Title: Electric Motor, Pump and Rotating Equipment Repair/Service/Replacement for the Water and Sewer Department

Deadline: 3/22/2023 3:00 PM   (UTC-06:00) Central Time (US & Canada)

Status: Deadline Expired

Solicitation Number: ITB WS 29-23

Description: PURPOSE: The purpose of this bid is to establish a contract for Electric Motor, Pump and Rotating Equipment
Repair/Service/Replacement dealing with equipment owned and operated by Okaloosa County Water & Sewer
(OCWS).
REQUIREMENTS:
1. The bid shall include quotes for percentage markup of replacement parts and hourly shop and hourly
machinists' rates for work on electric motors, pumps and rotating equipment, including work deemed
outside the scope of these specifications. Vendor records pertaining to Okaloosa County jobs must be
available for audit if requested.
a. Note: In the event services and/or repairs are needed that are not contained herein, the County
reserves the right to request quotes from the successful bidder and order the needed services
and/or repairs. The County also reserves the right to utilize additional vendors in the event the
successful bidder is unable to perform the needed services and/or repairs. However, this clause
will not be used to evade the intent of this Invitation to Bid.
2. Hourly rates shall be based on straight time of all work required except as designated on Bid Form for
emergency turn-around.
3. Emergency or fast turnaround jobs shall be quoted using emergency labor pricing, parts percentage
markup and materials with a not to exceed guaranteed time limit. The County reserves the right to request
quotes from other vendors if deemed necessary based on time limitations given.
4. Vendor shall furnish all technical supervision, equipment and materials as required for the maintenance
of the motor as defined by this Specification and the scope of work requested.
5. Vendor shall not be responsible for mechanical or electrical work at Okaloosa County facilities. Motors
shall be electrically and mechanically disconnected from the driven equipment and loaded on the vendor
transport by the County, or delivered by County Staff (County discretion). Motors shall be unloaded,
reinstalled, set and aligned by the County.
6. Maintenance performed and materials of components supplied under the terms of this Specification shall
at a minimum meet the latest revision of the following codes and standards:
ANSI/IEEE: Standard 43-1974 "Recommended Practice for Testing Insulation Resistance of
Rotating Machinery" IEEE: Standard 62-1978 "Guide for Field Testing Apparatus insulation"
"EASA Standards for the Electrical Apparatus Sales & Service Industry" NEMA: Standard
Publication NO. MG1 "Motor and Generator Standards"
7. This specification or applicable portions thereof shall be used as the basis for the inspection and
applicable maintenance of the motors.
8. Technical documentation required in excess of that provided by the County shall be the responsibility
of the contractor.
TECHNICAL REQUIREMENTS
Note: Abnormalities found during the disassembly, testing and maintenance of the motors which are outside
the original scope of the maintenance/repair activities shall be brought to the attention of the county
representative so that suitable corrective measures can be defined and planned. (The County reserves the right
to do an on-site visual inspection). These activities shall not be performed by the contractor until authorized by
the County in writing.
1. As used herein, RECONDITION services shall include:
􀁸􀁸 Replace bearings
􀁸 Replace seals
􀁸 Replace 0-rings
􀁸 Oil/Sight Glass replacement; if applicable
Recondition services shall be invoiced based on the applicable hourly rate and percentage markup for
replacement parts.
2. As further detailed below, RECONDITION & REWINDING services shall include:
􀁸 All recondition items above
􀁸 Windings
􀁸 Coating/baking
􀁸 Thermal protection installation/replacement
Recondition & Rewinding services shall be invoiced based on the applicable hourly rate and percentage
markup for replacement parts.
3. INITIAL INSPECTION/TESTS
a. The motor shall be visually inspected before disassembly for obvious damage and defects.
Notes of the as-found condition of the motor should be made on the inspection record.
b. Insulation resistance to ground of all windings shall be taken and recorded. A polarization index
shall be calculated and recorded for medium voltage motors. Voltage test levels shall be
consistent with the operating voltage of the motor being tested.
c. Air gap shall be measured and recorded at the 12, 3, 6 and 9 o'clock positions at both ends of
the motor.
d. The motor shall be dismantled and inspected for defective components. Care should be taken
during the disassembly to ensure components are marked for identification and orientation for
reinstallation.
4. ROTOR INSPECTION/TEST/RECONDITIONING
a. The rotor and shaft shall be visually inspected for physical damage or signs of abnormal
operation.
b. A core loss test shall be performed on the rotor. Results shall be recorded on the test report.
c. Thoroughly clean and dry the rotor and shaft.
d. Inspect the rotor laminations and verify they are firm and secure on the shaft. Dress any minor
rubs or burrs.
e. Inspect the rotor bars for signs of fatigue or cracking especially at the end ring connections.
NDE methods may be requested if questionable indications are found.
f. Inspect end rings for signs of overheating, arcing or burning.
g. Inspect the shaft and coupling fits. Verify proper tolerances of the key/keyway.
h. Measure and record the shaft runout and inspect the bearing journals and seal areas for signs of
overheating or scoring. Shaft metalizing, machining, straightening or replacement is deemed
outside the scope of this maintenance activity and shall not be completed without prior approval
from the County.
i. Dynamically balance the rotor to a vibration level of 0.5 mils.
5. STATOR INSPECTION/TEST/RECONDITIONING
a. Visually inspect the stator for signs of damage or abnormal operation. These would include
rubs, overheating, loose coil ties or edges, etc.
