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TRANSMITTAL MEMORANDUM TO:
The Honorable Mayor and City Council
FROM :
Karl R. Amylon , General Manager
DATE:
November 29, 2017
RE:
Exempting the Procurement of Whitman Lake Hydroelectric Project Electric Valve Actuator System From Competitive Bidding/Written Quotation Requirements of the Ketchikan Municipal Code - Rotork Controls Inc.
The motion detailed below was prepared at the request of Electric System Engineering Manager Jeremy Bynum, who asked that it be placed before the City Council for consideration at its meeting of December 7, 2017. If adopted, the motion provides for exempting the procurement of an electric valve actuator system for the Whitman Lake Hydroelectric Project from the competitive bidding/written quotation requirements of the Ketchikan Municipal Code and authorizing the purchase of such a system from Rotork Controls Inc. at a cost not to exceed $12,084.55. Subparagraph 6 of Section 3.12.050(a) of the Ketchikan Municipal Code provides for exempting the purchase of such services from competitive bidding/quotations when: "Supplies, materials, equipment or contractual services which should be purchased from a specific source in order to prevent incompatibility with previously purchased supplies, materials, equipment or contractual services. For the purpose of this paragraph, the term "incompatibility" is defined as: (A) The inability to interconnect, combine, interchange, or join; or (B) That which causes substantial duplication in maintenance, expertise or training or in the stocking of parts, materials, supplies or replacement. Any purchase which is to be excluded from competitive bidding by authority of this subparagraph which exceeds $10,000, must first be approved by the council."
The rationale for the exemption is detailed in Mr. Bynum's transm ittal memorandum and needs no elaboration on the part of my office. I concur with the Electric System Engineering Manager's recommendation. Mr. Bynum and the Electric Division Manager will be attending the City Council meeting of December 7, 2017, in order to address any questions and/or concerns that Councilmembers may have. A motion has been prepared for City Council consideration. RECOMMENDATION
Pursuant to subparagraph 6 of Section 3.12.050(a) of the Ketchikan Municipal Code, it is recommended that the City Council adopt the motion exempting the procurement of an electric valve actuator system for the Wh itman Lake Hydroelectric Project from the competitive bidding/written quotation requirements of the Ketchikan Municipal Code; authorizing the General Manager to purchase such an electric valve actuator system from Rotork Controls Inc. at a cost not to exceed $12,084.55; approving funding from the Electric Division's 2017 Whitman Lake Hydroelectric Project Carry Over Work Items capital account; and directing the General Manager to execute the contract documents on behalf of the City Council. Recommended Motion: Pursuant to subparagraph 6 of Section 3.12.050(a) of the Ketchikan Municipal Code, I move the City Council exempt the procurement of an electric valve actuator system for the Whitman Lake Hydroelectric Project from the competitive bidding/written quotation requirements of the Ketchikan Municipal Code; authorize the General Manager to purchase such an electric valve actuator system from Rotork Controls Inc. at a cost not to exceed $12,084.55; approve funding from the Electric Division 's 2017 Whitman Lake Hydroelectric Project Carry Over Work Items capital account; and direct the General Manager to execute the contract documents on behalf of the City Council.
AGENDA -12/07/17- KPUCA1
KPU
Electric Division I 065 Fair Street Ketchikan, AK 99901 Phone: (907) 225-5505 Fax: (907) 247-0755
TRANSMITTAL MEMORANDUM TO:
Karl Amylon, KPU General Manager David Martin, KPU Assistant Manager
FROM:
Jeremy T. Bynum PE, Electric System Engineering Manager
DATE:
November 28,2017
SUBJECT:
Sole Source Procurement of Whitman Valve V7 Actuator
This is a request for City Council approval to sole source the purchase of one ( 1) Rotork® threephase electric actuator system used for automation Whitman Powerhouse Valve V-7. The purchase request is for the amount of $11,084.55 plus an estimated shipping of cost $1,000 for a total of$12,084.55. A quotation is attached. KPU Electric is improving our ability to operate the Whitman Powerplant through system automation and operation from the Bailey Operations Center. This valve actuating system will allow for remote configuration of the Whitman penstocks based on generator selection and load settings. Currently, the existing valve (V -7) must be manually operated by the timely dispatch of KPU personnel. Weather, time of day, weekends, and holidays interfere with timely dispatch. Automation of the valve will allow proper water flow and pressure control across the penstocks and ultimately reduce labor and overtime cost during changes in the power system. The components identified in the attached quotation are required to match the existing Rotork® valve system and configuration; matching equipment is required for this valve assembly to properly function. Funding for this expenditure comes from the 2017 Electric Division CIP # 1, "Whitman Lake Hydroelectric Project."
