REQUEST FOR PROPOSAL

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1 REQUEST FOR PROPOSAL ELECTRICAL PROTECTIVE RELAY Indefinite Delivery Indefinite Quantity (IDIQ) New and Existing Medium Voltage Switchgear University of Arkansas Campus Fayetteville, Arkansas October 25, 2013 In association with

2 TABLE OF CONTENTS Section Name Page Notice for Proposals Instructions for Proposers Standard Terms and Conditions Contract Information Proposal Form Technical Specifications Bill of Materials to be Furnished at Request of Owner APPENDICIES 48 Appendix 1 Appendix 2 Appendix 3 Appendix 4 Appendix 5 Appendix 6 Contract and Grant Disclosure Form Equal Opportunity Policy Disclaimer Illegal Immigrant Certification Form State Prevailing Wage Rates Excel Spreadsheet Relay Pricing & Feature Comparison Prototype Switchgear Retrofit Reference Drawings 2

3 NOTICE FOR PROPOSALS 1. The University of Arkansas is requesting proposals from qualified equipment Vendors to furnish and deliver complete and fully operational electrical medium voltage protective relays to be used in; (a) campus new medium voltage switchgear for new construction and (b) renovation/retrofit of existing medium voltage switchgear projects at the University of Arkansas in Fayetteville. The intent of the University of Arkansas (UA) is to award at least one contract for Indefinite Delivery and Indefinite Quantity (IDIQ) of equipment specified in the Request for Proposals (RFP.) More than one contract may be awarded if it is determined to be in the best interest of the UA. 2. Quantities and specific sizes and/or types of equipment described in the Request for Proposal are estimates only for the purposes of evaluation of proposals, and the University of Arkansas reserves the right to purchase more or less equipment at any time during the term of the contract. The initial contract term will be one year, but the University of Arkansas may renew the contract annually up to six (6) additional years. 3. A Pre-proposal Conference will be held on November 5, 2013 at 10:00 a.m. local time, in the main conference room (FAMA A103) of Facilities Management, 521 South Razorback Road, Fayetteville, Arkansas. 4. The sealed Proposal will be due in the Office of Business Affairs, The University of Arkansas, Room 321, Administration Building, Fayetteville, Arkansas 72701, not later than 2:00 p.m. on November 19, 2013, at which time the sealed RFP will be opened. Five (5) total printed copies, at least one (1) of which must have an original signature, and one (1) electronic copy (on one CD or flash drive) of the complete proposal will be required. 5. Proposals will be received and acknowledged by Purchasing Services in a public opening. Proposals will be privately evaluated by the selection team. Vendors submitting Proposals will be notified of selection within sixty (60) calendar days after designated closing time for the receipt of Proposals. Upon request Vendors may be required to present an overview of the proposals to the UAF evaluation and selection team. 6. The full Request for Proposals (RFP) is available for download at Copies of the RFP may also be obtained from the office of TME Inc., 2039 Green Acres Road, Fayetteville, AR 72703; phone (479) END OF SECTION 3

4 00200 INSTRUCTIONS FOR PROPOSERS 1. PROJECT SCOPE OVERVIEW: The services provided by the Vendor under this RFP shall be the supply of electrical medium voltage protective relays, including delivery, necessary training for Owner s personnel, application engineering assistance for the equipment, installation, commissioning, programming, and warranty services as specified. 2. The Vendor s field service team or his approved contractor shall have a current Arkansas general contractor s license for field installation services conducted on the owner s site. The selected Vendor shall install all systems in accordance with the engineering drawings, code requirements and the manufacturer s recommendations. The system Vendor will be required to provide equipment, submittal documents (shop drawings and maintenance manuals), and coordinate equipment delivery, attend any University coordination meetings and install complete and operational systems. 3. It is the intent of the University of Arkansas (UA) to contract for the supply of electrical medium voltage protective relays for a period of one (2) year, beginning on the date of issue of the written University of Arkansas Purchase Order or Contract, with annual options to renew the contract for additional one (1) year periods up to five (5) renewals at the sole discretion of the UA. The prices provided in the Proposal by the selected Vendor will be incorporated into the first-year contract or purchase order. 4. The purchase order or contract will be utilized by UA Facilities Management for procurement of equipment for new and existing switchgear lineups. However, the University may assign the procurement of the electrical medium voltage protective relays to contractors/electrical equipment manufacturers working on University projects, and the successful Vendor shall extend the same pricing to those authorized contractors/electrical equipment manufacturers of the University as if directly purchased by the University under the same terms and conditions of this agreement. The University reserves the right to place orders against this contract in either large or small lots, whichever is in the best interest of the University. 5. The form of the contract shall be a University of Arkansas Purchase Order or Contract, containing reference to these requirements and the successful Vendor(s) proposal or assignment to a Contractor under contract to the University. 6. This agreement with the Vendor in no way prohibits the University from procuring electrical medium voltage protective relays components and equipment by other means or from other equipment providers if it is deemed to be in the best interest of the University. 7. Cost increases at contract renewal will be negotiated with certain limitations and will require justification on behalf of Vendor's manufacturer. If in the sole opinion of the University, the pricing does not remain competitive, or if service or product quality becomes unsatisfactory, the University reserves the right to terminate the contract with thirty (30) days written notice. 8. Proposals not fully compliant with all sections of the Request for Proposal may be deemed nonresponsive and may not be evaluated. However, the University reserves the right to waive any formality or irregularity in any Proposal if deemed to be in the best interest of the University. In addition, the University reserves the right to reject any or all Proposals. 4

5 9. If language in this RFP differs from other language in the University of Arkansas Standard Terms and Conditions or other standard forms, the language in this RFP shall govern. 10. Unless dictated by other specific project contract documents which may take precedence, all new equipment shall have a parts and labor warranty for a minimum period ending eighteen (18) months from the date of shipment or one (1) year from startup, whichever occurs first. 11. All prices in the Proposal shall include mileage and travel expenses. Mileage and travel expenses for all support, maintenance, or any other on-site service performed under IDIQ contracts resulting from this RFP will not be reimbursed by the University. 12. Proposals shall be delivered by the time and to the place stipulated in Section 00100, Notice to Proposers, in this Request for Proposal. It is the sole responsibility of the Vendor to see that Proposals are received on, or prior to, the designated closing time and delivered to the designated location for receipt of Proposals. Proposals received after the designated closing time for any reason, at the sole discretion of the University, may not be considered. 13. Clarifications: All questions regarding the Proposal shall be submitted to the consulting engineering firm TME Inc in writing ( to mfrancis@tmecorp.com). Questions must be submitted no later than five (5) calendar days prior to the scheduled closing time for the receipt of Proposals. Clarifications to questions will be in the form of a written addendum to the RFP. 14. Any addenda issued during the time of submission of Proposals shall be addressed in the Proposal and shall be made a part of the Contract. Receipt of the addenda shall be acknowledged on the Proposal Price Form in the location provided. No addenda will be issued later than three (3) working days prior to the designated closing time for receipt of Proposals, except as an addendum withdrawing the Request for Proposal, or one that includes a postponement of the designated closing time for receipt of Proposals. Vendors shall ascertain, prior to submitting a Proposal, that the Vendor has received all issued addenda. 15. During the term of the Purchase Order or Contract for the successful Vendor, the University intends to utilize the services of its own staff and various engineers and architects for design services. Successful Vendors shall provide all required application engineering/design, and technical assistance services to these parties for the execution of University-related work at no additional cost. 16. Any Vendor may withdraw their Proposal, either personally or by written request, at any time prior to the scheduled closing time for receipt of Proposals. 17. Failure to Receive a Purchase Order: In the event that the selected Vendor fails to receive a Notice of Intent to Award within 60 days as defined in Section Standard Terms and Conditions, the selected Vendor and the University shall be unconditionally released of all obligations, and the University shall not be responsible for any associated costs to the Vendor. The selected Vendor and the Owner, however, may decide to proceed with the purchase based upon revised terms and conditions that are agreeable to both parties. 5

6 18. Shop Drawings, Submittal Documents, and Maintenance Manuals and Owner s Computerized Maintenance Management System (CMMS) Information: It should be noted that the selected Vendor shall furnish to the Owner one (1) printed copy and one (1) electronic copy (on a CD) of the Vendor s standard product and performance data if awarded a purchase order or contract. Standard product and performance data shall be updated and delivered on an annual basis. In addition, the selected Vendor shall provide up to ten (10) copies of project specific information for each project as required by the Owner or the project design team or construction documents, including but not limited to shop drawings, submittal documents, and operation & maintenance manuals and completed equipment information data sheets for entry into the Owner s CMMS. Upon the request of the Owner, Vendor shall also provide three references where similar installations and systems have been provided. Prices shown in Section Proposal Form shall include preparation and delivery of all information described above. 19. Proprietary Information: Proprietary information, if any, submitted in response to this RFP will be processed in accordance with the applicable University of Arkansas Procurement procedures. All material submitted in response to this RFP becomes the public property of the State of Arkansas and will be a matter of public record and open to public inspection subsequent to proposal opening as defined by the Arkansas Freedom of Information Act. The respondent is hereby cautioned that any part of its proposal that is considered confidential, proprietary, or a trade secret, must be labeled as such and submitted in a separate envelope along with the proposal, and can only be protected to the extent permitted by Arkansas Law. Comingling of proprietary/confidential and other proposal information is NOT acceptable. Neither a proposal, in its entirety, nor proposal pricing will be considered proprietary/confidential information after a proposal opening has been accomplished and awarded. Any information that will be included in any resulting contract cannot be considered proprietary/confidential. 20. Ethical Standards: It shall be a breach of ethical standards for a person to be retained, or to retain a person, to solicit or secure a state contract upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee, except for retention of bona fide employees or bona fide established commercial selling agencies maintained by the contractor for the purpose of securing business 20 FORM OF THE PROPOSAL The form of the proposal shall consist of the items noted below. A. Submit five (5) total printed copies, at least one (1) of which must have an original signature, and one (1) electronic copy (on one CD or flash drive) of complete sets of the following in a sealed opaque envelope bearing the title of the RFP and the name of the Vendor: the Proposal Forms in Section 00500, the Contract and Grant Disclosure Form, The Equal Opportunity Policy Disclaimer, and the Illegal Immigrant Certification Form. All documents shall be signed by the person or persons legally authorized to bind the Vendor to an Agreement. In addition, submit five (5) printed copies and one (1) electronic copy of descriptive and technical literature described in Item 25 below. B. The Company Confidential Information Request List in Section and any additional information required for a complete response relating to financial competitiveness, market share, or information that can be construed to be privileged, shall be submitted in a sealed opaque envelope bearing the NAME and SIGNATURE of the official agent for the Vendor, the 6

7 title of the RFP and the name of the Vendor, and clearly marked "Company Confidential". Each page of information contained in this envelope shall be individually marked with the name of the Vendor and clearly marked "Company Confidential". Vendors are encouraged to consult the Arkansas FOI Act to determine what type of information can be deemed Company Confidential. 21. All cost proposals shall be made on the Proposal Price Form in Section unless directed to provide information is the mandatory Appendix 5 Excel spreadsheet. If additional space is needed beyond what is provided on the form, blank sheets of paper may be referenced on the Proposal Price Form and attached. 22. Vendors shall provide descriptive and technical literature, and complete specifications applicable to each item included in their proposal. It is recommended that Vendors highlight features and capabilities that may exceed the minimum requirements in the specifications, and provide documentations to justify such claims. Vendors shall provide requested information organized and bound in three (3) ring "D" style binders containing the technical submittals, company information, and all other remaining information neatly tabbed and indexed. Vendors are encouraged to provide any information that will assist the University in comparing the Vendor's offering to the Evaluation Criteria. A. Service Capability of Local Office: Describe the location, distance, travel/response time for normal and emergency service (as a maximum of 24 hours), the service capabilities of the local service office and staff as related to electrical medium voltage protective relays installation and service. B. Company s Customer References: Provide a minimum of (5) customer references with a description of the project or service provided by the current staff employed by the office and contact information. These references should be willing to have University personnel visit with operating staff. C. Prototype Switchgear Retrofit Price: Appendix 6 has drawings and information related to an existing medium voltage switchgear lineup on the owner s site. This MV switchgear lineup is the main service entrance to the campus from the serving utility and distributes approximately 75% of the entire campus electrical consumption. Use the information in Appendix 6 to develop a price to retrofit the existing switchgear with new MV protective relays. In addition to price (a description of what to include in the price is stated in the Bid Form) provide the following information: 1. Project Management approach. 2. Site investigation approach and duration. 3. Risk management and mitigation approach/plan/strategy. 4. Additional protection features realisable 5. Top level bill of materials. 6. Implementation approach to phasing/duration/minimizing downtime 7

