANTY REQUIREMENTS 202
- SECTION 8: QUALITY ASSURANCE 210
- Attachment A: New Bus Manufacturing Inspection Guidelines 216
- SECTION 9: FORMS AND CERTIFICATIONS 226
- SECTION 10: CONTRACT 256
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:
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.” How to Use This Document This document has been designed to be a “living” document and will be reviewed bi-annually 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 and logo] [Insert Proposal number] [Insert month date, year] Contents
SECTION 1: NOTICE OF REQUEST FOR PROPOSALS 14 a. Description of the Work to be Done 14 a. Description of the Work to be Done 14 b. Obtaining Proposal Documents 14 b. Obtaining Proposal Documents 14 c. Proposal Due Date and Submittal Requirements 14 c. Proposal Due Date and Submittal Requirements 14 d. Validity of Proposals 14 d. Validity of Proposals 14 e. Pre-Proposal Meeting Information [Optional] 14 e. Pre-Proposal Meeting Information [Optional] 14 SECTION 2: INSTRUCTIONS TO PROPOSERS 16 IP 1.1 Quantities 16 IP 1.2 Proposed Schedule for the Procurement 16 IP 1.3 Obtaining Proposal Documents 16 IP 1.4 Proposal Security Requirements (Reserved) 16 IP 1.5 Pre-Proposal Meeting/Information for Proposers 16 IP 1.6 Questions, Clarifications and Omissions 17 IP 1.7 Addenda to RFP 17 IP 1.8 DBE Requirements for Transit Vehicle Manufacturers 18 IP 1.9 Buy America Certification 18 IP 1.10 Conditions, Exceptions, Reservations or Understandings 19 IP 1.11 Protest Procedures 19 IP 1.11.1 Address 19 IP 1.11.1 Address 19 IP 1.11.2 Pre-Proposal Protests 20 IP 1.11.2 Pre-Proposal Protests 20 IP 1.11.3 Protests on the Recommended Award 20 IP 1.11.3 Protests on the Recommended Award 20 IP 1.11.4 FTA Review 20 IP 1.11.4 FTA Review 20 IP 1.12 Preparation of Proposals 20 IP 1.12.1 Use of Proposal Forms 20 IP 1.12.1 Use of Proposal Forms 20 IP 1.12.2 Alternate and Multiple Proposals (Reserved) 20 IP 1.12.2 Alternate and Multiple Proposals (Reserved) 20 IP 1.12.3 Proposal Format Requirements 21 IP 1.12.3 Proposal Format Requirements 21 IP 1.12.4 Agency Treatment of Proprietary/Confidential Information 23 IP 1.12.4 Agency Treatment of Proprietary/Confidential Information 23 IP 1.12.5 Signing of Proposal Forms 23 IP 1.12.5 Signing of Proposal Forms 23 IP 1.12.6 Modification or Withdrawal of Proposals 24 IP 1.12.6 Modification or Withdrawal of Proposals 24 IP 1.12.7 Ownership and Cost of Proposal Development 24 IP 1.12.7 Ownership and Cost of Proposal Development 24 IP 1.13 Proposal Evaluation, Negotiation and Selection 24 IP 1.13.1 Confidentiality of Proposals 24 IP 1.13.1 Confidentiality of Proposals 24 IP 1.13.2 Duration of the Validity of Proposals 25 IP 1.13.2 Duration of the Validity of Proposals 25 IP 1.13.3 Evaluation Committee 25 IP 1.13.3 Evaluation Committee 25 IP 1.13.4 Review of Proposals for Responsiveness and Proposers for Responsibility 25 IP 1.13.4 Review of Proposals for Responsiveness and Proposers for Responsibility 25 IP 1.13.5 Proposal Selection Process 25 IP 1.13.5 Proposal Selection Process 25 IP 1.13.6 Evaluation Procedures 27 IP 1.13.6 Evaluation Procedures 27 IP 1.13.7 Evaluations of Competitive Proposals 28 IP 1.13.7 Evaluations of Competitive Proposals 28 IP 1.14 Response to Proposals 29 IP 1.14.1 Single Proposal Response 29 IP 1.14.1 Single Proposal Response 29 IP 1.14.2 Availability of Funds 30 IP 1.14.2 Availability of Funds 30 IP 1.14.3 Agency Contract Approval Process 30 IP 1.14.3 Agency Contract Approval Process 30 IP 1.14.4 Agency Rights 30 IP 