Attachment: 20171128 Council - Whitman Valve V7 Quotation CUS047833-00- l.pdf Cc:
Andy Donato, Electric Division Manager
KETCHIKAN PUBLIC UTILITIES
rotorlf
Rotork Controls Inc. 1460 Cader Lane Suite A Petaluma, CA 94954 Phone: +1 707 769 4880 Fax: +1866 269 9577 www.rotork.com
Date: 11/28/2017 Ketchikan Public Utilities 2417 Tongass Ave #119D Ketchikan, AK 99901 Your reference : Ketchikan Public Utilities Our reference : CUS047833-00-1 Quotation expiry: 1/ 27/ 2018
Please quote our reference on all correspondence and purchase orders. Mr Charlie Shaffer, We are pleased to submit our quotation. Comments with regard to any specification(s) received have been included where necessary. QUOTATION VALIDITY PERIOD This quotation is valid for acceptance for 60 days. CURRENCY All prices are quoted in US Dollars. PRICES The prices detailed in our quotation are NET. PAYMENT TERMS Payable within 30 days of invoice date. Subject to credit status at time of order and shipment. ESTIMATED DISPATCH 10-12 working weeks. The above is based on receipt of order with full specifications required for production of equipment offered. Should this delivery not be suitable for your requirements, please contact the undersigned who will be pleased to assist where possible. DELIVERY TERMS Ex-works Rotork Controls Rochester, NY. Packing and freight are not included. WARRANTY The actuators offered remain under standard warranty for a period of 12 months from commissioning or 18 months from ex-works dispatch, whichever is soonest. However, if during this period a Rot ork Service Engineer performs commissioning, extended warr anty will be included for a further 12 mont hs from the commissioning date.
CUS047833-00-1
11/28/2017
Ketchikan Public Utilities
rotorlf
TERMS AND CONDITIONS: This quotation is conditional on the terms of the relevant Rotork Conditions of Sale applying, copies of which are available on Rotork' s website (www.rotork.com/en/about-us/index/termsandconditions) or on request. By placing an order on us, you confirm you have read, understand and agree to these Conditions of Sale applying to the supply of goods and/or services by us. IQ3 DESCRIPTION: The IQ Range of 3-phase electric actuators is described in publication PUB-002-038 which is available at http://www.rotork.com/en/master-record/8923 and Includes: • Double-sealed watertight enclosure to BS EN IEC60529, IP68/IP66 and NEMA type 4&6. • Three phase low inertia squirrel cage motor, class F insulation, incorporati ng thermostat protection. • Syncrophase, auto phase rotation correction and lost phase protection. • Integral electrically and mechanically interlocked reversing contactors, suitable for up to 60 starts/hour. • Drive incorporating lost motion ' hammer-blow', for releasing sticking valves. • Integral illuminated, digital valve position indicator showing 0.1% increments in valve position with closed and open valve limit symbols, torque or other status data. • Three LED's for local indication; red-open, yellow-intermediate, green-closed (can be reversed), blinker conflgurable. • Red, pad lockable Local Control/Stop/Remote Control selector, Black, Open/Close selector. • Padlockable manual override clutch lever, clockwise to close handwheel, non-rotating during electric operation • Non-intrusive limit setting, commissioning and control configuration using the supplied lnfra-red/Biuetooth Setting Tool. • Adjustable electronic torque switches 40% to 100% of rated . • Logging and display of operational events and trends including motor starts and valve torque profi les. • Asset Management Log and display options including valve/actuator/gearbox data and configurable service alarms • Externally and internally sealed terminal enclosure with three threaded cable entries. • Polyester powder coating applied by electrostatic means to 100 micron nominal thickness. • POSITION SENSOR: Absolute encoder provides continuous high resolution position measurement which is fully maintained during manual operation and w ithout a power supply or battery support. • BATIERY SUPPORT- POWER OFF CONDITIONS: The battery is not required for position sensing it does however support the LCD display, operation of indication relays, commissioning and data logging functions in the absence of mains power. IW QUARTER TURN GEARBOX: The IW series of quadrant worm operators has been designed with customer stocking in mind, and features a removable steel output sleeve to facilitate bore and keyway machining. This separate output sleeve can be positioned through 90Q steps on the IW3 & through 4SQ steps on the IW4 to IWll. The baseplate can be positioned through 4SQ steps on the IW3 to IWS and through 22.SQ steps on the IW6 to IW12. This facility allows for on or off centre mounting on the valve stool without special machining. Operating temperature normally ranges from -40 to +120 QC, although other temperature ranges are available on request. Standard input (for actuation purposes) and output flanges are to ISO 5211 standard. However, equivalent standards such as MSS & DIN can be supplied. Application: Rotork Gears IW series operators are quarter-turn devices intended for the operation of ball, plug and butterfly valves as well as power and process dampers. The gearboxes are suitable for manual and motorised applications. Features: • Totally enclosed gearing. • Grease filled for life & fully sealed.