8 7. Commissioning/close out process. The Owner recognizes this type of task requires significant input and coordination between the vendor and the owner. Please state all assumptions being considered or are implied as part of the response to the seven topics above. D. Catalog Information for General Parts and Materials: Provide parts and material catalog published by the electrical medium voltage protective relays manufacturer including list pricing using the attached Excel spreadsheet (Appendix 5). E. Service Technician Rate: Provide the hourly rate indicated on the Proposal Form for an electrical medium voltage protective relay Service Technician. The amount for labor provided below shall be an hourly rate. The rates shall include all costs (including but not limited to direct labor, labor burden, small tool allowance, consumables, cellular phone allowance, overhead, and profit) with the exception of sales tax and performance and payment bonds. In addition provide the cost of mobilization and cost of each overnight stay on site per technician, if applicable, based upon the local office location. Hourly rates only apply to the time on the owner s site conducting work. F. Proprietary Software: Describe any software necessary to the electrical medium voltage protective relay system operation, maintenance, programming, database management, system administration, or any other special applications that you will be unwilling to provide to the University, if any, including the software s intended use. Any software provided would be for the sole use of the University of Arkansas at Fayetteville, utilized by the University staff and would not be transmitted to any other party. Include a copy of any licensing agreements that you would require to be executed in order to provide the necessary software. G. Vendor Training: The University intends to develop limited engineering and software/hardware expertise so that the University can conduct fault finding at system level, have replacement capability of faulty equipment, program, operate and maintain electrical medium voltage protective relays as necessary. In order to support this end result, a significant investment in staff training may be necessary. The Vendor shall provide a detailed training plan for two field technicians, including the location of the training. The direct cost to the University, including tuition but excluding travel expenses, shall be provided in the Proposal. The University s selection team will calculate travel expenses based on the training location for comparison purposes. H. Relay Features: Use the attached Excel spreadsheet (Appendix 5) to enter in the various relay technical features by way of comparison. Enter the product model/part number as appropriate and check the features of each relay offering. Follow the instructions on the front of Appendix 5. 8

9 23. PROPOSAL EVALUATION CRITERIA The University will utilize an evaluation team for the evaluation of this RFP. An award will be made to the vendor who receives the most points based upon the following evaluation criteria (Refer to Section Proposal Form for more information regarding pricing criteria shown below): Criteria Total Available Points 1. Prototype Switchgear Retrofit Pricing (From Section Proposal): Proposal with the lowest grand total of pricing for the MV relays described in the Proposal Form will receive 55 points. Remaining proposals shall receive points in accordance with the following formula: (a/b) c = d, where: 55 a = the lowest cost bid b = the second (third, fourth, etc.) cost bid c = the maximum number of points allowed (55) d = number of points allocated 2. Catalog Parts and Materials Multiplier (From Section Proposal): Proposal with lowest multiplier will receive 5 points. Remaining proposals shall receive points in accordance with the formula above Service Technician Hourly Rate (From Section Proposal): Proposal with lowest Hourly and Travel/Subsistence Rates will receive 15 points. Remaining proposals shall receive points in accordance with the formula above: Service Capability (From Section Proposal): Electrical medium voltage protective relay Vendor shall, as a minimum, have a service technician and office located such that the Vendor can provide a maximum twenty-four hour response time. Vendor shall provide documentation and information describing in full, service capabilities, service personnel, and response times. Points will be allocated by the selection committee on a subjective basis. 6. Technical Review of Equipment, Materials, and Workmanship (From Section Proposal): Points will be allocated by the selection committee on a subjective basis. Factors considered will include, but not be limited to: technical information provided by the Vendor, discussions with references, site visits to similar installed systems, and product

10 demonstrations if requested. 7. Training Plan for University Personnel (From Section Proposal): Points will be allocated by the selection committee on a subjective basis based on information provided by the Vendor. Factors such as the comprehensiveness of the training plan, overall depth of knowledge conveyed, and relative value to University staff to accomplish their mission will be the primary criteria. 10 TOTAL RFP EVALUATION PROCESS A. The RFP Proposals will be opened publicly at the time specified for the opening of proposals in this RFP. The name of the Vendor making the proposal will be read aloud at the time of opening. The full RFP proposals will be evaluated privately by the selection committee and will be made available to the public after award of the contract. B. The evaluation of Proposals shall be on a point basis based on the information provided on the Proposal Form, Section 00500, as well as the descriptive and technical literature described in Item 23 above. After preliminarily evaluating the proposals, the University may select two or more Vendors to provide equipment demonstrations as described below. 25. FINAL VENDOR SELECTION A. After preliminarily evaluating the proposals, the University may ask one or more Vendors to perform the following. B. Deliver materials listed in Section to the University of Arkansas Facilities Management for review by the selection committee and/or other designated University staff. Materials shall be delivered to the Receiving Desk, Central Supply, Facilities Management, and should include a shipping ticket listing the individual components. The materials will be held at Facilities Management until the Office of Business Affairs has issued a notice of intent to award to the successful Vendor, at which time each Vendor will be responsible to reclaim their materials through Central Supply within thirty (30) days after the notice of intent to award. C. If requested, provide a demonstration of the equipment to the selection committee, consulting engineer, and designated University staff. 10

11 D. If requested, schedule a time for University staff and the Consulting Engineer to visit the Vendor's service shop for a demonstration of the system, how it is programmed, configured, monitored, installed, etc. E. If requested, arrange for University personnel to visit one of the customer references selected by the University. F. The University may evaluate the physical aspects of the product using a selection committee composed of University staff and/or other individuals identified by the University as having significant knowledge and experience with operation and maintenance of similar equipment. 26. GENERAL TERMS A. For the purposes of this RFP, the words Owner and University both refer to the University of Arkansas at Fayetteville. The words Provider, Proposer, Vendor, and Contractor all refer to qualified companies responding to this RFP who may, if chosen by the selection committee, be awarded a purchase order or contract. However, no warranties or guarantees for contracts or purchase orders are made by describing respondents as Provider, Vendor or Contractor. 27. IDIQ CONTRACT AWARD AND DEVELOPMENT (General) A. It is the intent of the University to negotiate a contract or purchase order with the selected Vendor. In the Proposal Form in Section 00500, Proposers are asked to provide proposed total costs of Standard electrical medium voltage protective relay Pricing, Catalog Parts and Materials Multiplier, Non-Standard Equipment Multiplier, Labor Rates, and other cost items, including multipliers. The IDIQ contract or purchase order will include these costs and/or multipliers for associated items. However, the University may also negotiate with the selected Vendor to include similar prices in the contract or purchase order for other systems, accessories and and/or options. During these negotiations, the University may expect multipliers for additional items to be numerically similar to the multipliers listed in the Proposal. 28. IDIQ CONTRACT DEVELOPMENT (SPECIFIC): A. Direct UA Purchase: When UA purchases materials, equipment and services directly from the Provider using an IDIQ agreement, the price shall be developed and approved in accordance with the process outlined below: 1. Pricing: The Vendor shall develop the price for the materials, equipment, and services using the method established by the IDIQ agreement. The Provider shall provide a detailed calculation of the price to the system designer. The calculation of the price shall be accomplished using an Excel spreadsheet workbook. The workbook shall include a summary spreadsheet and a spreadsheet for each non-standard system. The workbook shall identify all costs. 2. Review and Approval of Pricing: The system designer shall review the spreadsheet workbook provided by the Vendor. The system designer shall verify system quantities and all costs and adjustments. If the price is not in accordance with the terms and 11

12 conditions of the IDIQ agreement or is otherwise incorrect, the system designer shall forward a list of the discrepancies to the Vendor. The Vendor shall then revise and resubmit the spreadsheet workbook as required. If the price is acceptable, the system designer shall forward the price and supporting documentation to the UA employee responsible for purchasing the materials, equipment, and services. 3. UA Purchase Order: The UA employee responsible for purchasing the materials, equipment, and services shall forward a purchase order to the Vendor. The purchase order amount shall be equal to the price established using the process outlined above. B. Assignment to a new Original Equipment Manufacturer (OEM) of Medium Voltage Switchgear: The contract amounts for future projects priced under a VFD IDIQ agreement that are assigned to a Medium Voltage Switchgear OEM for inclusion in their product shall be developed and approved in accordance with the process outlined below: 1. Pricing: The Vendor shall develop the price for the materials, equipment, and services using the method established by the IDIQ agreement. The Vendor shall provide a detailed calculation of the price to the system designer. The calculation of the price shall be accomplished using an Excel spreadsheet workbook. The workbook shall include a summary spreadsheet and a spreadsheet for each non-standard system. The workbook shall identify all costs. 2. Review and Approval of Pricing: The system designer shall review the spreadsheet workbook provided by the Vendor. The system designer shall verify system quantities and all costs and adjustments. If the price is not in accordance with the terms and conditions of the IDIQ agreement or is otherwise incorrect, the system designer shall forward a list of the discrepancies to the Vendor. The Vendor shall then revise and resubmit the spreadsheet workbook as required. If the price is acceptable, the system designer shall forward the price and supporting documentation to the UA Facilities Management Department for review and approval. 3. Assignment to a medium voltage switchgear OEM: The vendor shall establish a supply agreement with the medium voltage switchgear OEM to provide materials, equipment and services using the method established by the IDIQ agreement. The materials, equipment and services shall be shipped directly from the vendor to the medium voltage switchgear OEM for installation and integration in the medium voltage switchgear OEM s manufacturing facility. Field installed materials, equipment and services shall not be acceptable, unless required by the means and methods for shipping, installation and commissioning as dictated by the particular construction project constraints. 29. Lead Time: The University expects lead-time to conform to the industry norm of six (6) weeks or less from the receipt of order to delivery at the University s receiving dock. Failure to meet leadtime requirements may be grounds for termination (see also Section 0400 Paragraphs 12 and 14.) END OF SECTION 12

13 00300 STANDARD TERMS AND CONDITIONS 1. GENERAL A. All proposals submitted shall be in compliance with the standard terms and conditions set forth herein. The proposal procedures followed by the University of Arkansas will be in accordance with these conditions. Therefore, all vendors are urged to read and understand these conditions prior to submitting a response to this request for proposal. 2. PREPARATION OF PROPOSALS A. Failure to examine any drawings, specifications, and instructions will be at proposer s risk. B. All prices and notations must be printed in ink or typewritten. No erasures are permitted. Errors may be crossed out and corrections printed in ink or typewritten adjacent, and must be initialed in ink by person signing the proposal. C. Brand Name References: Unless specified No Substitute, any catalog brand name or manufacturer s reference used in the proposal invitation is descriptive only, not restrictive, and used to indicate the type and quality desired. If proposing other than referenced specifications, the proposal must show the manufacturer, Brand or trade name, and other descriptions, and should include the manufacturer s illustrations and complete descriptions of the product offered. The University reserves the right to determine whether a substitute offered is equivalent to and meets the standards of the item specified, and the University may require the proposer to supply additional descriptive material, samples, or demonstrators. The proposer guarantees that the product offered will meet or exceed the referenced product and/or specifications identified in this proposal invitation. If the proposer takes no exception to the specifications, the proposer will be required to furnish the product exactly as specified in the invitation. D. Samples: Samples or demonstrators, when requested, must be furnished free of expense to the University. All demonstrators will be returned after reasonable examination. Each sample should be marked with the proposer s name, address, proposal number, and item number. 3. SUBMISSION OF PROPOSALS A. Proposals, modifications or corrections thereof, received after the closing time specified, will not be considered. 4. ACCEPTANCE OF PROPOSALS A. The University reserves the right to accept or reject all or any part of a proposal or any and all proposals, to waive any informality, and to award the proposal to best serve the interest of the University. B. The University has sixty (60) days from the time of the opening of proposals to consider the offerings and issue a notice of intent to award. 13