1.14.4 Agency Rights 30 IP 1.14.5 Execution of Contract 30 IP 1.14.5 Execution of Contract 30 IP 1.15 Conflicts of Interests and Gratuities 30 IP 1.16 Agency-Specific Provisions 30 SECTION 3: GENERAL CONDITIONS 31 GC 1.1 Definitions 31 GC 1.2 Materials and Workmanship 32 GC 1.3 Conformance with Specifications and Drawings 32 GC 1.4 Inspection, Testing and Acceptance 33 GC 1.4.1. General 33 GC 1.4.2. Risk of Loss 33 GC 1.5 Title and Warranty of Title 33 GC 1.6 Intellectual Property Warranty 33 GC 1.7 Data Rights 34 GC 1.7.1. Proprietary Rights/Rights in Data 34 GC 1.7.2. Access to Onboard Operational Data 34 GC 1.8 Changes 34 GC 1.8.1. Contractor Changes 34 GC 1.8.2. Agency Changes 35 GC 1.9 Legal Clauses 35 GC 1.9.1. Indemnification 35 GC 1.9.2. Suspension of Work 36 GC 1.9.6. Excusable Delays/Force Majeure 36 GC 1.9.11. Termination 37 GC 1.9.12. Compliance with Laws and Regulations 39 GC 1.9.13. Changes of Law 39 GC 1.9.14. Governing Law and Choice of Forum 39 GC 1.9.15. Disputes 39 GC 1.9.16. Maintenance of Records; Access by Agency; Right to Audit Records 41 GC 1.9.17. Confidential Information 42 GC 1.9.18. Conflicts of Interest, Gratuities 43 GC 1.9.19. General Nondiscrimination Clause 43 GC 1.9.20. Amendment and Waiver 43 GC 1.9.21. Remedies not Exclusive 43 GC 1.9.22. Counterparts 43 GC 1.9.23. Severability 44 GC 1.9.24. Third-Party Beneficiaries 44 GC 1.9.25. Assignment of Contract 44 GC 1.9.26. Independent Parties 44 GC 1.9.27. Survival 44 GC 1.10 Agency-Specific Provisions 45 SECTION 4: SPECIAL PROVISIONS 46 SP 1.1 Inspection, Tests and Repairs 46 SP 1.1.1 Pilot Bus 46 SP 1.1.2 Configuration and Performance Approval 46 SP 1.1.3 First Article Inspection – Production 46 SP 1.1.4 Post-Delivery Tests 47 SP 1.1.5 Repairs after Non-Acceptance 47 SP 1.1.6 Repair Performance 47 SP 1.2 Deliveries 48 SP 1.2.1 Bus Delivery 48 SP 1.2.2 Delivery Schedule 48 SP 1.2.3 Contract Deliverables 48 SP 1.3 Options and Option Pricing 51 SP 1.4 Assignability of Options 52 SP 1.5 Payment 52 SP 1.5.1 Payment Terms 52 SP 1.5.2 Performance Guarantee (Optional) 54 SP 1.5.3 Payment of Taxes 55 SP 1.6 Liquidated Damages for Late Delivery of the Bus 55 SP 1.7 Service and Parts 56 SP 1.7.1 Contractor Service and Parts Support 56 SP 1.7.2 Documentation 56 SP 1.7.3 Parts Availability Guarantee 56 SP 1.7.4 Agency-Furnished Property 57 SP 1.8 Federal Motor Vehicle Safety Standards (FMVSS) 57 SP 1.9 Insurance 57 SP 1.10 Software Escrow Account 58 SP 1.11 Sustainability 58 SP 1.12 Agency-Specific Provisions 59 SECTION 5: FEDERAL REQUIREMENTS 60 FR 1.1 Access to Records 60 FR 1.1.1 Local Governments 60 FR 1.1.2 State Governments 60 FR 1.2 Federal Funding, Incorporation of FTA Terms and Federal Changes 60 FR 1.3 Federal Energy Conservation Requirements 61 FR 1.4 Civil Rights Requirements 61 FR 1.5 No Government Obligation to Third Parties 62 FR 1.6 Program Fraud and False or Fraudulent Statements or Related Acts 62 FR 1.7 Suspension and Debarment 63 FR 1.8 Disadvantaged Business Enterprise (DBE) 63 FR 1.9 Clean Water Requirements 63 FR 1.10 Clean Air Requirements 63 FR 1.11 Compliance with Federal Lobbying Policy 64 FR 1.12 Buy America 64 FR 1.13 Testing of New Bus Models 64 FR 1.14 Pre-Award and Post-Delivery Audits 65 FR 1.15 Cargo Preference 65 FR 1.16 Fly America 66 FR 1.17 Contract Work Hours and Safety Standards Act 66 SECTION 6: TECHNICAL SPECIFICATIONS 67 Scope 67 Definitions 67 Referenced Publications 72 Legal Requirements 73 Overall Requirements 73 Weight 73 Capacity 73 Service Life 73 Maintenance and Inspection 