section 01820 manuals and training part 1 general 3 spec... · section 01820 manuals and training...

SEPTA A&E Services for MSHL CBTC Manuals and Training

Addendum 3 01820-1 June 25, 2015

SECTION 01820

MANUALS AND TRAINING

PART 1 – GENERAL

1.01 DESCRIPTION OF WORK

A. This section specifies requirements for the provision of a complete and all-

encompassing training program for the SEPTA MSHL CBTC System. This section

also specifies requirements for the provision of Operation and Maintenance (O&M)

Manuals for the SEPTAMSHL CBTC System.

B. This document applies to the entire MSHL CBTC System which includes but is not

limited to the following equipment:

1. CBTC trackside

2. CBTC onboard

3. Operational Control Centers (OCCs) and Maintenance Control Centers

(MCCs)

4. Ground Based Communications and Radio Frequency (RF) Communication

Subsystems

5. Interlocking Subsystem

6. Local Traffic Controller (LTC) Subsystem

7. Test and Diagnostic Equipment

8. Power Supply Equipment

9. Other Equipment as required by a Contractor’s Particular Design

C. The Contractor shall furnish complete documentation including, but not limited to,

maintenance manuals, part lists, wiring drawings, instruction sheets and detailed

component documentation for the entire MSHL CBTC System. Documentation shall

be provided in final form before any portion of the System is placed in-service or as

otherwise indicated in these Contract Specifications.

D. The Contractor shall also develop and provide an operation, installation, and

maintenance training program for SEPTA personnel as specified herein. Training of

all SEPTA personnel shall be completed before any portion of the System is placed

in-service or as otherwise indicated in these Contract Specifications.

1. Instruction: Classroom instruction shall be designed to cover, in detail, the

functions of each subsystem including the interrelationships of the subsystems.

Fault isolation and troubleshooting techniques shall be covered to the extent

necessary in preparation for maintenance laboratory instruction and shall be

designed to provide SEPTA engineering and maintenance personnel with


Addendum 3 01820-2 June 25, 2015

practical experience in the performance of preventive and corrective

maintenance, including routine servicing. Troubleshooting and fault isolation

of simulated faults shall be provided for each sub-system.

2. Simulations: Troubleshooting and fault isolation of simulated faults shall be

provided for each sub-system including all special test equipment provided.

The maintenance laboratory instructions shall be designed to conclude with a

dynamic system fault isolation exercise.

3. System Operational Simulations: The System Simulator specified in these

Contract Specifications shall be used to train OCC and MCC personnel in the

operation of the System. Training scenarios shall include all normal

OCC/MCC operations, faults and equipment malfunction, as can reasonably be

expected to occur.

E. The Training Program shall employ a combination of formal classroom instruction

and "hands-on" training using either actual system equipment or subsystems or

components (subsets) to allow the introduction of faults, fault diagnosis procedures

and repair techniques. Systems or equipment in-service shall not be used for training.

The Program shall be based on the use of the publications and manuals provided by

the Contractor.

F. Classroom instruction shall be presented utilizing Web-based training aids, Power

Point presentations, and video sessions. Presentations and training materials shall

utilize oversize diagrams from the actual O&M Manuals, as well as actual equipment

models and mock-ups. Upon completion of the training, the student shall not only

have a basic understanding of the subject matter, but shall also be well versed in how

to obtain any needed information from the training publications, or from a network

server. Hands-on training shall target seventy five (75) percent of the classroom

instructional hours. Training shall be based on equipment, functions, tasks and target

audience.

G. Training Program Courses shall consist of a series of instructional classes for each

system, topic or craft, as applicable. Training shall be organized into either (8) hour

classes. Instruction shall include the functionality of each system, sub-system,

assembly, and sub-assembly to at least the Lowest Level Replaceable Unit (LLRU)

level, and the essentials of their operation and maintenance, as appropriate.

H. A Lesson Plan shall be developed for each unit of instruction, whether conducted in

the classroom or field, and shall include the following:

1. Student prerequisites, including SEPTA craft or job category, prior knowledge,

and skills;

2. Measurable learning objectives;

3. Material shall cover safety considerations, fault isolation and all levels of

inspections;

4. Time required for instructional units of the lesson;


Addendum 3 01820-3 June 25, 2015

5. Lists of training aids and other training technology;

6. Set-up time and lists of equipment for hands-on sessions;

7. Safety, protective equipment and hazards;

8. Instructor preparation;

9. Student preparation;

10. Evaluation of students (tests);

11. Lesson summary;

12. Student application of material; and

13. Student assignments.

I. For each course the Contractor shall furnish the following:

1. Instructor Guides in three ring binders containing a series of Lesson Plans

covering all training material for the complete course, divided into class topics

and individual presentation units. The guides shall include:

a. Table of Contents: providing a breakdown and listing of all topics

contained in the instruction guide.

b. Introduction: including course outline, purpose, objective, and testing

and evaluation procedures.

c. Class Instructions: for each unit of instruction, including all information

necessary for presentation to the class in a logical, systematic approach,

including purpose, objectives, student material and handouts, tests and

evaluations, administration requirements, time frames, and lesson plans.