14 5. ERROR IN THE PROPOSAL A. In case of error in the extension of prices in the proposal, the unit price will govern. No proposal shall be altered or amended after the specified time designated for the opening of the proposals. 6. AWARD A. Contracts and purchases will be made or entered into with the Vendor selected by the selection committee using the criteria and process described in Section Instructions for Proposers. B. When more than one item is specified in the Request for Proposals (RFP), the University reserves the right to select the Vendor either on the basis of the individual items or on the basis of all items included in the RFP, or as expressly stated in the RFP. C. A written purchase order or contract award mailed, or otherwise furnished, to the successful Vendor within the time of acceptance specified in the RFP results in a binding contract without further action by either party. The contract shall not be assignable by the Vendor in whole or in part without the written consent of the University. 7. DELIVERY A. The RFP may show the number of days to place a commodity in the University designated location under normal conditions. If the Vendor cannot meet the stated delivery, alternate delivery schedules may become a factor in award. The University has the right to extend delivery if reasons appear valid. Time of delivery is a significant factor in the University s criteria for award or renewal of a purchase order or contract, and delivery times that exceed maximum delivery times stipulated by the University may be grounds for termination of the contract. B. Delivery shall be made during University work hours only, 8:00 a.m. to 4:30 p.m., unless prior approval for other shipment has been obtained. C. Packing memoranda shall be enclosed with each shipment. 8. TAXES AND TRADE DISCOUNTS A. Include applicable state or local sales taxes in proposal price. Sales tax cost shall be itemized separately. B. Trade discounts should be deducted from the unit price and net price should be shown in the proposal. 9. WAIVER A. The University reserves the right to waive any General Condition, Special Condition, or minor specification deviation when considered to be in the best interest of the University, so long as such waiver is not given so as to deliberately favor any single vendor and that would have the same effect on all vendors. 14

15 10. CANCELLATION A. Any contract or item award may be canceled for cause by either party by giving thirty (30) days written notice of intent to cancel. Cause for the University to cancel shall include, but not limited to, the cost exceeding current market prices for comparable purchases; request for increase in prices during the period of the contract; or failure to perform to contract conditions. The contractor will be required to honor all purchase orders that were prepared and dated prior to the date of expiration or cancellation if received by the contractor within a period of thirty (30) days following the date of expiration or cancellation. Cancellation by the University does not relieve the Contractor of any liability arising out of a default or nonperformance. Cause for the vendor to cancel shall include, but not limited to, the item(s) being discontinued and unavailable from the manufacturer. 11. ADDENDA A. Addenda modifying plans and/or specifications may be issued if time permits. No addendum will be issued within a period of three (3) working days prior to the time and date for when the proposals are due. Should it become necessary to issue an addendum within the three (3) day period prior to the due date, the proposal due date will be reset giving proposer ample time to answer the addendum. B. Only written addenda are part of the official Request for Proposals packet and should be considered. 12. ALTERNATE PROPOSALS A. Vendors must respond to the RFP as stated in order to have their proposals considered. Unless specifically requested, alternate proposals will not be considered in lieu of what is stated. An alternate is considered to be an offering that does not comply with the minimum provisions of the specifications. B. Alternates or features that exceed the minimum provisions of the specifications can be noted for consideration in the overall evaluation, but Vendors are cautioned not to propose pricing representative of these alternates or features as compared to their competitors. 13. PROPOSAL OPENING A. Proposal opening will be conducted open to the public. However, the meeting will serve only to open and read aloud the Vendors making proposals. No discussion will be entered into with any Vendor as to the quality or provisions of the specifications and no award will be made either stated or implied at the proposal opening. END OF SECTION 15

16 1. GENERAL CONTRACT INFORMATION A. The following standard Contract Information is provided for information purposes. The contract procedures followed by the University of Arkansas in executing a purchase order or contract for the selected Vendor will be in accordance with conditions including, but not limited to, the following items. Therefore, all Vendors are urged to read and understand these conditions prior to submitting a response to this request for proposal. 2. As an agency of the State of Arkansas, the University of Arkansas may not contract with another party A. For a period of time, which continues past the end of a fiscal year, unless the contract allows cancellation by the Agency Purchasing Official upon thirty (30) days written notice whenever there are no funded appropriations for the contract. B. To pay any penalties or charges for late payment, or any penalties or charges, which in fact, are penalties for any reason. C. To indemnify, defend, or hold harmless any party for any liability and damages. D. Upon default to pay all sums to become due under a contract. E. To pay damages, legal expenses, or other costs and expenses of any party. F. To continue a contract once the equipment has been repossessed. G. To conduct litigation in a place other than Washington County, Arkansas. H. To agree to any provision of a contract which violates the laws or constitution of the State of Arkansas. 3. A party wishing to contract with the University of Arkansas should: A. Remove any language from its contract which grants to it any remedies other than B. The right to possession. C. The right to accrued payments. D. The right to expenses of de-installation. E. The right to expenses of repair, to return the equipment to normal working order, normal wear and tear excluded. F. The right to recover only amounts due at the time of repossession and any unamortized nonrecurring costs as allowed by Arkansas law. 16

17 G. Include in its contract that the laws of the State of Arkansas govern the contract. H. Acknowledge in its contract that contracts become effective when awarded by the Agency Purchasing Official. 4. The University of Arkansas may contract with another party A. To accept the risk of loss of the equipment and pay for any destruction, loss or damage of the equipment while the University has such risk, when the extent of liability for such risk is based upon the purchase price of the equipment at the time of any loss and the contract required the University to carry insurance for such risk. B. To lease any equipment for a period of time which continues past the end of a fiscal year provided that, in the event funds are not appropriated for the equipment described in the agreement, the Agency Purchasing Official may, upon thirty (30) days written notice to the vendor/lessor, cancel the agreement regarding that equipment for which no appropriations are made. In the event that there are no funded appropriations from which payment can be made for the equipment described in the agreement, the Agency Purchasing Official may upon thirty (30) days written notice to the vendor/lessor, cancel this agreement as to that equipment for which there are no funded appropriations from which payment can be made for the equipment. 5. NON-WAIVER OF DEFAULTS A. Any failure of the University at any time, to enforce or require the strict keeping and performance of any of the terms and conditions of this agreement shall not constitute a waiver of such terms, conditions, or rights, and shall not affect or impair same, or the right of the University at any time to avail itself of same. 6. LACK OF FUNDS A. The University may cancel this contract to the extent funds are no longer legally available for expenditures under this contract. Any delivered but unpaid goods will be returned in normal condition to the contractor by the University. If the University is unable to return the commodities and there are no funds legally available to pay for the goods, the contractor may file a claim with the Arkansas Claims Commission. If the contractor has provided services and there are no longer funds legally available to pay for the service, the contractor may file a claim. 7. GOVERNING LAW A. This agreement shall be construed and governed by the laws of the State of Arkansas. 17

18 8. INSURANCE REQUIREMENTS A. The contractor shall maintain liability insurance and shall file certificates of insurance with the owner prior to commencement of work. Insurance policies shall be written by a company or companies authorized to do business in the State of Arkansas. The limits of liability of such insurance shall be written for not less than the following limits. 1. Workers Compensation as required by the State of Arkansas. 2. Commercial General Liability, with no less than $1,000,000 each occurrence/$2,000,000 aggregate for bodily injury, property damage, products liability, personal injury and contractual liability. 3. Automobile Liability, with no less than $1,000,000 combined and single limit coverage for bodily injury and property damage. 4. Umbrella Liability, with no less than $2,000,000 limit of liability per occurrence. NOTE: Failure to file certificates, or acceptance by the University of certificates of insurance, which do not indicate the specified coverage, shall in no way relieve the Contractor of his responsibility for maintaining adequate insurance. 9. INDEMNIFICATION A. Contractor agrees to indemnify and hold harmless the University and its officers and employees from any claim, damage, liability, injury, expense, or loss, including defense cost and attorney s fees arising out of contractor s performance under this Agreement, or as a consequence of the existence of this agreement. 10. PERMITS AND LICENSES A. Contractor shall, at their sole expense, procure and keep in effect all necessary permits and licenses required for it s performance under this agreement, and shall post or display in a prominent place such permits and/or notices as required by law. 11. WARRANTY A. Unless dictated by other specific contract documents which may take precedence, all new equipment shall have a parts and labor warranty for a minimum period ending eighteen (18) months from the date of shipment or one (1) year from startup, whichever occurs first. 12. TIME OF PERFORMANCE A. Time is of the essence in the rendering of services hereunder. Contractor agrees to perform all obligations and rendering of services set forth in this RFP. 13. CONTRACTING AUTHORITY A. Contractor shall perform all services as an independent contractor and shall discharge all of its liabilities as such. No acts performed or representation made, whether written or oral, by contractor with respect to third parties shall be binding to the University. 18

19 14. DEFAULT OR TERMINATION A. In the event the contractor fails to carry out or comply with any of the Terms and Conditions of the contract with the University, the University may notify the contractor of such failure or default in writing and demand that the failure or default be remedied within ten (10) working days; and in the event the contractor fails to remedy such failure or default within the ten (10) day working period, the University shall have the right to cancel the contract upon thirty (30) days written notice. B. Any contract or item award may be canceled for cause by either party by giving thirty (30) days written notice of intent to cancel. Cause for the University to cancel shall include, but not limited to, the cost exceeding current market prices for comparable purchases; request for increase in prices during the period of the contract; or failure to perform to contract conditions. The contractor will be required to honor all purchase orders that were prepared and dated prior to the date of expiration or cancellation if received by the contractor within a period of thirty (30) days following the date of expiration or cancellation. The cancellation of the contract, under any circumstances whatsoever, shall not effect or relieve contractor from any obligation or liability that may have been incurred or will be incurred pursuant to the contract, and such cancellation by the University shall not limit any other right or remedy available to the University by law or in equity. Cause for the vendor to cancel shall include, but not limited to, the item(s) being discontinued and unavailable from the manufacturer. C. Backorders, default in promised delivery, or failure to meet specifications authorize the University to cancel this contract to the defaulting contractor. The contractor must give written notice to the University of the reason and the expected delivery date. D. Consistent failure to meet delivery without a valid reason is grounds for termination of the contract. 15. SURVIVAL A. The terms, conditions, representations, and warranties contained in the agreement shall survive the termination of this contract. 16. SEVERABILITY A. If one or more provisions of the agreement, or the application of any provision to any party or circumstance is held invalid, unenforceable, or illegal in any respect, the remainder of the agreement and the application of the provision to other parties or circumstances shall remain valid and in full force and effect. 17. ACCESS TO RECORDS A. The University considers all information, documentation, and other requested materials to be submitted in response to this solicitation to be of a non-confidential and/or non-proprietary nature, and therefore shall be subject to public disclosure after an agreement is awarded, except as hereafter specifically stated. 19