Page 2 of 5
CUS047833-00-1
11/28/2017
Ketchikan Public Utilities
rotorlf
• Comprehensive gear ratios combined with a selection of auxiliary input spur gear reducers. • Angular contact bearings supporting worm shaft. • Removable output sleeve. • Repositionable baseplate facility. • Adjustable mechanical stops (at 0!! and 901! ±S!!). Environmental Specification: • Enclosure : IP67 standard suitable for submerged duty up to a depth of 1 metre for 30 minutes. • Enclosure IP68 suitable for submerged duty up to a depth of 1S metres for 72 hours. • CS type suitable for continuous submerged duty up to a maximum depth of 1S metres. • Temperature: -40 to +120 !!C (-40 to +2SO !!F) WIRING DIAGRAM IQ3 Basic: Wiring diagram 100BOOOO is described in 10/IQT Control and Monitoring publication (PUB002-041) and includes: • CONTROL SUPPLY: 20- 60VDC/40 -120VAC or actuator derived 24VDC • CONTROL INPUTS: 6 inputs for open, close, stop/maintain, ESD and interlock signals • INDICATION CONTACTS: 4 volt-free (SPST) latching contacts (S1-S4), rated at 120VAC/30VDC, SmA to SA, each conflgurable NO or NC to signal one of the following; open/closed or intermediate positions, moving (continuous or pulsing), Handwheel operation, local selected, remote selected, open/close interlock active, ESD active, motor tripped on torque in mid travel/going open/going closed, valve jammed, loss of power/phase or control supply, battery low, internal failure detected, thermostat tripped, programmable service alarms. • MONITOR AND AVAILABILITY RELAY: Independent relay with volt-free changeover contact, rated at 120VAC/30VDC, SmA to SA. De-energises in case of; loss of power/phase or control supply, local control or local stop selected (can be excluded), motor thermostat tripped or detected internal failure POWER SUPPLY: The actuators offered are suitable for operation on a nominal supply of 480-3-60Hz. ENCLOSURE RATING IP68- NON HAZARDOUS: Enclosure certified for IP68 (Double Sealed)- NON-HAZARDOUS. Please advise, giving details, if the actuators are required for use in a hazardous area so we may re-quote accordingly.
2017 ROTORK FIELD SERVICE RATES- MAINLAND USA: NOTE: Minimum 4 hours labor charge+ all Expenses: Labor Regular Time Monday- Friday $160hr/ or $1,280/8 hr day Saturday & Sunday, Holiday $240/hr or $1,920/8 hr day Labor Overtime & Holidays: Monday- Friday $24S/hr Saturday-Sunday, Holiday $28S/hr Travel time starts when the technician departs the Rotork facility. All travel expenses paid by customer at cost that includes, but not limited to: 1. Round-trip transportation 2. Lodging 3. Meals Note: Round-trip transportation includes: airfare, car rental, taxi, Rotork vehicle per mile, gas, parking tolls, and any other charges incurred in getting from Rotork office to jobsite and back. Training Class (up to 8 persons) for 8hrs $3,500/class/day Actions to be performed during startup:
Page 3of 5
CU$047833-00-1
11/28/2017
Ketchikan Public Utilities
rotorif
-Test and calibrate option cards (If present) -Set Limits -Set Torque (If available) -Program main pcb switches (If present) -Test Operations -Diagnose if problems arise Notes: Assumes free and clear access to valve, electrician on site for wiring, and inspector(if needed) to verify functionality/operation. If delays are experienced beyond Rotork's Control the additional time will be charged at $160/hr and/ or $245/hr OT. **ABOVE RATES SUBJECT TO CHANGE WITHOUT NOTICE***
Please review quoted hardware to insure compliance with requirements. We feel we have interpreted your requirements correctly and look forward to being of further service to you in the future. If you have any questions, please call me at (707) 769-4880 x14102 Best Regards,
Paul Black Inside Sales Engineer - West Coast Factory Store Rotork 1460 Cader Lane, Suite A Petaluma, CA 94954 Tel: 707-769-4880 ext. 14102 email:
[email protected] I web: www.rotork.com
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~. Rel1abJI1~y
Keeping the Wor ld Flowing
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Innova tion
Please send RFQ's to:
[email protected] Please send PO's to:
[email protected] Page 4 of 5
CUS047833-00-1
11/28/2017
rotorlf
Ketchikan Public Utilities
Schedule of Equipment- Electric Actuators;
Electric Actuators:
Electric Actuators extras jnc!uded;
tr.
1
IQ Size 1G-18 Low Temperature -40· c to +7o· c
~rifhf·"!ltii~ USD 11,084.55
Page SofS
Division: Electric
Project Priority:
Project Title: Whitman Lake Hydroelectric Project Carry Over Work Items Description:
Start Date: End Date:
Project Number:
1 01/11 12/17
Remaining funds of $175,000 from the 2016 Whitman Lake Hydroelectric Project capital account should be carried over to 2017, in order to fund remaining work scope components that include: powerhouse and access paving, dam parapet wall and railing, remote valve operation and other similar work.
Source of Funds
Prior Years
Reappropriated
Adopted 2017 New Funding
Estimated Project Cost: Design/License Land/Right-of-Way Construction Management Construction Equipment Other (Hatchery) Other (Financing Costs)
3,715,770 422,000 1,200,000 17,946,237 4,960,000 1,520,000 1,578,638
Project Total
31 ,342,645
Projected Requirements Total
2018
2019
2020
2021
Total Project
Revenue Generating Fund State Grant Revenue Bond Borough Grant
1,174,143 12,493,502 15,000,000 2,500,000
175,000
175,000
1,349,143 12,493,502 15,000,000 2,500,000
Total
31,167,645
175,000
175,000
31,342,645
C-2