73 Interchangeability 74 Training 74 Operating Environment 75 Noise 75 Fire Safety 75 Respect for the Environment 76 Physical Size 77 Bus Length 77 Bus Width 78 Bus Height 78 Step Height 78 Underbody Clearance 78 Ramp Clearances 78 Ground Clearance 79 Floor Height 80 Interior Headroom 80 Aisle Width 80 Power Requirements 80 Top Speed 80 Gradability 81 Acceleration 81 Operating Range 81 Fuel Economy (Design Operating Profile) 82 Hybrid 84 Engine 84 Engine (CNG) 85 Propulsion System (Hybrid) 85 Cooling Systems 87 Engine Cooling 87 Charge Air Cooling 89 Transmission Cooling 89 Hybrid Drive System Cooling 89 Transmission (Conventional Powertrain) 89 Retarder 91 Mounting 92 Service 92 Hydraulic Systems 93 Fluid Lines 93 Fittings and Clamps 93 Charge Air Piping 94 Radiator 94 Oil and Hydraulic Lines 94 Fuel 94 Fuel Lines 94 Design and Construction 95 Emissions and Exhaust 99 Exhaust Emissions 99 Exhaust System 99 Exhaust Aftertreatment 99 Particulate Aftertreatment 100 General 100 Design 100 Altoona Testing 100 Structural Validation 101 Distortion 101 Resonance and Vibration 101 Engine Compartment Bulkheads 101 Crashworthiness 101 Corrosion 102 Towing 102 Jacking 103 Hoisting 104 Floor 104 Design 104 Strength 104 Construction 105 Platforms 105 Driver’s Area 105 Driver’s Platform 106 Farebox 106 Rear Step Area to Rear Area 107 Wheel Housing 107 Design and Construction 107 Articulated Joint 108 Raceway 108 Bellows 109 Suspension 109 General Requirements 109 Alignment 109 Springs and Shock Absorbers 109 Wheels and Tires 111 Wheels 111 Tires 111 Steering 112 Steering Axle 112 Wheel 112 Drive Axle 113 Non-Drive Axle 114 Turning Radius 114 Brakes 115 Service Brake 115 Actuation 115 Friction Material 115 Hubs and Drums 116 Parking/Emergency Brake 116 Interlocks 117 Passenger Door Interlocks 117 Pneumatic System 117 General 117 Air Compressor 118 Air Lines and Fittings 118 Air Reservoirs 119 Air System Dryer 119 Overview 119 Modular Design 120 Environmental and Mounting Requirements 120 Hardware Mounting 121 General Electrical Requirements 121 Batteries 121 Grounds 125 Low Voltage/Low Current Wiring and Terminals 125 Electrical Components 126 Electrical Compartments 126 General Electronic Requirements 126 Wiring and Terminals 127 Multiplexing 128 General 128 System Configuration 128 Data Communications 128 General 128 Drivetrain Level 129 Multiplex Level 129 Electronic Noise Control 131 Driver’s Area Controls 131 General 131 Glare 131 Visors/Sun Shades 131 Driver’s Controls 132 Normal Bus Operation Instrumentation and Controls 132 Driver Foot Controls 137 Brake and Accelerator Pedals 137 Driver Foot Switches 138 Driver’s Amenities 138 Coat Hanger 138 Drink Holder 139 Storage Box 139 Windshield Wipers and Washers 139 Windshield Wipers 139 Windshield Washers 140 Driver’s Seat 141 Dimensions 141 Seat Belt 143 Adjustable Armrest 144 Seat Control Locations 144 Seat Structure and Materials 144 Pedestal 145 Seat Options 145 Mirrors 145 Street-Side Mirrors 146 General 147 Windshield 147 Glazing 148 Driver’s Side Window 148 Side Windows 149 Configuration 149 Emergency Exit (Egress) Configuration 150 Configuration 151 Materials 152 Rear Window 154 Capacity and Performance 155 Controls and Temperature Uniformity 157 Air Flow 159 Passenger Area 159 Driver’s Area 159 Controls for the Climate Control System (CCS) 160 Driver’s Compartment Requirements 160 Driver’s Cooling 160 Air Filtration 161 Roof Ventilators 161 Maintainability 162 Entrance/exit area heating 162 Floor-Level Heating 163 Design 163 Materials 164 