20 B. Financial data, trade secrets, test secrets, text data, and similar proprietary information will, to the extent permitted by law, remain confidential provided such material is clearly marked by the proposer when the proposal is submitted. 18. RIGHT TO AUDIT A. Contractor shall keep full and accurate records in connection with the services provided under this Agreement. All such records shall be retained by Contractor for a minimum period of four (4) years, after final payment under this Agreement. B. At any time during the term of the agreement and for a period of four (4) years thereafter, the University or its duly authorized representative at its expense during regular working hours, reserves the right to incrementally audit the contractor s records and manufacturer s pricing provided under the agreement. In the event such an audit reveals any error/overpayments, the contractor shall refund the University the full amount of such overpayments within thirty (30) days of such audit findings; or the University, at its option, reserves the right to deduct such amounts plus interest from any payments due contractor. 19. ACCEPTANCE OF PRODUCTS AND SERVICES A. All products furnished and all services performed under this agreement shall be to the satisfaction of the University and in accordance with the specifications, terms, and conditions of the agreement. The University reserves the right to inspect the products furnished or the services performed, and to determine the quality, acceptability, and fitness of such products and services. 20. TECHNOLOGY ACCESS A. The Vendor expressly acknowledges that state funds may not be expended in connection with the purchase of information technology unless that system meets certain statutory requirements, in accordance with State of Arkansas technology policy standards relating to accessibility by persons with visual impairments. B. Accordingly, the Vendor represents and warrants to the University of Arkansas, Fayetteville, Arkansas, that the technology provided to the University of Arkansas for purchase is capable, either by virtue of features included within the technology or because it is readily adaptable by use with other technology, of (1) providing equivalent access for effective use by both visual and nonvisual means (2) presenting information, including prompts used for interactive communications, in formats intended for nonvisual use, and (3) being integrated into networks for obtaining, retrieving, and disseminating information used by individuals who are not blind or visually impaired. C. For purpose of this paragraph, the phrase equivalent access means a substantially similar ability to communicate with or make use of the technology, either directly by features incorporated within the technology or by other reasonable means, such as assisting devices or services, which would constitute reasonable accommodations under the American With Disabilities Act, or similar state or federal laws. Examples of methods by which equivalent 20

21 access may be provided include, but are not limited to, keyboard alternatives to mouse commands and other means of navigating graphical displays, and customized display appearance. D. If requested, the Vendor must provide a detailed plan for making this purchase accessible and/or a validation of concept demonstration. 21. OWNERSHIP AND RESPONSIBILITY: A. The Vendor shall be responsible for all arrangements and costs associated with equipment including freight, insurance, and taxes until delivery to the project site. Place of delivery shall be the University of Arkansas, Fayetteville, AR. Equipment title shall pass to the Owner at Project Acceptance. Vendor shall notify the General Contractor/Owner forty-eight (48) hours prior to delivery if applicable. 22. DEBRIS REMOVAL A. All debris must be removed from the University after installation of said equipment. 23. ACCEPTANCE AND REJECTION A. Final inspection, acceptance, or rejection may be made at delivery destination, but all materials and workmanship shall be subject to inspection and test at all times and places, when practicable. During manufacture, the right is reserved to reject articles that contain defective material and workmanship. Rejected material shall be removed by and at the expense of the contractor promptly after notification of rejection. Final inspection and acceptance or rejection of the materials or supplies shall be made as promptly as practicable, but failure to inspect, accept, or reject materials or supplies shall not impose liability on the University thereof for such materials or supplies not in accordance with the specification. END OF SECTION 21

22 00500 PROPOSAL FORM Proposal of (Hereinafter called Vendor ) corporation, organized and existing under the laws of the state of, partnership, or individual doing business as. To: Mr. James Ezell University of Arkansas at Fayetteville Office of Business Affairs, Room 321 Administration Building Fayetteville, AR Gentlemen: The Vendor, in compliance with your Request for Proposals to purchase equipment and services for the University of Arkansas, having examined the Proposal Documents and being familiar with all conditions of these documents, hereby proposes to furnish equipment and installation in accordance with the Proposal Documents, within the time set forth therein, and at the prices stated below. Vendor acknowledges receipt of the following Addenda: Addenda Number: Date Received: Initials: Addenda Number: Date Received: Initials: Addenda Number: Date Received: Initials: Addenda Number: Date Received: Initials: 1. MINIMUM EQUIPMENT STANDARDS: TECHNICAL SPECIFICATIONS represents minimum quality standards that must be met in order to be considered for award. Meeting these criteria must be accomplished using base equipment and/ or options. The prices reflected in the proposal must reflect cost of base equipment and all options necessary to meet or exceed minimum standards. 2. EXCEL Spreadsheet: A digital relay pricing and technical features spreadsheet in EXCEL format was provided as Appendix 5 to the RFP. In addition to providing the completed spreadsheet in digital EXCEL format, Vendor shall complete, print, and attach to this Proposal form all sheets of the spreadsheet and provide the following information/agreements described below. 3. Prototype Switchgear Retrofit Pricing (Installed): MV protective relay provider agrees to provide the materials, equipment, and services required to furnish and install MV protective relays for the designated Prototype Switchgear Retrofit as shown on the drawings and in accordance with the specification. The Prototype Switchgear Retrofit Base Proposal amounts indicated on the Proposal Form shall include all costs (including but not limited to engineering assistance, submittal documents, 22

23 material, equipment, installation, consumables, small tool allowance, equipment rental, clean-up and trash removal, cabling, cabling terminations, shipping, freight, handling, labor, labor burden, project supervision, project management, global system integration, software, documentation, licenses, maintenance manuals, commissioning, warranty, training, overhead, profit, and bonds). Prototype Switchgear Retrofit: Total Cost = Dollars ($ ) 4. Standard electrical medium voltage relay pricing (uninstalled): Vendor agrees to furnish uninstalled equipment as described in the specifications Section and as shown in the EXCEL spreadsheet of Appendix 5. The Standard Equipment amounts indicated on the Proposal Form shall include handling, shipping, freight, maintenance manuals, warranty, overhead, and profit. The Standard Materials and Equipment Base Proposal amounts indicated on the Proposal Form shall not include installation, commissioning, or training. The total price below shall be detailed in the EXCEL worksheet and reported itemized for the following: A. Standard relay equipment a. Model List Price b. Discount Price to the University (uninstalled) including delivery c. Taxes 5. Catalog Parts and Materials Multiplier: The price for catalog parts and materials shall be equal to the list price published in the catalog (a catalog with prices must be furnished with the Proposal) multiplied by the percentage listed below: The multiplier listed below shall include handling, shipping, freight, maintenance manuals, submittal information, warranty, overhead, and profit. The multiplier shall not include engineering assistance, installation, consumables, small tool allowance, equipment rental, clean-up and trash removal, cabling, raceways, cabling terminations, project supervision, project management, global system integration, software, documentation, licenses, commissioning, training, sales tax, and performance and payment bonds. Catalog Parts and Materials Multiplier: 6. Service Technician Hourly Labor Rate: % (Percent) The hourly rate provided by the Vendor shall be as indicated below. The amount for labor provided below shall be an hourly rate. The rate shall include all costs (including but not limited to direct labor, labor burden, small tool allowance, consumables, cellular phone allowance, overhead, and profit) with the exception of sales tax and performance and payment bonds. Hourly rates only apply to the time on the owner s site conducting work. Service Technician Hourly Labor Rate (on site): Dollars ($ ) Mobilization Rate per Technician (if applicable): Dollars ($ ) Cost per Overnight Stay per Technician (if applicable): Dollars ($ ) 23

24 7. Software: The cost of software per license necessary for the operation of the electrical medium voltage protective relay system, maintenance, programming, database management and system administration. Software Cost per License Dollars ($ ) A. Software Declaration: Describe below any software necessary to the electrical medium voltage protective relay system operation, maintenance, programming, database management, system administration, or any other special applications that you will be UNWILLING to provide to the University, if any, including the software s intended use. If there is not any software that you will be unwilling to provide please enter (None) below. Any software provided would be for the sole use of the University of Arkansas at Fayetteville, utilized by the University staff and would not be transmitted to any other party. Include a copy of any licensing agreements that you would require to be executed in order to provide the necessary software. ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) 7. Cost of Training for University Personnel: The Vendor agrees to provide a detailed training plan (described in accompanying information) for two field technicians and two programmers. The direct cost to the University, including tuition but excluding travel expenses, shall be provided below. The University s selection team will calculate travel expenses based on the training location for comparison purposes. TOTAL Cost of Training Dollars ($ ) 24

25 Vendor understands that the Owner reserves the right to reject any or all Proposals and to waive any formalities in the Proposals. Respectfully Submitted, (Seal if by corporation) Vendor (Company Name) Address Date:, 2011 By: (Printed Name) License Number: N/A Title: Signature: 25

26 00600 TECHNICAL SPECIFICATION PART 1 - GENERAL 1.01 QUALITY ASSURANCE A. Approvals: 1. UL-Listed: e B. Design Standards: 1. Generic Standard: EN ; EN Product Standard: IEC ; EN 50178; UL 508; CSA C22.2 No ; ANSI C C. High Voltage Tests (IEC ) 1. High Frequency Interference Test: IEC ; Class Insulation voltage Test: IEC ; FN 50178; Impulse Voltage Test; IEC D. EMC Immunity Tests: 1. Fast Transient Disturbance Immunity Test (Burst): IEC ; IEC ; Class 4; ANSI C Surge Immunity Test: IEC ; Class Electrical Discharge Immunity Test: IEC ; IEC ; Class Radiated Radio Frequency Electromagnetic Field Immunity Test: IEC ; Class X; ANSI C Immunity to Conducted disturbances Induced by Radio Frequency Fields: IEC ; Class Power Frequency Magnetic Field Immunity Test: IEC ; Class 4. E. EMC Emission Tests: 1. Radio Interference Suppression Test: IEC/CISPR Radio Interference Radiation Test: IEC/CISPR11. F. Environmental Tests: 1. Climatic: IEC Classification of Ambient Conditions: IEC Classification of Ambient Conditions: IEC Cold: IEC Dry Heat: IEC Damp Heat (Steady State): IEC Damp Heat (Cyclic): IEC

27 PART 2 - PRODUCTS 8. Vibration Response Test: IEC ; IEC ; Class Vibration Endurance Test: IEC ; IEC ; Class Shock Test: IEC ; IEC ; Class Shock Endurance Test: IEC ; IEC ; Class Earthquake Test: IEC ; KTA 3503; IEC ; Class FEEDER PROTECTION RELAY A. The University of Arkansas campus has multiple locations where this type of relay is used. Not all locations shall require all the features described below. Use the table in Appendix 5 of this Request for Proposal to show the range of features offered under the overarching heading of Feeder Relay. The table shall be used to show the full range of product model features and options available so a suitable relay can be selected to meet the require protection requirements for any given relay location within the MV electrical system. B. The protective relays for the Main & Feeder circuit protection shall be a single multifunction, microprocessor-based relay that provides three-phase and ground directional instantaneous and time overcurrent protection, ANSI 50/51, 50/51G, or 50/51N, frequency, voltage, and power protection, metering and control functions as described below. C. The relay shall be a solid-state microprocessor-based multifunctional type that operates from a 5 ampere or 1 ampere secondary output of current transformers. The relay shall provide ANSI 50/51 protective functions, and ANSI 50/51N or 50/51G ground fault protection functions for each winding as required by its location in the MV system. The relay shall be configurable between true RMS or fundamental sensing for each phase and ground. Ground element shall be capable of being utilized in residual, zero sequence, ground source connection schemes, or deactivated. D. The primary current transformer rating being used for phase and ground protection feeding the device shall be programmable for current transformers with primary current ratings from 1 through 50,000 amperes. E. The relay shall provide the following protection and control functions 1. Directional Phase overcurrent (67 or 50/51): Three inverse time overcurrent (51-1, 51-2, 51-3) functions and three instantaneous overcurrent (50-1, 50-2, 50-3) functions with adjustable time delay. It shall be possible to restrained the operation of the 51-2 and 51-3 elements based on voltage. These elements can be directionally controlled. 2. Directional Ground overcurrent (67G or 50R/51R): Two inverse time overcurrent (51R-1, 51R-2) functions and two instantaneous overcurrent (50R-1, 50R-2) functions from calculated values with adjustable time delay. These elements can be directionally controlled. 3. Directional Ground overcurrent (67G or 50X/51X): Two inverse time overcurrent (51X-1, 51X-2) functions and two instantaneous overcurrent (50X-1, 50X-2)

28 functions from measured values with adjustable time delay. These elements can be directionally controlled. 4. Ground directional option for Zero Sequence Voltage Polarizing, Negative Sequence Polarizing or Ground Current Polarizing. 5. Negative sequence overcurrent protection with adjustable time delay (46-1, 46-2). 6. Negative sequence overvoltage protection with adjustable time delay (47-1, 47-2). 7. Three-phase main overvoltage protection with adjustable time delay (59M-1, 59M-2). 8. Three-phase main undervoltage protection with adjustable time delay (27M-1, 27M-2). 9. Auxiliary overvoltage protection with adjustable time delay (59A-1, 59A-2). 10. Auxiliary undervoltage protection with adjustable time delay (27A-1, 27A-2). 11. Single-phase neutral overvoltage protection with adjustable time delay (59N-1, 59N-2) Frequency elements that can be assigned to: over frequency, under frequency, rate of change, or vector surge (81-1, 81-2, 81-3, 81-4, 81-5, 81-6). 13. Apparent and Displacement Power Factor (55A-1, 55A-2, 55D-1, 55D-2). 14. Directional Power (32-1, 32-2, 32-3). 15. Directional Vars (32V-1,32V-2, 32V-3). 16. Synch Check (25). 17. Auto reclosing (79). 18. Breaker failure protection with adjustable time delay (50-BF). 19. VT fuse failure detection (LOP). 20. Switch onto fault protection. 21. Cold load pickup F. The phase, and ground protection curves shall be independently field-selectable. Curves shall be selectable from the following: 1. IEEE: Moderately inverse, very inverse, extremely inverse. 2. IEC: A, B, C or D. 3. Thermal: Flat, lt, I2t, I4t a. Thermal curves shall be similar to those on low voltage trip units for close coordination with downstream devices. G. The relay shall have 10 contact outputs that may be programmed for any protection function operation output.

