PREVENTATIVE MAINTENANCE SERVICES
BID/CONTRACT SPECIFICATIONS
EMERGENCY GENERATORS
Revised 10/13/2023
PART 1 – BID REQUIREMENTS
A. Specifications herein will be incorporated with the State of Indiana Professional Services Contract
Template (found at https://www.in.gov/idoa/state-purchasing/contract-administration/contract-
forms-manuals-and-templates/) to create the full DNR Preventative Maintenance Service
Contract. Prior to submitting their completed Request for Quotation (RFQ) bid packet, Contractors
are responsible for reviewing all clauses in the template and discussing any desired modifications
with the DNR Purchasing Buyer.
B. Prior to bidding, it is the responsibility of each Contractor to thoroughly familiarize themselves with:
• the location(s) of the proposed site(s),
• the tools, materials, parts, and labor necessary to execute the required services,
• each site’s seasonal start-up/shut down timing, maintenance histories, and active equipment
warranties, and
• the existence of any deferred maintenance items.
C. Prior to bidding, and/or as soon as it is known throughout the life of the contract, the Contractor
shall notify the State, in writing, of any deferred maintenance, or obsolete equipment, parts or
components, that are not maintainable under the terms of the contract. Contractors may perform
site visits, if desired, prior to submitting bid proposals to inspect and evaluate all equipment relevant
to the contract. If notification of non-maintainable equipment occurs prior to the bid due/open date,
then the State will inform other bidders accordingly of the disposition of those items, by addendum
of these specifications. If no such notification by the Contractor is given, then the Contractor shall be
responsible, at no additional charge to the State, for the preventative maintenance services for all
items, regardless of condition, as set forth in this contract.
D. At a minimum, pricing which shall be included in the Contractor’s bid are the following: all overhead,
profit, equipment, materials, vehicles, tools, overtime, travel expenses, and labor costs for crews
performing the scheduled service visits.
PART 2 – GENERAL REQUIREMENTS
A. Failure of the Contractor to meet all terms and conditions in the final, executed contract will result in
termination of the contract.
B. Contractor shall perform an initial site inspection separate from and prior to any pre-scheduled
service visits. During this initial inspection, the Contractor shall:
• Discuss with the property manager and the operators of equipment, or their designees, any
maintenance problems encountered historically,
• Become aware of manufacturer servicing recommendations and any existing equipment
warranties,
• Develop a maintenance protocol, and
• Return to proper condition any system that is discovered not to be in proper operation, as
defined by equipment maintenance manuals and/or this contract’s specifications, and
IDNR Preventative Maintenance Services Bid/Contract Specifications
Emergency Generators
• Review onsite operations and preventative maintenance documentation (e.g. manufacturer’s
maintenance recommendations, conditions reports, inspections, etc.) and provide any
relevant maintenance documents that may be missing.
C. It is the responsibility of the Contractor to verify the system equipment and any included
appurtenant devices/systems during the initial inspection and, prior to beginning work, provide a
written assessment of system equipment and appurtenant devices/systems, including any necessary
correction or update to the provided Schedule A (see PART 9 – SCHEDULE A).
D. The State shall provide the Contractor with a reasonable means of accessing the equipment covered
by this contract. The Contractor shall be free to start and stop all primary equipment critical to the
operation of the systems listed herein as arranged with the site’s property manager or their designee.
E. In the event a system is altered, or if any equipment is added or deleted, the specifications and
contract shall be amended by the State as required to reflect these changes.
F. The Contractor shall be liable for damage to property or injury to persons directly resulting from
accidents caused by the performance or non-performance of its obligations under this contract.
PART 3 – EMERGENCY SERVICES
A. Contractor may be called upon by the State to provide emergency services related to the systems and
equipment identified within the scope of this contract. Emergencies shall be considered as additional
to, and outside of, the specifications, terms, and conditions, outlined by this preventative
maintenance services contract and its related purchase order. Emergency services are defined as
work requested by the State which is outside of the dates identified in the planned maintenance
schedule submitted by the Contractor and in exception to the conditions and requirements outlined
in the contract’s technical specifications.
B. Emergency calls may occur outside of normal business hours, including evenings, weekends, or
holidays, and may necessitate the incurrence of overtime to maintain proper operation of the
systems listed herein. The Contractor shall respond by phone to an emergency call within thirty (30)
minutes and provide onsite service within a timeframe agreed upon with the site’s property manager
or their designee. If the Contractor is unable to respond timely, or is unable to provide the requested
emergency service, then the site’s property manager may opt to contact another vendor.
C. Emergency calls shall be invoiced by the Contractor separately from any planned costs allowable
under this preventative maintenance services contract.
PART 4 – CODE REQUIREMENTS AND MANUFACTURER INSTRUCTIONS
A. Contractor shall perform the work under this contract in accordance with the requirements of
manufacturer recommendations, industry standards, and all Federal, State and Local codes govern
the requirements of the services. In case of conflicts between State and Local codes and regulations,
State codes and regulations shall prevail.
B. Contractor shall immediately notify the State, in writing, if they observe that these contract
specifications are at variance with or in conflict of the service instructions of any manufacturer in any
respect.
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C. If the Contractor performs any work contrary to State Building Rules and Regulations, ordinances, or
any manufacturer's printed instructions, then the Contractor shall bear all costs resulting from such
non-compliance.