Class instructions shall explain how best to integrate audio/visual aids

and other training technology into each Lesson Plan.

d. Student Guide Notations or Materials: instructors shall have notations on

pages to indicate which ones are also provided in the Student Guides.

Copies of materials provided to students shall be provided to instructors,

where they differ from instructor materials.

e. Index: a complete list of training aids and training technology shall be

provided, cross referenced to the Lesson Plan where they are used.

2. Each student shall be provided with a Student Guide in a three ring binder,

which shall contain all classroom material required by the student for the

course, divided into class topics and individual presentation units. The Student

Guide shall contain materials necessary to allow for self study.

3. Web-based training shall be provided along with handouts and mock-ups.

Video presentations shall be on CD-ROM, with Universal Serial Bus (USB)

memory stick master copies, and shall be approved by the SEPTA Project

Manager. Closed-captioned versions of all video presentations shall be

included. Classes to be scheduled at SEPTA’s convenience and class size will

be determined by the SEPTA Project Manager.


Addendum 3 01820-4 June 25, 2015

4. Training technology such as computer-based training, simulations and working

mock-ups, shall consist primarily of realistic graphics with text only where

required for labels or instructions.

J. The Training Program shall be conducted in English, and the Contractor's Instructors

shall have a fluent command of the technical English language used in the rail transit

industry in the US.

K. During each training subset periodic written quizzes shall be given, concluding with

a written final examination. Test content to be approved by SEPTA Project Manager.

Those not showing an understanding of the material, as determined by test scores,

shall repeat the subject or subset area found deficient.

L. If an excessive number of personnel (as determined by the SEPTA Project Manager)

fail to pass a particular training subset, the Contractor shall investigate the areas in

which personnel have shown weaknesses, and revise the training subset to provide

more effective training in these areas, while not exceeding normal industry minimum

levels of education. Upon the conclusion of each training subset, the Contractor

shall have all participants fill out a questionnaire concerning the Program's strong

and weak points, and suggestions for improvement. These suggestions shall be

incorporated, as appropriate, into the Training Program.

M. The Instructors used by the Contractor shall be familiar with the MSHL. In addition,

the Instructors shall be completely knowledgeable on the specific topic/equipment

being presented, have full understanding of the interface of the equipment being

presented with other signal, communications, Control Center and vehicle equipment,

and be experienced trainers and/or trained in adult education training techniques.

N. The Contractor shall provide all necessary audio-visual aids such as projectors,

computer screens, Power Point presentations, testing equipment, mock-ups, etc.

necessary to present the course material. Instructors shall be qualified to teach the

required course. The SEPTA Project Manager reserves the right to check the

qualifications and/or references of the proposed Instructors and also to reject for

cause any Instructor not believed to be adequately qualified.

O. Formal classroom instruction shall be conducted in a suitable classroom furnished by

the Contractor. Informal field instructions may also be conducted on SEPTA's

property at its discretion. The SEPTA Project Manager may require the Contractor

to provide instructions in the shop facilities of the Contractor and/or his suppliers and

manufacturers for a limited number of SEPTA supervisory and technical personnel

to familiarize them with the system assembly methods. The SEPTA Project

Manager will make available to the Contractor, upon fourteen (14) days notice,

vehicles and space at accessible shop locations for educational purposes, and will

arrange for vehicle operation and support as needed.

P. When actual trolley operation is required, it shall be conducted under SEPTA's

Operating Rules by qualified and authorized SEPTA employees under the direction


Addendum 3 01820-5 June 25, 2015

of the Contractor. Instruction in operation shall follow a logical progression

involving the manipulation of all controls and actual operation of the vehicle, and

shall include trouble indications, their proper reporting, and corrective measures

available to operating employees. "Hands-on" instruction for some subsystems may

be conducted in the classrooms using mock-ups or equipment components.