29 H. The relay shall have a front panel display of relay condition, and14 programmable LEDs that can be used for trip condition or breaker status. I. The relay shall have a LCD display with LED background illumination capable of displaying the following information with metering accuracy of +/- half (0.5) percent of measured value (ln) for ln < 2 ln and +/- one (1) percent of measured value (ln) for ln > 2: 1. Individual phase and ground currents with phase angles. 2. Phase-to-ground and phase-to-phase voltages with phase angles. 3. Watts. 4. Vars. 5. VA. 6. Frequency. 7. Power factor apparent and displacement. 8. Forward, reverse and net watt-hours with start date and time stamp. 9. Lead, lag and net var hours with start date and time stamp. 10. VA-hours with start date and time stamp. 11. Minimum/maximum values of current, voltage, watts, vars, VA, frequency, apparent pf and displacement pf. 12. Percent THD of voltage and current. 13. Positive, negative and zero sequence components of voltage and current with phase angles. J. Relay shall have the following features: 1. Integral manual testing capability for both phase and ground overcurrent protection functions. 2. Trip coil-monitoring and IRIG-B. 3. Breaker wear monitoring. 4. Zone selective interlocking capability for phase and ground fault protection. This function shall be provided and factory wired. Where zone selective interlocking is not an integral part of the protective device, a full bus differential scheme shall be required for both phase and ground, in addition to specified time overcurrent and instantaneous overcurrent phase and ground fault protection. Bus differential scheme shall be provided with separate differential current transformers for all incoming and outgoing loads, as well as appropriate differential relays (ANSI 87 and 87G) as approved by the Engineer. 5. Real-time clock for stamping of events, trips and minimum/maximum values with 1 ms time resolution 6. User interface for programming and retrieving data from the front of the unit without additional equipment.

30 7. Eight (8) contact inputs that are user programmable. 8. Continuous self-testing of internal circuitry s. 9. Self-diagnostic capability and a relay healthy alarm output. 10. Programmable lockout/self-reset after trip function. 11. Programmable set points for device curve selection. 12. Programmable inputs, such as current transformer ratios. 13. Settings change shall be password protected for security. K. Relay shall be suitable for operating temperatures from -20 degrees to 60 degrees C. Relay shall be suitable for operating with humidity from 0 to 95% relative humidity (non-condensing). L. Relay shall record information on the last 20 faults including: 1. Date, time, and currents at the time of fault. M. Relay shall record 6000 cycles of waveform data for the current and voltage. N. Relay shall record the last 300 events into an event log with date and time stamping. O. Relay shall have the following communications ports: 1. Rear optional communications port that supports Modbus RTU 485. Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. 2. Rear optional communications port that supports Modbus-TCP. Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. 3. Rear optional communications port that supports IEC Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. b. Ability to transmit GOOSE messages. 4. A front communication port supporting ASCI communications to a personal computer or laptop computer. P. Relay shall store four setting groups which can be called for via communications, front panel operation, or contact input.

31 Q. Relay trip contacts shall not change state if power is lost or an undervoltage occurs. These contacts shall only cause a trip upon detection of an overcurrent or fault condition based upon programmed settings. R. A relay healthy alarm output shall be normally energized and shall drop out if a relay failure is detected in the self-test function or if control power is lost. S. Relay shall have programmable logic control functions including logic gates, latching gates, and timers for control of auxiliary functions. T. The relay shall be suitable for operating on control power with a nominal input voltage of 48 to 125 Vdc or 120 to 240 Vac (50 or 60 Hz). When ac control power schemes are required, in addition to control power transformer or remote control power source, a single-phase uninterruptable power supply shall be included to supply control power to protective devices. U. The Relay shall be fully programmable through the face of the relay. In addition a means to be able to program the Relay through a communication port need to be provided. V. A quick release draw out case shall be provided to allow for the removal and replacement of the protective relay. The CT circuits shall be self-shorting with a make before break operation upon removal. The removal and replacement of the protective relay shall not instigate false circuit breaker tripping 2.02 TRANSFORMER PROTECTION RELAY A. The University of Arkansas campus has multiple locations where this type of relay is used. Not all locations shall require all the features described below. Use the table in Appendix 5 of this Request for Proposal to show the range of features offered under the overarching heading of Transformer Relay. The table shall be used to show the full range of product model features and options available so a suitable relay can be selected to meet the require protection requirements for any given relay location within the MV electrical system. B. The protective relays for the transformer protection shall be a single multifunction, microprocessor-based relay that incorporates restrained differential protection for two windings with fixed or variable percentage, using one or two settable slopes with adjustable intersection points and minimum pickup. The relay shall have metering and control functions as described below. C. Relays for phase time overcurrent, instantaneous overcurrent and ground fault protection, ANSI 50/51, 50/51G, or 50/51N, for each winding as required by its location in the MV system and shall be incorporated into a single device. D. The relay shall be a solid-state microprocessor-based multifunctional type that operates from a 5 ampere or 1 ampere secondary output of current transformers. The relay shall provide ANSI 50/51 protective functions, and ANSI 50/51N or 50/51G ground fault protection functions for each windings as determined by the application. The relay shall be configurable between true RMS or fundamental sensing for each phase and ground. Ground element shall be capable of being utilized in residual, zero sequence, ground source connection schemes, or deactivated. E. The current transformer ratings being used for percentage restraint differential protection, phase, negative sequence, and ground protection feeding the device shall

32 be programmable for current transformers with primary current ratings from 1 through 50,000 amperes. F. The relay shall provide the following protection: 1. Percentage Restrained Differential Protection (87). The relay shall incorporate restrained differential protection for two windings with fixed or variable percentage, using one or two settable slopes with adjustable intersection point and minimum pickup values. 2. Harmonic Elements. The relay shall incorporate second-, fourth-, and fifthharmonic elements, with the choice of temporarily or permanently desensitizing the differential protection to prevent restrained differential element operation during inrush or over-excitation conditions; it shall be possible to set the fifthharmonic element to warn user of over-excitation condition. 3. Unrestrained Differential Protection (87H). The relay shall include unrestrained differential protection to produce rapid tripping for severe internal faults. 4. Ground Differential Protection (87GD) or Restricted Earth Fault Protection(REF). The relay shall incorporate restricted earth fault protection for the detection of ground faults in wye-connected windings. 5. Phase overcurrent (50/51): Four inverse time overcurrent (51-1, 51-2, 51-3, 51-4) functions and four instantaneous overcurrent (50-1, 50-2, 50-3,50-4) functions with adjustable time delay. Each element can be assigned to either side of the transformer. 6. Ground overcurrent (50R/51R): Two inverse time overcurrent (51R-1, 51R-2) functions and two instantaneous overcurrent (50R-1, 50R-2) functions from calculated values with adjustable time delay. Each element can be assigned to either side of the transformer. 7. Ground overcurrent (50X/51X): Two inverse time overcurrent (51X-1, 51X-2) functions and two instantaneous overcurrent (50X-1, 50X-2) functions from measured values with adjustable time delay. Each element can be assigned to either side of the transformer. 8. Negative sequence overcurrent (51Q): Two inverse time negative sequence overcurrent (51Q-1, 51Q-2) functions with adjustable time delay. Each element can be assigned to either side of the transformer. 9. Transformer thermal monitor (49): The relay shall incorporate a transformer thermal monitor based on IEC RTD temperature protection with optional URTD module. 11. Breaker failure protection with adjustable time delay (50-BF). 12. Negative sequence overcurrent protection with adjustable time delay (46-1, 46-2). 13. Negative sequence overvoltage protection with adjustable time delay (47-1, 47-2).

33 14. Three-phase main overvoltage protection with adjustable time delay (59M-1, 59M-2). 15. Three-phase main undervoltage protection with adjustable time delay (27M-1, 27M-2). 16. Auxiliary overvoltage protection with adjustable time delay (59A-1, 59A-2). 17. Auxiliary undervoltage protection with adjustable time delay (27A-1, 27A-2) Frequency elements that can be assigned to: over frequency, under frequency, rate of change, or vector surge (81-1, 81-2, 81-3, 81-4, 81-5, 81-6). 19. Apparent and Displacement Power Factor (55A-1, 55A-2, 55D-1, 55D-2). 20. Directional Power (32-1, 32-2, 32-3). 21. Directional Vars (32V-1,32V-2, 32V-3). 22. Over-excitation, Volts-per-Hertz (24[1], 24[2]). 23. VT fuse failure detection (LOP). 24. Switch onto fault protection. 25. Cold load pickup. G. The phase, negative sequence, and ground protection curves shall be independently field-selectable. Curves shall be selectable from the following: 1. IEEE: Moderately inverse, very inverse, extremely inverse. 2. IEC: A, B, C or D. 3. Thermal: Flat, lt, I2t, I4t. a. Thermal curves shall be similar to those on low voltage trip units for close coordination with downstream devices. H. The relay shall have 8 contact outputs that may be programmed for any protection function operation output. I. The relay shall have a front panel display of relay condition, and14 programmable LEDs that can be used for trip condition or breaker status. J. The relay shall have a LCD display with LED background illumination capable of displaying the following information with metering accuracy of +/- half (0.5) percent of measured value (ln) for ln < 2 ln and +/- one (1) percent of measured value (ln) for ln > 2: 1. Differential restraint, and harmonic currents. 2. Individual RMS and fundamental phase currents. 3. Ground RMS and fundamental current. 4. RTD temperatures with optional URTD module. 5. Phase-to-ground and phase-to-phase voltages with phase angles. 6. Watts.

34 7. Vars. 8. VA. 9. Frequency. 10. Power factor apparent and displacement. 11. Forward, reverse and net watt-hours with start date and time stamp. 12. Lead, lag and net var hours with start date and time stamp. 13. VA-hours with start date and time stamp. 14. Minimum/maximum values of current, voltage, watts, vars, VA, frequency, apparent pf and displacement pf. 15. Percent THD of voltage and current. 16. Positive, negative and zero sequence components of voltage and current with phase angles. K. Relay shall have the following features: 1. Trip coil-monitoring and IRIG-B. 2. Zone selective interlocking capability for short time and ground fault protection for each winding. This function shall be provided and factory wired. Where zone selective interlocking is not an integral part of the protective device, a full bus differential scheme shall be required for both phase and ground in addition to specified time overcurrent and instantaneous overcurrent phase and ground fault protection. Bus differential scheme shall be provided with separate differential current transformers for all incoming and outgoing loads, as well as appropriate differential relays (ANSI 87 and 87G) as approved by the Engineer]. 3. Real-time clock for stamping of events, trips and minimum/maximum values with 1 ms time resolution. 4. User interface for programming and retrieving data from the front of the unit without additional equipment. 5. Eight (8) contact inputs that are user programmable. 6. Continuous self-testing of internal circuitry. 7. Self-diagnostic capability and a relay healthy alarm output. 8. Programmable lockout/self-reset after trip function. 9. Programmable set points for device curve selection. 10. Programmable inputs, such as current transformer ratios. 11. Settings change shall be password protected for security. L. Relay shall be suitable for operating temperatures from -20 degrees to 60 degrees C. Relay shall be suitable for operating with humidity from 0 to 95% relative humidity (noncondensing).