Roof-Mounted Equipment 164 Pedestrian Safety 164 Repair and Replacement 164 Side Body Panels 164 Rain Gutters 165 License Plate Provisions 165 Rub rails 165 Fender Skirts 165 Wheel covers 166 Splash Aprons 166 Service Compartments and Access Doors 166 Access Doors 166 Access Door Latch/Locks 167 Bumpers 167 Location 167 Front Bumper 167 Rear Bumper 168 Bumper Material 168 Finish and Color 168 Appearance 168 Decals, Numbering and Signing 170 Passenger Information 170 Exterior Lighting 170 Backup Light/Alarm 171 Doorway Lighting 171 Turn Signals 171 Headlights 171 Brake Lights 172 Service Area Lighting (Interior and Exterior) 172 General Requirements 172 Interior Panels 173 Driver Area Barrier 174 Modesty Panels 174 Front End 175 Rear Bulkhead 175 Headlining 175 Fastening 175 Insulation 176 Floor Covering 176 Interior Lighting 177 Passenger 177 Driver Area 178 Seating Areas 178 Vestibules/Doors 178 Step Lighting 178 Ramp Lighting 178 Turntable Lighting 178 Farebox Lighting 178 Fare Collection 179 Interior Access Panels and Doors 179 Floor Panels 180 Passenger Seating 180 Arrangements and Seat Style 180 Rearward Facing Seats 181 Turntable Seating 181 Padded Inserts/Cushioned Seats 181 Drain Hole in Seats 182 Hip-to-Knee Room 182 Foot Room 182 Aisles 183 Dimensions 183 Structure and Design 183 Construction and Materials 185 Passenger Assists 185 Assists 186 Front Doorway 186 Vestibule 186 Rear Doorway(s) 186 Overhead 187 Longitudinal Seat Assists 188 Wheel Housing Barriers/Assists 188 Passenger Doors 188 Materials and Construction 189 Dimensions 190 Door Glazing 191 Door Projection 191 Door Height Above Pavement 192 Closing Force 192 Actuators 192 Rear Door Interlocks 193 Emergency Operation 193 Door Control 193 Door Controller 194 Door Open/Close 194 Accessibility Provisions 195 Loading Systems 195 Lift 195 Loading System for 30- to 60-ft Low-Floor Bus 196 Loading System for Level Boarding on a 45- to 60-ft Low-Floor BRT 197 Wheelchair Accommodations 197 Interior Circulation 198 Destination Signs 198 Passenger Information and Advertising 199 Interior Displays 199 Exterior Displays 199 Passenger Stop Request/Exit Signal 199 Communications 200 Camera Surveillance System 200 Public Address System 201 Automatic Passenger Counter (APC) 201 Radio Handset and Control System 201 SECTION 7: WARRANTY REQUIREMENTS 202 WR 1.1 Basic Provisions 202 WR 1.1.1 Warranty Requirements 202 WR 1.1.2 Contractor Warranty 202 WR 1.1.3 Complete Bus 202 WR 1.1.4 Body and Chassis Structure 202 WR 1.1.5 Propulsion System 202 WR 1.1.6 Emission Control System (ECS) 202 WR 1.1.7 Subsystems 203 WR 1.1.8 Extended Warranty 203 WR 1.1.9 Serial Numbers 204 WR 1.1.10 Extension of Warranty 204 WR 1.1.11 Voiding of Warranty 204 WR 1.1.12 Exceptions and Additions to Warranty 204 WR 1.1.13 Pass-Through Warranty 205 WR 1.1.14 Superior Warranty 205 WR 1.1.15 Fleet Defects 205 WR 1.1.16 Occurrence and Remedy 205 WR 1.1.17 Exceptions to Fleet Defect Provisions 206 WR 1.2 Repair Procedures 206 WR 1.2.1 Repair Performance 206 WR 1.2.2 Repairs by the Contractor 206 WR 1.2.3 Repairs by the Agency 206 WR 1.2.4 Parts Used 206 WR 1.2.5 Contractor-Supplied Parts 206 WR 1.2.6 Defective Component Return 206 WR 1.2.7 Failure Analysis 207 WR 1.2.8 Reimbursement for Labor and Other Related Costs 207 WR 1.2.9 Reimbursement for Parts 207 WR 1.2.10 Reimbursement Requirements 207 WR 1.2.11 Warranty after Replacement/Repairs 207 WR 1.2.12 Warranty Processing Procedures 207 WR 1.2.13 Forms 208 WR 1.2.14 Return of Parts 208 WR 1.2.15 Timeframe 208 WR 1.2.16 