Q. The Contractor shall provide mock-ups of various system components, as agreed to

by the SEPTA Project Manager. Instructional aides such as relays, printed circuit

boards, test equipment, mock-ups, training units, models and training technology

such as computers, software and overhead projection panels shall be used in the

presentation of the training program and/or for hands-on demonstration and training;

and shall be furnished to the SEPTA Project Manager upon completion of the

program.

R. The Contractor shall present a proposed list of instructional aides, mock-ups, or

capital spare equipment to the SEPTA Project Manager for approval and must take

the responsibility for assuring that the defined training aids are available for use in

the training. These items may make use of SEPTA's pool of spare parts provided

that at least two spare parts of the type to be used were purchased by SEPTA. In

addition, the Contractor shall supply enlarged wall charts suitable for classroom use

of diagrams and schematics from the publications depicting the various sub-systems.

S. The Contractor shall update all instruction material upon completion of the warranty

period to cover any changes or retrofits to the systems performed after delivery. Any

inconsistency or incorrect information uncovered during the instruction period must

be immediately corrected and formally submitted to the SEPTA Project Manager in

the form of replacement drawings, video tapes, lesson plans, mock-ups, schematics

and changes in documentation.

T. Training shall include the use of all special tools and test equipment including

Portable Test Equipment (PTE) and Bench Test Equipment (BTE).

U. The training program specified herein shall be provided by the Contractor in a

facility, which has ample room for ten (10) people. The facility shall have bathroom

facilities, a controlled environment, and ample parking for attendees. SEPTA

requires that the training facility be conveniently located for SEPTAin Delaware

County within 1500 feet of a SEPTA Regional Rail trainMSHL station where train

service is provided throughout the day.

1.02 TRAINING HOURS

A. All instruction shall be conducted according to SEPTA schedules for a three (3)

shift, seven (7) day a week operation, except on SEPTA holidays. The Contractor is

required to allow SEPTA to videotape all classroom and field instruction. The

Training Program shall be designed around SEPTA’s ability to provide personal for

training during their regular shifts, and at quantities convenient for SEPTA’s staffing

needs. Class size shall not exceed ten (10) employees.


Addendum 3 01820-6 June 25, 2015

1.03 ORGANIZATION

A. The Training Program shall be organized in parts as specified herein. Each part shall

contain modules consisting of individual elements (subsets) assembled as necessary

to fit its needs. The training program shall be organized into modules to target

different personnel and departments. The Contractor may propose additional areas

for the Training Program, subject to the Engineer's approval. Scheduling of these

training modules shall be at times and locations that are convenient to the SEPTA

Project Manager.

B. Prior to commencing each individual training course the Contractor shall provide the

training to select personnel of the craft to be trained. The objective is for the

respective craft management to critique and make adjustments to the course or

presentation prior to training the entire craft. The contractor shall make

modifications to the course as directed by SEPTA Project Manager.

1. Part I Transportation, Operations and Roadway Workers

a. CBTC Overview shall be an overview of CBTC and its subsystems and

their operation for SEPTA operations personnel. In general, the CBTC

Overview shall include operating personnel responsible for interfacing

with the CBTC system and shall be an introduction to the systems, their

features, operation, and capabilities. It shall include items that affect the

operations of trolleys including CBTC system operations, CBTC vehicle

operations, manual trolley operations and OCC/MCC operations.

b. All craft employees training will include the CBTC Overview

information. These shall include:

1) Trolley operators training shall provide familiarity of the vehicle

system's operations, capabilities and limitation’s, provide

techniques to diagnose and repair vehicle malfunctions during

revenue operations and to provide guidance on how to quickly

identify and isolate faults. It shall contain all information needed

for vehicle operations on single vehicles and two trolley consists. It

shall include the role of the Control Center and an explanation of

the role the wayside communications and signaling systems. It

shall describe Temporary Speed Restrictions (TSRs), movement

authorities, automobile roadway crossing functionality, operating

modes, Route and Block assignment, terminal and yard track

operations, removing failed trolleys from service, and all other

aspects of operations, especially the changes to operations as a

result of CBTC introduction on the MSHL. It shall also include

CBTC definitions giving nomenclature, function, location and

operation of all indicators, controls, and components utilized in the

vehicle’s operation. This shall include conducting departure testing

and troubleshooting startup problems as well as requirements for

tying down vehicles after service. There shall be special emphasis

placed upon on-the-road troubleshooting, the uses of all bypass


Addendum 3 01820-7 June 25, 2015

functions and the possible hazards associated with their use, and

the operation of the systems under unusual conditions. It shall also

cover all new Operating Rules created as a result of the MSHL

CBTC System, and the meanings and reasons therefore.