35 M. Relay shall record information on the last 20 faults including: 1. Date, time, and currents at the time of fault. N. Relay shall record 3600 cycles of waveform data for the current. O. Relay shall record the last 300 events into an event log with date and time stamping. P. Relay shall have the following communications ports. 1. Rear optional communications port that supports Modbus RTU 485. Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. 2. Rear optional communications port that supports Modbus-TCP. Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. 3. Rear optional communications port that supports IEC Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. b. Ability to transmit GOOSE messages. 4. A front communication port supporting ASCI communications to a personal computer or laptop computer. Q. Relay shall store four setting groups which can be called for via communications, front panel operation or contact input. R. Relay trip contacts shall not change state if power is lost or an undervoltage occurs. These contacts shall only cause a trip upon detection of an overcurrent or fault condition based upon programmed settings. S. A relay healthy alarm output shall be normally energized and shall drop out if a relay failure is detected in the self-test function or if control power is lost. T. The relay shall be suitable for operating on control power with a nominal input voltage of 48 to 125 Vdc or 120 to 240 Vac (50 or 60 Hz). When ac control power schemes are required, in addition to control power transformer or remote control power source, a single-phase uninterruptable power supply shall be included to supply control power to protective devices. U. The Relay shall be fully programmable through the face of the relay. In addition a means to be able to program the Relay through a communication port need to be provided. V. A quick release draw out case shall be provided to allow for the removal and replacement of the protective relay. The CT circuits shall be self-shorting with a make

36 before break operation upon removal. The removal and replacement of the protective relay shall not instigate false circuit breaker tripping TRANSFORMER PROTECTION RELAY A. The University of Arkansas campus has multiple locations where this type of relay is used. Not all locations shall require all the features described below. Use the table in Appendix 5 of this Request for Proposal to show the range of features offered under the overarching heading of Motor Relay. The table shall be used to show the full range of product model features and options available so a suitable relay can be selected to meet the require protection requirements for any given relay location within the MV electrical system. B. Provide a definite purpose microprocessor-based Motor Protective Relay (MPR) for protection, control and monitoring of the motors. The MPR shall meet UL 1053, CUL and CSA standards. C. The true RMS current into the motor shall be constantly monitored, and by means of a protective algorithm, separated into positive and negative sequence components. These components shall be used to determine the heating effects on the stator and rotor of the motor to provide maximum motor protection and utilization. The relay shall be capable of being connected via fiber optic to a remote Universal Resistance Temperature Detection Module (URTDM) located at the motor to monitor up to six (6) motor winding, four (4) bearing and one (2) auxiliary RTD inputs. The MPR shall integrate the temperature input data from the URTDM with the protective algorithm. The protective curve algorithm shall be adaptive based on the motor temperature as measured by the URTDM. The protective algorithm shall provide faster trip times for higher temperatures providing maximum motor protection and shall operate with a longer trip time for lower temperatures allowing maximum motor utilization. The MPR shall provide the following protective functions: 1. Motor Differential Protection (87M). 2. Motor running time overcurrent protection (49/51). 3. Adjustable instantaneous overcurrent protection (50) with adjustable start delay in one-cycle increments. 4. Adjustable current unbalance protection (46 adjustable in percent unbalance). 5. Underload trip with start and run time delays (37/2). 6. Jam trip with start and run time delays. 7. Auxiliary overtemperature protection with URTDM. 8. Zero sequence ground fault protection (50/51G), Residual ground fault protection (50/51N) with adjustable start delay and run delay in 0.01 sec increments. 9. Stator protection with URTDM (49). 10. Motor bearing overtemperature protection with URTDM (38). 11. Load bearing overtemperature protection with URTDM (38). 12. Breaker/Contactor failure (50BF).

37 13. Undervoltage protection (27). 14. Overvoltage (59). 15. Negative Sequence Voltage (47) Frequency elements that can be assigned to: over frequency, under frequency, rate of change, or vector surge (81-1, 81-2, 81-3, 81-4, 81-5, 81-6). 17. Apparent and Displacement Power Factor (55A-1, 55A-2, 55D-1, 55D-2). 18. Directional Power (32-1, 32-2, 32-3). 19. Directional Vars (32V-1,32V-2, 32V-3). 20. VT fuse failure detection (LOP). 21. Switch onto fault protection. D. The phase and ground protection curves shall be independently field-selectable. Curves shall be selectable from the following: 1. IEEE: Moderately inverse, very inverse, extremely inverse. 2. IEC: A, B, C or D 3. Thermal: Flat, lt, I2t, I4t a. Thermal curves shall be similar to those on low voltage trip units for close coordination with downstream devices. E. Only the following settings shall be needed to define the motor thermal protection curve: 1. Motor full-load amperes (FLA). 2. Locked rotor current in percent of FLA. 3. Locked rotor stall time in seconds. 4. Ultimate trip current based on motor service factor. F. The following control functions shall be provided by internal solid-state based timers or relays: 1. Incomplete sequence delay (2/19). 2. Limitation on number of starts per time period in minutes (66). 3. Anti-backspin time delay (2). 4. Programmable transition relay based on current and/or time. 5. Time between starts. 6. Number of cold starts. 7. Mechanical load shedding and restore function with timers. 8. Zero speed switch input timer for use with long accelerating time motors. G. The relay shall have a LCD display with LED background illumination capable of displaying the following information with metering accuracy of +/- half (0.5) percent of

38 measured value (ln) for ln < 2 ln and +/- one (1) percent of measured value (ln) for ln > 2: 1. Individual phase and ground currents with phase angles. 2. Motor currents: Average current (Iave), individual phase and ground current in primary amperes and percent of full load and percent phase unbalance. 3. Motor RTD: Individual winding, motor bearing, load bearing and auxiliary temperatures. 4. Motor: Percent I2t (thermal accumulation), time until next start can occur, remaining number of starts, and time left on oldest start. 5. Phase-to-ground and phase-to-phase voltages with phase angles. 6. Watts. 7. Vars. 8. VA. 9. Frequency. 10. Power factor apparent and displacement. 11. Forward, reverse and net watt-hours with start date and time stamp. 12. Lead, lag and net var hours with start date and time stamp. 13. VA-hours with start date and time stamp. 14. Minimum/maximum values of current, voltage, watts, vars, VA, frequency, apparent pf and displacement pf. 15. Percent THD of voltage and current. 16. Positive, negative and zero sequence components of voltage and current with phase angles. H. The MPR shall have a real-time clock for time tagging of events, operations, and history. The relay shall have quick and easy access to monitored values, view settings, motor history and motor log records. I. The MPR shall be capable of accommodating external current transformers with ranges from 1 to 50,000 Amps primary and 1 or 5 Amps secondary. Where ground fault protection is specified, it shall be from an independent measuring circuit that utilizes either a separate zero sequence current transformer (50/51G) or residual scheme utilizing the three-phase current transformers (50/51N). For zero sequence ground fault protection, provide a 50/5-ampere zero sequence transformer. J. Eight user-programmable discrete inputs shall be provided for external control or trip functions. Programmable input functions shall be included for shutdown based on external contacts for incomplete sequence of operation and remote trip, remote reset, differential trip, motor stop, reset disable, zero speed switch or emergency override. K. The MPR shall be capable of providing four 4-20 ma output signal proportional to either the average of the three-phase currents, hottest winding RTD temperature, RTD temperature or I2t level, volts, watts, or vars.

39 L. Zone selective interlocking capability for short time and ground fault protection. This function shall be provided and factory wired. Where zone selective interlocking is not an integral part of the protective device, a full bus differential scheme shall be required for both phase and ground in addition to specified time overcurrent and instantaneous overcurrent phase and ground fault protection. Bus differential scheme shall be provided with separate differential current transformers for all incoming and outgoing loads, as well as appropriate differential relays (ANSI 87 and 87G). M. The unit shall draw its power from a separate source of 48 to 125 Vdc or 120 to 240. The MPR shall be suitable for 60 Hz. N. Provide separately mounted Resistance Temperature Detection Module (RTDM), mounted near the motor, to provide up to six (6) stator RTDs, two (2) motor bearing RTDs, and two (2) load-bearing RTDs and two (2) auxiliary RTDs. O. The device shall have separate 8 Form C (NO/NC) and two (NO) contacts. All contacts shall have ratings of 10 amperes at 115/240 Vac or 30 Vdc resistive. All the relays output contacts shall be programmable to operate from any internal protection function or from a discrete input signal such as differential trip or remote trip. All contacts shall be programmable to function in either a normally de-energized (non-fail-safe) or energized (fail-safe) operation. P. 2 analog inputs and 2 analog outputs or 16 digital inputs. Q. The relay shall be capable of monitoring electrical current, voltage, and receiving commands from remote sources either by contact closures or digital data, and giving commands by means of contact closure to the motor starters and other devices under its control. The MPR shall be capable of displaying information by alphanumeric display to the operator or by digital communication signals to a remote location. 1. The combination relay and operator panel shall be mounted on the door of the starter. Specific data entry to suit the actual motor application shall be programmed into the device by means of the operator panel pushbuttons. 2. Entered data shall be stored in non-volatile memory so as not to require battery backup. Non-volatile memory shall be capable of storing all setup information even after power failure, all monitored information at the time of a trip, and cause of trip even after power failure. Access to all programmed set points shall be restricted by means of a secured and sealed access cover. 3. The MPR shall have a user-selectable emergency override feature to reset I2t thermal accumulation and deactivate start inhibit timers for emergency starting of the motor. The emergency override feature shall be capable of being activated from an access-restricted button, communications or via a contact input into the MPR. 4. The MPR shall provide a programmable control function for reduced voltage applications for the transition from reduced to full-voltage starting. The transition shall be programmable based on current, time, current and time.

40 R. The MPR shall provide the following data logging and display capability for history including the date and time from when the history was last reset and counting began. The history shall include: 1. Resettable motor history for operational counter, runtime, highest starting and running currents, highest percent phase unbalance, maximum winding, bearing and load RTD temperature, and number of emergency overrides. 2. Resettable trip history for number of trips for ground faults, overloads, instantaneous overcurrent, JAM, underload, phase unbalance, RTDs, phase reversal, incomplete sequence, remote differential, communication, starts exceeded, time between starts, and transition. 3. Resettable alarm history for number of alarms, for ground faults, overloads, JAM, underload, phase unbalance, RTDs, starts exceeded. 4. A permanent history record which cannot be reset shall include local trips, run time and operations count. 5. A log book including a chronological list of events or operations as detected by the MPR, such as, starts, stops, setting change, emergency override, trips, alarms or changes in the state of discrete inputs. 6. An event log providing detailed information on trips and alarms including phase and ground currents, percent phase unbalance, maximum RTD temperatures and cause of trip or alarm. 7. A start log providing information on the five most recent starts including maximum phase and ground starting current, maximum percent unbalance, time from start to transition, current at transition, and time from start to run to trip. S. Relay shall have the following communications ports: 1. Rear optional communications port that supports Modbus RTU 485. Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. 2. Rear optional communications port that supports Modbus-TCP. Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. 3. Rear optional communications port that supports IEC Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status.

41 b. Ability to transmit GOOSE messages. 4. A front communication port supporting ASCI communications to a personal computer or laptop computer. T. The MPR shall provide trip coil monitor. U. The MPR shall provide load profiling. V. The MPR shall be fully programmable through the face of the relay. In addition a means to be able to program the MPR through a front communication port need to be provided. W. The MPR shall be provided with removable terminal blocks, including the CT terminals. The CT terminals shall be short circuited, when pulled out. X. The relay shall have 8 contact outputs that may be programmed for any protection function operation output. Y. The relay shall have a front panel display of relay condition, and14 programmable LEDs that can be used for trip condition or breaker status. Z. Relay shall have the following features: 1. Integral manual testing capability for both phase and ground overcurrent protection functions. 2. Trip coil-monitoring and IRIG-B. 3. Breaker/Contactor wear monitoring. 4. Real-time clock for stamping of events, trips and minimum/maximum values with 1 ms time resolution. 5. User interface for programming and retrieving data from the front of the unit without additional equipment. 6. Eight (8) contact inputs that are user programmable. 7. Continuous self-testing of internal circuitry. 8. Self-diagnostic capability and a relay healthy alarm output. 9. Programmable lockout/self-reset after trip function. 10. Programmable set points for device curve selection. 11. Programmable inputs, such as current transformer ratios. 12. Settings change shall be password protected for security. AA. Relay shall be suitable for operating temperatures from -20 degrees to 60 degrees C. Relay shall be suitable for operating with humidity from 0 to 95% relative humidity (noncondensing). BB. CC. Relay shall record information on the last 20 faults including: 1. Date, time, and currents at the time of fault. Relay shall record 6000 cycles of waveform data for the current and voltage.