PART 5 – SCHEDULING SERVICE VISITS
A. All work pursuant to the preventative maintenance services contract shall be performed Monday
through Friday, between the hours of 8 am and 5 pm (local site time), unless otherwise authorized in
advance by the site’s property manager or their designee. On each scheduled day of service, prior to
performing any work or inspections, the Contractor’s personnel shall report to the site’s office to
inform the site’s property manager or their designee of their arrival.
B. Each preventive maintenance service visit shall be pre-scheduled and directed from a maintenance
management program initiated and maintained by the Contractor.
C. A scheduled visit is defined as the contiguous number of work hours or days required to inspect and
service the identified equipment outlined in or implied as covered in the scope of this specification
and contract. This, however, does not limit the Contractor from scheduling as many inspections or
service calls as deemed practical and necessary to keep all equipment in satisfactory operating
condition.
D. Scheduled visits may not begin until the contract and its related purchase order have been fully
executed and approved. The Contractor's preventative maintenance schedule shall be submitted to
the site’s property manager or their designee, at least seven (7) days prior to the first visit. This
schedule shall specify the following:
• Dates of scheduled preventive maintenance service visits per building or equipment
• Description of service to be performed during each visit
• Listing of the service report/work order document(s) that will be submitted by the
Contractor after each service visit
E. Once the Contractor’s maintenance schedule has been submitted and approved, no deviation from
the scheduled date(s) of service shall be permitted without prior approval from the site’s property
manager or their designee.
F. Any required call-back maintenance within ten (10) calendar days of a scheduled maintenance visit
shall be considered a continuation of the visit service period and not considered as a separate
emergency visit. Call backs on failed equipment which has not received the required service within
the service period shall be considered as covered expenses within this contract and shall not be
charged to the State.
G. No additional fees shall be charged to the State for time spent by the Contractor’s personnel awaiting
the arrival of additional coworkers or the delivery of tools, materials, parts, or equipment, nor will
additional fees be charged for multiple visits resulting from contractor deficiencies including, but not
limited to, inexperienced personnel, incorrect or temporary installation of parts/equipment, or poor
workmanship.
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H. If the Contractor does not appear for a preventative maintenance service visit on the scheduled
date(s) and has not made any prior reasonable attempt to reschedule the date(s), then payment shall
not be approved for that maintenance period.
PART 6 – SERVICE DOCUMENTATION
A. Immediately upon conclusion of a scheduled preventative maintenance or emergency service visit,
the Contractor shall provide the site’s property manager or their designee with a legible service
report or work order, including any checklist(s) or notes. If, for some reason, the property manager
or their designee cannot be located at the conclusion of the service visit, then the service
report/work order shall be provided via email or US Mail by the Contractor directly to the site within
three (3) business days after the visit.
B. Service reports/work orders shall state what work was performed on what equipment, as well as the
location, the technician’s name, the wrench time for each item, and a list of all parts and materials
used during performance of the preventative maintenance service visit.
C. The State shall sign the provided service report/work order and retain one (1) copy. Failure to
supply a complete, legible, and acceptable service report/work order will constitute an incomplete
service visit.
PART 7 – PAYMENT
A. Payment shall follow all terms and conditions outlined within the preventative maintenance services
contract and/or the associated purchase order.
B. The contract pricing base bid shall be payable in arrears.
C. Invoices resulting from preventative maintenance service or emergency visits shall be provided
directly to the site’s property manager or their designee either at the conclusion of the service visit or
via email or US Mail no later than seven (7) business days after the conclusion of the service visit.
The State shall require the Contractor to update or adjust the invoice date on any invoices not
provided in a timely manner.
D. Invoices will not be processed until any necessary post-service visit inspections by the State have
been completed.
PART 8 – SUMMARY OF WORK
A. Contractor shall provide sufficient means and methods, including experienced and qualified
personnel, to keep all equipment covered by these specifications operating properly.
B. Contractor shall be able to program and service the control systems specific to the site(s) and
equipment included in this agreement and shall be responsible for the procurement of any software
required to perform this function.
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C. Work shall be performed on major items of equipment listed in PART 9 – SCHEDULE A at the site(s)
indicated on this bid/contract, plus any appurtenant devices/systems that are related to the listed
equipment covered by this contract.
D. This preventative maintenance services program shall include the systematic inspections, service,
repair, part replacements, call-back service, testing, cleaning and adjustments, as specified herein, to
maintain all Emergency Generator Equipment in accordance with manufacturer specifications,
NFPA and industry standards, building codes, and State expectations. This includes, but is not limited
to, the major pieces of equipment shown on the Schedule A (see PART 9 – SCHEDULE A), fuel testing,
and appurtenant devices and systems, including transfer switches.
E. The Contractor shall make one (1) pre-scheduled service visit per year to be completed before
October 1 of each year, and shall perform all necessary preventive maintenance service and repairs
as required by these specifications and the inspection program document.
PART 9 – SCHEDULE A
For each site covered by this contract, the Schedule A provides the following:
• Contact information for the IDNR site’s property manager or their designee
• Inventory of equipment to be serviced, including its location at the site, description, manufacturer,
and other known identifying information
• List of equipment warranties with expiration dates
The Schedule A shall be updated by the Contractor throughout the life of the contract.
The Schedule A document(s) relevant to this contract are attached to these specifications on the
following page(s).
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