2) Dispatcher’s training shall include everything included in the

Trolley Operator’s training well as the features, functions and

operation of the new OCC systems and equipment. This shall

include the issuance of TSRs and other directives to trolleys, the

use of Route and Blocks for trolley routing, how track is removed

from and placed back into service, how to manage manual

operations, manage automatic operations, and how the equipment

monitors and records the overall MSHL System’s performance. It

shall describe in detail the usage, features and functionality of all

the new systems used in the MSHL CBTC System. It shall cover

all new or modified Operating Rules resulting from the installation

of the CBTC System and the meanings and reasons therefore.

3) Training shall also include relevant information and elements of

the other CBTC subsystems including but not limited to:

Communications, Signals, Maintenance, and the responsibilities of

the other crafts.

4) Training shall also include relevant information and elements of

the Trolley Operator’s and Dispatcher’s training programs as

applicable to Roadway Worker Protection, as well as to provide

trainees with an understanding of the effects of the MSHL CBTC

System on, and the responsibilities of the other crafts.

5) Individual manual(s) shall be provided describing in greater detail

the information provided in the individual craft training classes.

Each attendee shall be provided copies of their own manual(s).

Part I Class Participation

Classification Number of Students Number of Students

per Class

Number of Hours of

Instruction per

Student

Transportation

Managers

20 10 8

Dispatchers 15 5 32

Trolley Operators 75 1510 24

Track Workers 50 2010 8

SEPTA Training

Personnel

15 10 16

2. Part II - Vehicle Maintenance

a. Vehicle maintenance training shall provide a complete explanation of

how to maintain, inspect, repair, test and service the vehicle CBTC


Addendum 3 01820-8 June 25, 2015

equipment. It shall stress and detail all preventive maintenance functions

that need to be performed. It shall demonstrate all preventative

maintenance and troubleshooting procedures needed on the various

systems. This shall include all tasks necessary to perform running

maintenance, repair and overhauls of the vehicle CBTC equipment.

Methods of testing the systems to assure that proper operation and

repairs have been made shall also be covered. Performing and

troubleshooting departure tests, operations on the test track and effecting

running repairs shall be explained. Special emphasis shall be placed on

equipment that is safety critical, complex, new to SEPTA and/or

different from SEPTA's prior practice.

b. Repair shall provide complete system information, presented on a sub-

system basis, on the complete repair, troubleshooting, testing of all major

system components. The repair module shall be presented on a subset

basis to the repair shop personnel responsible for the respective subject

area. Each subset shall include a detailed component description,

complete disassembly, re-assembly and inspection and test procedures.

Special tooling and test equipment provided by the Contractor and

necessary to maintain, troubleshoot, calibrate service or overhaul each

systems and subsystem shall be used, and shall then become the property

of SEPTA.

c. Repair training shall provide complete system information, presented on

a subsystem and system basis, on theory of operation, troubleshooting,

software updating and repair of system defects, to the LLRU. These

courses shall include how to use all special tools and test equipment,

including laptop computers, etc.

d. Training shall also include relevant information and elements of the

Engineer’s, Dispatchers, Roadway Workers and Communications and

Signals training programs applicable and necessary for Vehicle

Maintenance personnel, as well as to provide them with an

understanding of the effects of the MSHL CBTC System on, and the

responsibilities of the other crafts.

Part II Class Participation


per Class

Number of Hours of

Instruction per Student

Vehicle Supervisors 15 5 16

Vehicle Maintainers 30 20 40

Vehicle Electronic

Technicians

12 6 40

3. Part III – Communications and Signals (C&S) Maintenance

a. C&S maintenance training shall provide a complete explanation of how

to maintain, inspect, repair, test and service all Control Center and

wayside systems including but not limited to: OCC, EBCC and MCC


Addendum 3 01820-9 June 25, 2015

workstations and server equipment, wayside CBTC zone/region

controllers, location transponders, interlocking equipment, LTC

equipment, Ground Based Network (GBN) equipment, RF equipment,

track circuits, signals, power supplies, SEPTA equipment incorporated

into the Contractor’s design, and other equipment based on a particular

contractor’s design. It shall stress and detail all preventive maintenance

functions that need to be performed. It shall demonstrate all preventative

maintenance and troubleshooting procedures needed on the various

systems. This shall include all tasks necessary to perform inspection,

maintenance, troubleshooting, repair and testing of the systems. Methods

of testing the systems to assure that proper operation and repairs have

been made shall also be covered. Special emphasis shall be placed on

equipment that is safety critical, complex, new to SEPTA and/or

different from SEPTA's prior practice.