42 DD. EE. FF. GG. HH. II. JJ. KK. Relay shall record the last 300 events into an event log with date and time stamping. Relay shall store four setting groups which can be called for via communications, front panel operation, or contact input. Relay trip contacts shall not change state if power is lost or an undervoltage occurs. These contacts shall only cause a trip upon detection of an overcurrent or fault condition based upon programmed settings. A relay healthy alarm output shall be normally energized and shall drop out if a relay failure is detected in the self-test function or if control power is lost. Relay shall have programmable logic control functions including logic gates, latching gates, and timers for control of auxiliary functions. The Relay shall be fully programmable through the face of the relay. In addition a means to be able to program the Relay through a communication port need to be provided. The relay shall be suitable for operating on control power with a nominal input voltage of 48 to 125 Vdc or 120 to 240 Vac (50 or 60 Hz). When ac control power schemes are required, in addition to control power transformer or remote control power source, a single-phase uninterruptable power supply shall be included to supply control power to protective devices. A quick release draw out case shall be provided to allow for the removal and replacement of the protective relay. The CT circuits shall be self-shorting with a make before break operation upon removal. The removal and replacement of the protective relay shall not instigate false circuit breaker tripping GENERATOR PROTECTION RELAY A. The University of Arkansas campus has multiple locations where this type of relay is used. Not all locations shall require all the features described below. Use the table in Appendix 5 of this Request for Proposal to show the range of features offered under the overarching heading of Generator Relay. The table shall be used to show the full range of product model features and options available so a suitable relay can be selected to meet the require protection requirements for any given relay location within the MV electrical system. B. The protective relays for Generator circuit protection shall be a single multifunction, microprocessor-based relay that provides protection, metering and control functions as described below. C. The relay shall be a solid-state microprocessor-based multifunctional type that operates from a 5 ampere or 1 ampere secondary output of current transformers. The relay shall provide ANSI 50/51 protective functions, and ANSI 50/51N or 50/51G ground fault protection functions for each windings as shown on the plans or as determined by the coordination study. The relay shall be configurable between true RMS or fundamental sensing for each phase and ground. Ground element shall be capable of being utilized in residual, zero sequence, ground source connection schemes, or deactivated. D. The primary current transformer rating being used for phase and ground protection feeding the device shall be programmable for current transformers with primary current ratings from 1 through 50,000 amperes.

43 E. The relay shall provide the following protection and control functions: 1. Percentage Restrained Differential Protection (87). The relay shall incorporate restrained differential protection, using one or two settable slopes with adjustable intersection point and minimum pickup values. 2. Unrestrained Differential Protection (87H). The relay shall include unrestrained differential protection to produce rapid tripping for severe internal faults. 3. Ground Differential Protection (87GD) or Restricted Earth Fault Protection (REF). The relay shall incorporate restricted earth fault protection for the detection of ground faults in low resistance grounded generators. 4. Directional Phase overcurrent (67 or 50/51): Three inverse time overcurrent (51-1, 51-2, 51-3) functions and three instantaneous overcurrent (50-1, 50-2, 50-3) functions with adjustable time delay. It shall be possible to restrained the operation of the 51-2 and 51-3 elements based on voltage. These elements can be directionally controlled. 5. Directional Ground overcurrent (67G or 50R/51R): Two inverse time overcurrent (51R-1, 51R-2) functions and two instantaneous overcurrent (50R-1, 50R-2) functions from calculated values with adjustable time delay. These elements can be directionally controlled. 6. Directional Ground overcurrent (67G or 50X/51X): Two inverse time overcurrent (51X-1, 51X-2) functions and two instantaneous overcurrent (50X-1, 50X-2) functions from measured values with adjustable time delay. These elements can be directionally controlled. 7. Ground directional option for Zero Sequence Voltage Polarizing, Negative Sequence Polarizing or Ground Current Polarizing. 8. Negative sequence overcurrent protection with adjustable time delay (46-1, 46-2). 9. Negative sequence overvoltage protection with adjustable time delay (47-1, 47-2). 10. Three-phase main overvoltage protection with adjustable time delay (59M-1, 59M-2). 11. Three-phase main undervoltage protection with adjustable time delay (27M-1, 27M-2). 12. Auxiliary overvoltage protection with adjustable time delay (59A-1, 59A-2). 13. Auxiliary undervoltage protection with adjustable time delay (27A-1, 27A-2). 14. Single-phase neutral overvoltage protection with adjustable time delay (59N-1, 59N-2) Frequency elements that can be assigned to: over frequency, under frequency, rate of change, or vector surge (81-1, 81-2, 81-3, 81-4, 81-5, 81-6). 16. Apparent and Displacement Power Factor (55A-1, 55A-2, 55D-1, 55D-2). 17. Directional Power (32-1, 32-2, 32-3).

44 18. Directional Vars (32V-1,32V-2, 32V-3). 19. Synch Check (25). 20. Overexcitation, Volts-per-Hertz (24[1], 24[2]) S, 100% Stator ground fault (27TN/ 59N). 22. Generator Unbalance (46G[1], 46G[2]). 23. Loss of Excitation (40[1],40[2]). 24. Inadvertent Energization (50/27). 25. Breaker failure protection with adjustable time delay (50-BF). 26. VT fuse failure detection (LOP). 27. Switch onto fault protection. 28. Cold load pickup. F. The phase, and ground protection curves shall be independently field-selectable. Curves shall be selectable from the following: 1. IEEE: Moderately inverse, very inverse, extremely inverse. 2. IEC: A, B, C or D. 3. Thermal: Flat, lt, I2t, I4t. a. Thermal curves shall be similar to those on low voltage trip units for close coordination with downstream devices. G. The relay shall have 4 contact outputs that may be programmed for any protection function operation output. H. The relay shall have two analog inputs and two analog outputs. I. The relay shall have a front panel display of relay condition, and14 programmable LEDs that can be used for trip condition or breaker status. J. The relay shall have a LCD display with LED background illumination capable of displaying the following information with metering accuracy of +/- half (0.5) percent of measured value (ln) for ln < 2 ln and +/- one (1) percent of measured value (ln) for ln > 2: 1. Individual phase and ground currents with phase angles. 2. Phase-to-ground and phase-to-phase voltages with phase angles. 3. Watts. 4. Vars. 5. VA. 6. Frequency. 7. Power factor apparent and displacement. 8. Forward, reverse and net watt-hours with start date and time stamp.

45 9. Lead, lag and net var hours with start date and time stamp. 10. VA-hours with start date and time stamp. 11. Minimum/maximum values of current, voltage, watts, vars, VA, frequency, apparent pf and displacement pf. 12. Percent THD of voltage and current. 13. Positive, negative and zero sequence components of voltage and current with phase angles. K. Relay shall have the following features: 1. Integral manual testing capability for both phase and ground overcurrent protection functions. 2. Trip coil-monitoring and IRIG-B. 3. Breaker wear monitoring. 4. Zone selective interlocking capability for phase and ground fault protection. This function shall be provided and factory wired. Where zone selective interlocking is not an integral part of the protective device, a full bus differential scheme shall be required for both phase and ground, in addition to specified time overcurrent and instantaneous overcurrent phase and ground fault protection. Bus differential scheme shall be provided with separate differential current transformers for all incoming and outgoing loads, as well as appropriate differential relays (ANSI 87 and 87G) as approved by the Engineer. 5. Real-time clock for stamping of events, trips and minimum/maximum values with 1 ms time resolution. 6. User interface for programming and retrieving data from the front of the unit without additional equipment. 7. Eight (8) contact inputs that are user programmable. 8. Continuous self-testing of internal circuitry. 9. Self-diagnostic capability and a relay healthy alarm output. 10. Programmable lockout/self-reset after trip function. 11. Programmable set points for device curve selection. 12. Programmable inputs, such as current transformer ratios. 13. Settings change shall be password protected for security. L. Relay shall be suitable for operating temperatures from -20 degrees to 60 degrees C. Relay shall be suitable for operating with humidity from 0 to 95% relative humidity (noncondensing). M. Relay shall record information on the last 20 faults including: 1. Date, time, and currents at the time of fault. N. Relay shall record 6000 cycles of waveform data for the current and voltage.

46 O. Relay shall record the last 300 events into an event log with date and time stamping. P. Relay shall have the following communications ports: 1. Rear optional communications port that supports Modbus RTU 485. Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. 2. Rear optional communications port that supports Modbus-TCP. Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. 3. Rear optional communications port that supports IEC Relay shall be capable of the following over the communication network. a. Ability to transmit all information contained in the relay such as currents, set points, cause of trip, magnitude of trip current, and openclose trip status. b. Ability to transmit GOOSE messages. 4. A front communication port supporting ASCI communications to a personal computer or laptop computer. Q. Relay shall store four setting groups which can be called for via communications, front panel operation, or contact input. R. Relay trip contacts shall not change state if power is lost or an undervoltage occurs. These contacts shall only cause a trip upon detection of an overcurrent or fault condition based upon programmed settings. S. A relay healthy alarm output shall be normally energized and shall drop out if a relay failure is detected in the self-test function or if control power is lost. T. Relay shall have programmable logic control functions including logic gates, latching gates, and timers for control of auxiliary functions. U. The Relay shall be fully programmable through the face of the relay. In addition a means to be able to program the Relay through a communication port need to be provided. V. The relay shall be suitable for operating on control power with a nominal input voltage of 48 to 125 Vdc or 120 to 240 Vac (50 or 60 Hz). When ac control power schemes are required, in addition to control power transformer or remote control power source, a single-phase uninterruptable power supply shall be included to supply control power to protective devices.

47 W. A quick release draw out case shall be provided to allow for the removal and replacement of the protective relay. The CT circuits shall be self-shorting with a make before break operation upon removal. The removal and replacement of the protective relay shall not instigate false circuit breaker tripping. PART 3 - EXECUTION (Not Applicable) END OF SECTION

48 00700 BILL OF MATERIALS TO BE FURNISHED AT REQUEST OF OWNER 1. GENERAL: This section shall set forth specific product or equipment samples to be furnished to the University of Arkansas for inspection in accordance with Paragraph 26 of Section 0200 Instructions to Proposers. Only those Vendors selected by the University of Arkansas to participate in product demonstrations during Final Vendor Selection will be required to provide product or equipment samples. If selected, provide the following samples: A. One of each type of relay B. Demonstration of programming/adjusting settings on each type of relay C. Support software operation and features demonstration D. Installation method and replacement demonstration.