b. A core loss test shall be performed on the stator. Results shall be recorded on the test report.
c. Thoroughly clean and dry the stator and motor housing. Verify cooling passages are completely
free of foreign material.
d. Inspect and clean the motor leads and lead terminals.
e. Repair/replace loose winding ties and blocking.
f. Tighten loose slot wedges.
g. Dress and separate shorted laminations.
h. Motor stator shall receive one complete dip and bake cycle using a two-part epoxy varnish. The
coating shall be compatible with the entire insulation system and be suitable for the
environment of the motors.
6. STATOR REWINDING
a. All rewinding shall include complete reconditioning. Reconditioning is defined as;
replacement of bearings, seals, O-rings, oil and labor.
b. All winding to include thermal protection installation/replacement (if necessary).
c. Old windings shall be removed in a manner which prevents warping or cracking of the frame
and deterioration of the core laminations or its magnetic qualities.
d. Stator slots and core laminations shall be cleaned, inspected and dressed as necessary.
e. A stator core loss test shall be performed following winding removal and stator inspection.
f. Core damage that requires iron replacement or total restocking is deemed outside the scope of
this maintenance activity and shall not be completed without prior approval from the County.
g. Rewind material specifications shall meet or exceed the existing windings with regard to the
number and size of conductors and insulating capabilities (electrical and thermal). Materials
shall be upgraded when physically possible.
h. A test coil shall be VPI treated with the stator. The coil shall be destructively examined to
ensure full penetration of resin. Repeat VPI treatment as necessary to provide complete resin
penetration.
i. The stator and test coil shall be dipped and baked a minimum of two times. The test coil is to
be returned with the motor.
j. Following rewind, HV or Hipot at 1.7(2E + 1000) volts DC.
7. MECHANICAL INSPECTION/RECONDITIONING
a. Measure and record bearing, seal and journal dimensions (include bearing OD and bearing
housing fits when rolling element bearings are used). Verify proper tolerances and
concentricity.
b. Rolling element bearings shall be replaced with new sealed bearings with C-3 clearance and
ABEC construction.
c. No knurling, peening or adhesives will be used as a means of retaining bearings to the shaft or
in the bearing bracket.
d. Sleeve bearings shall be reused when possible. Clearance shall be maintained at a maximum of
0.002" for the first inch of shaft diameter plus 0.001" of additional inch of shaft diameter.
e. Sleeve bearing work is deemed outside the scope of this maintenance activity and shall not be
completed without prior approval from the County. ASTM 823 alloy 2 or 3 shall be used for
any rebabbitting work required. Sleeve bearing work shall be quoted based on the “Services
and Charges” section of this Specification.
f. Sleeve bearings shall have a minimum of 80% journal surface contact in a strip approximately
one inch wide in the bottom half of the bearing.
g. Final "As-Left" bearing clearance data shall be taken and recorded.
h. Motor frame shall be degreased, cleaned and painted with a quality coating system suitable for
the motor application (primer and finish coat) from Carboline, Sherwin Williams or other
manufacturer approved by the County.
i. Motor frame shall be degreased, cleaned and painted with a quality coating system suitable for
the motor application (primer and finish coat) from Carboline, Sherwin Williams or other
manufacturer approved by the County.
8. FINAL ASSEMBLY INSPECTION/TESTS
a. Prior to assembly machined surfaces shall be cleaned and polished and all threaded holes shall
be cleaned and tapped.
b. Motor shall be reassembled with new nuts, bolts and gaskets as necessary. Nuts and bolts shall
be USA manufactured Grade 5 or better.
c. Bearings shall be properly positioned on the shaft.
d. Rotor to armature position on horizontal motors will be such that end thrust against either
bearing is eliminated. Sleeve bearing end play shall be approximately l/8" per inch of shaft
journal diameter. Rolling element supplied machines shall have sufficient end plan to allow for
shaft expansion caused by temperature rise.
e. Vertical machines shall have thrust bearings set per the manufacturer's specification.
f. Rolling element bearings shall be property lubricated in accordance manufacturer's
recommendations and grease fittings removed and holes plugged.
g. Sleeve bearing shall be properly lubricated in accordance with manufacturer's
recommendations and oil ring freedom of movement verified.
h. Rotors shall be checked for freedom or rotation.
i. Sight glasses replaced where applicable.
i. Perform and record the results of a low resistance phase test for each phase.
j. Perform and record the results of an insulation resistance test to ground for all windings. A
polarization index shall be calculated and recorded for all medium voltage motors. Voltage test
levels shall be consistent with the opening voltage of the motor being tested.
k. Perform a surge comparison test (turn to turn) in accordance with test equipment
manufacturer's instructions and verify satisfactory results.
I. If previous test results are acceptable, the motor shall be energized at rated voltage and run for
a period of one hour or until sleeve bearing temperatures have stabilized for a minimum of 15
minutes. Notify County representative of bearing temperatures above 160 degrees Fahrenheit.
m. During the test operation the following data is to be recorded at no longer than fifteen-minute
intervals.
Bearing Temperatures Stator Temperatures Phase Currents
Phase Voltages
Vertical, Horizontal, Axial Vibrations
n. Blue shaft and scribe magnetic center on the motor shaft.
o. Terminate test, shut down motor and drain oil from the bearings and tag appropriately.
p. Complete final assembly as necessary and prepare motor for shipment.

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Documents:

Documents as of 2/17/2023
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