Reimbursements 208 SECTION 8: QUALITY ASSURANCE 210 QA 1.1 Contractor’s In-Plant Quality Assurance Requirements 210 QA 1.1.1 Quality Assurance Organization 210 QA 1.1.2 Organization Establishment 210 QA 1.1.3 Control 210 QA 1.1.4 Authority and Responsibility 210 QA 1.1.5 Quality Assurance Organization Functions 210 QA 1.1.6 Minimum Functions 210 QA 1.1.7 Basic Standards and Facilities 210 QA 1.1.8 Maintenance of Control 211 QA 1.1.9 Manufacturing Control 211 QA 1.1.10 Inspection System 212 QA 1.2 Inspection 212 QA 1.2.1 Inspection Stations 212 QA 1.2.2 Resident Inspectors 212 QA 1.2.3 Resident Inspector’s Role 212 QA 1.2.4 Pre-Production Meetings 213 QA 1.2.5 Authority 213 QA 1.2.6 Support Provisions 213 QA 1.2.7 Compliance with Safety Requirements 213 QA 1.3 Acceptance Tests 214 QA 1.3.1 Responsibility 214 QA 1.3.2 Pre-Delivery Tests 214 QA 1.3.3 Visual and Measured Inspections 214 QA 1.3.4 Total Bus Operation 214 QA 1.4 Agency-Specific Requirements 215 Attachment A: New Bus Manufacturing Inspection Guidelines 216 Pre-production meeting 216 Responsibilities 216 Agency 216 Manufacturer 216 Inspector 216 Build schedule 217 Plant tour (if meeting at OEM’s location) 217 Prototype/pilot vehicle production 217 Visual and measured inspections 218 Total bus operation 218 Post-delivery tests 218 Prototype/pilot vehicle acceptance 218 Buy America audit 220 Resident inspection process for serial production 220 Inspector responsibilities 220 Inspector rotation/scheduling 221 Resident inspector orientation 221 Audits, inspections and tests 221 Vehicle inspections 221 Water test inspection 222 Road test inspection 222 Interior inspection 222 Hoist/undercarriage inspection 223 Exterior inspection 223 Electrical inspection 223 Wheelchair ramp inspection 223 Audits 224 Communications 224 Documentation 224 Vehicle release for delivery 225 Post-delivery and final acceptance 225 Certificate of Acceptance 225 SECTION 9: FORMS AND CERTIFICATIONS 226 CER 1.1 Proposer’s Checklist 226 CER 1.2 Request for Pre-Offer Change or Approved Equal 227 CER 1.3 Acknowledgement of Addenda 228 CER 1.4 Contractor Service and Parts Support Data 229 CER 1.5 Form for Proposal Deviation 230 CER 1.6 Pricing Schedule 231 CER 1.7 Pre-Award Evaluation Data Form 232 CER 1.8 Federal Certifications 234 CER 1.8.1 Buy America Certification 234 CER 1.8.2 Debarment and Suspension Certification for Prospective Contractor 235 CER 1.8.3 Debarment and Suspension Certification (Lower-Tier Covered Transaction) 236 CER 1.8.4 Non-Collusion Affidavit 237 CER 1.8.5 Lobbying Certification 238 CER 1.8.6 Certificate of Compliance with Bus Testing Requirement 239 CER 1.8.7 DBE Approval Certification 240 CER 1.8.8 Federal Motor Vehicle Safety Standards 241 CER 1.9 Other Certifications 242 CER 1.9.1 Proposal Form 242 CER 1.9.2 Notice of Award 243 CER 1.10 Vehicle Questionnaire 244 SECTION 10: CONTRACT 256 SECTION 11: APPENDIXES 257 Appendix A: Guidelines for Calculating Liquidated Damages 257 Appendix B: Guidelines for Calculating Early Delivery Incentives 259 Appendix C: Examples of Evaluation Criteria 260 Appendix D: Sample Contract 266 Appendix E: Sample Performance Bond Form 268 Appendix F: Sample Assignment of an Option to Purchase Agreement 270 Appendix G: Example of a Software Escrow Agreement 271 References 281 Abbreviation and Acronyms 282 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 contract form for the transit industry 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 1.62 Mb. 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