49 APPENDIX 1 CONTRACT AND GRANT DISCLOSURE FORM

50 CONTRACT AND GRANT DISCLOSURE AND CERTIFICATION FORM F-2 F-1 Failure to complete all of the following information may result in a delay in obtaining a contract, lease, purchase agreement, or grant award with any Arkansas State Agency. SOCIAL SECURITY NUMBER FEDERAL ID NUMBER SUBCONTRACTOR: SUBCONTRACTOR NAME: TAXPAYER ID #: OR ---- Yes No IS THIS FOR: TAXPAYER ID NAME: Goods? Services? Both? YOUR LAST NAME: FIRST NAME: M.I.: ADDRESS: CITY: STATE: ZIP CODE: --- COUNTRY: AS A CONDITION OF OBTAINING, EXTENDING, AMENDING, OR RENEWING A CONTRACT, LEASE, PURCHASE AGREEMENT, OR GRANT AWARD WITH ANY ARKANSAS STATE AGENCY, THE FOLLOWING INFORMATION MUST BE DISCLOSED: F O R I N D I V I D U A L S * Indicate below if: you, your spouse or the brother, sister, parent, or child of you or your spouse is a current or former: member of the General Assembly, Constitutional Officer, State Board or Commission Member, or State Employee: Position Held General Assembly Constitutional Officer State Board or Commission Member State Employee None of the above applies Current Mark ( ) Name of Position of Job Held [senator, representative, name of Former board/ commission, data entry, etc.] For How Long? From MM/YY To MM/YY F O R A N E N T I T Y ( B U S I N E S S ) * What is the person(s) name and how are they related to you? [i.e., Jane Q. Public, spouse, John Q. Public, Jr., child, etc.] Person s Name(s) Indicate below if any of the following persons, current or former, hold any position of control or hold any ownership interest of 10% or greater in the entity: member of the General Assembly, Constitutional Officer, State Board or Commission Member, State Employee, or the spouse, brother, sister, parent, or child of a member of the General Assembly, Constitutional Officer, State Board or Commission Member, or State Employee. Position of control means the power to direct the purchasing policies or influence the management of the entity. Position Held General Assembly Constitutional Officer State Board or Commission Member State Employee None of the above applies Current Mark ( ) Former Name of Position of Job Held [senator, representative, name of board/commission, data entry, etc.] For How Long? From MM/YY To MM/YY Relation What is the person(s) name and what is his/her % of ownership interest and/or what is his/her position of control? Ownership Position of Person s Name(s) Interest (%) Control *NOTE: PLEASE LIST ADDITIONAL DISCLOSURES ON SEPARATE SHEET OF PAPER IF MORE SPACE IS NEEDED PAGE 1OF 2 7/1/98 Rev

51 CONTRACT AND GRANT DISCLOSURE AND CERTIFICATION FORM F-2 Failure to make any disclosure required by Governor s Executive Order 98-04, or any violation of any rule, regulation, or policy adopted pursuant to that Order, shall be a material breach of the terms of this contract. Any contractor, whether an individual or entity, who fails to make the required disclosure or who violates any rule, regulation, or policy shall be subject to all legal remedies available to the agency. As an additional condition of obtaining, extending, amending, or renewing a contract with a state agency I agree as follows: 1. Prior to entering into any agreement with any subcontractor, prior or subsequent to the contract date, I will require the subcontractor to complete a CONTRACT AND GRANT DISCLOSURE AND CERTIFICATION FORM. Subcontractor shall mean any person or entity with whom I enter an agreement whereby I assign or otherwise delegate to the person or entity, for consideration, all, or any part, of the performance required of me under the terms of my contract with the state agency. 2. I will include the following language as a part of any agreement with a subcontractor: Failure to make any disclosure required by Governor s Executive Order 98-04, or any violation of any rule, regulation, or policy adopted pursuant to that Order, shall be a material breach of the terms of this subcontract. The party who fails to make the required disclosure or who violates any rule, regulation, or policy shall be subject to all legal remedies available to the contractor. 3. No later than ten (10) days after entering into any agreement with a subcontractor, whether prior or subsequent to the contract date, I will mail a copy of the CONTRACT AND GRANT DISCLOSURE AND CERTIFICATION FORM completed by the subcontractor and a statement containing the dollar amount of the subcontract to the state agency. I certify under penalty of perjury, to the best of my knowledge and belief, all of the above information is true and correct and that I agree to the subcontractor disclosure conditions stated herein. Signature Title Date Vendor Contact Person Title Phone No. AGENCY USE ONLY Agency Agency Agency Contact Contact Contract or Number Name Person Phone No. Grant No. *NOTE: PLEASE LIST ADDITIONAL DISCLOSURES ON SEPARATE SHEET OF PAPER IF MORE SPACE IS NEEDED PAGE 2OF 2 7/1/98 Rev

52 APPENDIX 2 EQUAL OPPORTUNITY POLICY DISCLAIMER

53 Equal Opportunity Policy Disclaimer ATTENTION BIDDERS Act 2157 of 2005 of the Arkansas Regular Legislative Session requires that any business or person bidding, who is responding to a formal bid request, Request for Qualifications or qualifications, or negotiating a contract with the state for professional or consultant services, submit their most current equal opportunity policy (EO Policy). Although bidders are encouraged to have a viable equal opportunity policy, a written response stating the bidder does not have such an EO Policy will be considered that bidder s response and will be acceptable in complying with the requirement of Act Submitting the EO Policy is a one-time requirement. The University of Arkansas, Fayetteville Procurement Department, will maintain a database of policies or written responses received from all bidders. Note: This is a mandatory requirement when submitting an offer as described above. Please complete and return this form with your bid response. Should you have any questions regarding this requirement, please contact this office by calling (479) Sincerely, Linda Fast Linda Fast, APO, CPPO, CPPB Manager of Procurement Services University of Arkansas To be completed by business or person submitting response: (check appropriate box) EO Policy Attached EO Policy previously submitted to Procurement Department EO Policy is not available from business or person Company Name Or Individual: Title: Date: Signature:

54 APPENDIX 3 ILLEGAL IMMIGRANT CERTIFICATION FORM

55

56 APPENDIX 4 STATE PREVAILING WAGE RATES

57 MIKEBEEBE GOVERNOR StaceyMarshall TME, Inc. 2039NGreenAcresRoad Fayetteville, AR STATEOFARKANSAS ARKANSASDEPARTMENTOFLABOR PREVAILINGWAGEDIVISION 10421WESTMARKHAM LITTLEROCK, AR Phone: Fax: TRS: October16, 2013 RICKYBELK DIRECTOR Re: NEWANDEXISTING MEDIUMVOLTAGESWITCHGEAR UNIVERSITYOFARKANSAS FAYETTEVILLE, ARKANSAS WASHINGTONCOUNTY DearStaceyMarshall: Inresponsetoyourrequest, enclosedisarkansasprevailingwagedeterminationnumber establishingtheminimumwageratestobepaidontheabove-referencedproject. Theserateswere establishedpursuanttothearkansasprevailingwagelaw, Ark. CodeAnn to andthe administrativeregulationspromulgatedthereunder. IftheworkissubjecttotheArkansasPrevailingWageLaw, everyspecificationshallinclude minimumprevailing wageratesforeachcraftortypeofworkerasdeterminedbythearkansasdepartment oflaborark. CodeAnn (b) (2). Also, thepublicbodyawardingthecontractshallcausetobe insertedinthecontractastipulationtotheeffectthatnotlessthantheprevailinghourlyrateofwagesshall bepaidtoallworkersperformingworkunderthecontract. Ark. CodeAnn (c). Additionally, thescaleofwagesshallbepostedbythecontractorinaprominentandeasily accessibleplaceattheworksite. Ark. CodeAnn (a). Alsoenclosedisa "StatementofIntenttoPayPrevailingWages" formthatshouldbeputinyour specificationsalongwiththewagedetermination. TheGeneral/PrimeContractorisresponsibleforgetting thisformfilledoutandreturnedtothisofficewithin30daysofthenoticetoproceedforthisproject. WhenyouissuetheNoticetoProceedforthisproject, pleasesendacopyofthenoticetomy office. Ifyouhaveanyquestions, pleasecallmeat (501) orfax (501) Sincerely, Enclosures LornaK. Smith PrevailingWageDivision

58 ArkansasDepartmentofLabor Determination #: PrevailingWageDetermination BUILDINGRATES Date: 10/16/2013 Project: NewandExistingMediumVoltageSwitchgear Site: UniversityofArkansas City: Fayetteville, Arkansas ProjectCounty: Washington ExpirationDate: 4/16/2014 Survey#: 713-AR05 CLASSIFICATIONBasicHourlyRateFringeBenefits AsbestosWorker/Insulator$ 13.40$ 2.44 Bricklayer/Pointer, Cleaner, Caulker, StoneMason$ 21.85$ 0.00 Carpenter$ 15.00$ 1.55 ConcreteFinisher/CementMason$ 14.85$ 3.00 ElevatorMechanic$ 24.30$ Glazier$ 14.30$ 1.55 HVACRMechanic (ExcludesDuctWork)$ 15.00$ 0.00 Ironworker (IncludingReinforcingWork)$ 15.40$ 0.00 Laborer$ 12.00$ 0.00 Marble/Tile/Terrazzo$ 22.95$ 6.41 MetalBuildingErector$ 15.50$ 0.00 Millwright$ 10.85$ 1.65 Painter/SheetRockFinisher$ 13.45$ 0.00 Plasterer$ 13.00$ 0.00 Plumber/Pipefitter$ 20.95$ 3.05 Roofer$ 13.75$ 0.00 SheetMetal (IncludesDuctWork)$ 17.55$ 1.65 SprinklerFitter$ 22.88$ Waterproofer$ 16.30$ 1.29 Group1 - Operator$ 15.10$ 3.40 Group2 - Operator$ 18.20$ 0.00 Group3 - Operator$ 15.05$ 1.50 Group4 - Operator$ 12.55$ 1.65 Laborer (Brick/StoneTender)$ 12.45$ 0.00 LowVoltage/AlarmInstaller$ 14.65$ 1.75 TruckDriver (ExcludesDumpTruck)$ 12.00$ 0.28 Electrician$ 19.95$ 2.80 Welders-receiverateprescribedforcraftperformingoperationtowhichweldingisincidental. Certified 7/1/2013 Classificationsthatarerequired, butnotlistedabove, mustberequestedinwriting fromthearkansasdepartmentoflabor, PrevailingWageDivision. Pleasecall (501) forarequestform. 10/16/20138:31AMPage1of1

59 PowerEquipmentOperators: GroupI Operatorsengagedinoperatingthefollowingequipment: Cranes, draglines, shovelsandpiledriverswithaliftingcapacityof50tonsorover, and operatorsofalltowerclimbingcranesandderricksrequiredtowork25feet oroverfromtheground, blacksmithandmechanics. GroupII Operatorsengagedinoperatingthefollowingequipmentorperformingwork relativetotheengineer'sjurisdiction: Hydrauliccranes, cherrypickers, backhoes, andallderrickswithaliftingcapacitylessthan50tons, as specifiedbythemanufacturer, allbackhoes, tractorortrucktype, all overhead & travelingcranes, ortractorswithswingingboomattachments, gradeallsallaboveequipmentirrespectiveofmotivepower, leverman engineer), hydraulicorbucketdredges, irrespectiveofsize, trackhoes, excavators. GroupIII HeavyEquipmentOperators. Operatorsengagedinoperatingthefollowing equipment: allbulldozers, allfrontendloaders, allsidebooms, skytracks, forklifts, allpushtractors, allpullscrapers, allmotorgraders, alltrenching machines, regardlessofsizeormotivepower, allbackfillers, allcentral mixingplants, 10Sandlarger, finishingmachines, allboilerfiremanhighor lowpressure, allasphaltspreaders, hydrotruckcrane, multipledrumhoist, irrespectiveofmotivepower, allrotary, cabletool, coredrillorchurndrill, waterwellandfoundationdrillingmachines, regardlessofsize, regardlessof motivepoweranddredgetenderoperator, asphaltpavingmachines. GroupIV LightEquipmentOperators. Operatorsengagedinoperatingthefollowing equipment: Oilerdrivermotorcrane, singledrumhoists, winchesandair tuggers, irrespectiveofmotivepower, winchoraframetrucks, rollersofall typesandpulltractors, regardlessofsize, elevatoroperatorsinsideand outsidewhenusedforcarryingworkmenfromfloortofloorandhandling buildingmaterial, Lad-A-VatorConveyor, batchplant, andmortaror concretemixers, below10s, enddumpeuclid, pumpcretespraymachine andpressuregroutmachine, aircompressors, regardlessofsize. Alllight equipment, weldingmachines, lightplants, pumps, allwellpointsystem dewateringandportablepumps, spaceheaters, irrespectiveofsize, and motivepower, equipmentgreaser, oiler, mechanichelper, drillingmachine helper, asphaltdistributorandlikeequipment, safetyboatoperatorand deckhand.

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