b. Repair shall provide complete system information, presented on a

subsystem and system basis, on the complete repair, troubleshooting,

testing of all major system components. The repair module shall be

presented on a subset basis to the repair shop personnel responsible for

the respective subject area. Each subset shall include a detailed

component description, complete disassembly, re-assembly and

inspection and test procedures. Special tooling and test equipment

provided by the Contractor and necessary to maintain, troubleshoot,

calibrate service or overhaul each systems and subsystem shall be used,

and shall then become the property of SEPTA.

c. Repair training shall provide complete system information, presented on

a subsystem and system basis, on theory of operation, troubleshooting,

updating of software and repair of system defects, to the LLRU. These

courses shall include how to use all special tools and test equipment,

including laptop computers and other types of test equipment as

necessary.

d. Training shall also include relevant information and elements of the

Trolley Operator’s, Dispatcher’s, and Vehicle Maintenance training

programs applicable and necessary for C&S personnel, as well as to

provide them with an understanding of the effects of the MSHL CBTC

System on, and the responsibilities of the other crafts.

e. In general, the Contractor shall develop and provide two levels of

training for C&S Personnel responsible for, the GBN, Control Center,

RF, CBTC Wayside and related subsystems provided under this contract.

The training levels shall be:

1) First Level Responder (FLR) – Target audience is the C&S

Maintainer that is the first persons on site for a C&S failure. FLR’s

shall be provided with an understanding of all systems and

equipment, troubleshooting and analytical aids and processes and

procedures for quickly identifying and resolving failures. The

course instruction and material shall be presented and written such


Addendum 3 01820-10 June 25, 2015

that the average qualified Maintainer is enabled to maintain,

identify, repair, test and adjust all C&S systems. The course shall

cover system operation, function, system components, alarms,

interconnectivity, LED or other indicators, and system

troubleshooting to LLRU.

2) Second Level Responder (SLR) – Target audience are C&S

Technicians, Forepersons and Supervisors. SLR’s shall receive the

same level of training as FLR with additional in-depth theory of

operation to permit them to be able to identify, analyze,

troubleshoot, repair and test failures of a non-routine nature or of

increased difficulty. This training should include access to

equipment software alarms, configuration files, firmware files,

uploading files for component replacement. SLR shall be trained

on using laptops, special metering equipment and manufacturer

provided diagnostic software programs and techniques for

providing a more in-depth analysis leading to the repair of the

MSHL CBTC System. The course material shall cover all aspects

of FLR training along all manufacturer provided software, tools

and utilities for monitoring and troubleshooting the GBN and RF

networks. The course shall cover IP networking basics It shall

cover the wireless radio system.

f. C&S Engineering shall receive the same level of training as SLRs with a

more rigorous level of theory of operation for all systems provided. This

training shall provide C&S Engineering personnel with an understanding

of the design criteria and philosophies as they apply to the MSHL CBTC

System and components. Additionally, the training shall provide an

understanding of the software requirements of the system. Course

material and training shall be targeted at a system administrator level.

This shall include: System configuration, file maintenance, hardware and

software design and maintenance. NMS configuration and

implementation shall be covered to allow for the addition, modification

and configuration of components of the CBTC system including all

CBTC hardware and software. This training shall provide a detailed

understanding of Original Equipment Manufacturer (OEM) and

Contractor-proprietary software utilities for each subsystem. Training

shall also be provided on network utilities including ping, trace, Wire

Shark, Ethereal, and all other NMS trouble shooting utilities provided as

part of the MSHL CBTC System.

Part III Class Participation


per Class

Number of Hours of

Instruction per Student

First Responder 50 20 40

Second Responder 50 10 80

C&S Engineering 50 15 160


Addendum 3 01820-11 June 25, 2015

1.04 PUBLICATION REQUIREMENTS

A. SEPTA requires that all the publications (and related education programs) which are

associated with the MSHL CBTC System be of great significance and a major

responsibility of the Contractor. Accordingly, all publications and education

program activities described in this Contract shall be produced by an approved,

experienced, pre-qualified third-party Sub-Contractor with previous experience,

under contract to a US industrial firm or government client, in the preparation of

publications for either electrically-propelled rail transit vehicle procurement or a

commercial/military project of equal or greater magnitude and complexity.

Alternatively, the Contractor can fulfill this role provided that it can demonstrate that

it has an existing, separate in-house publications organization that can demonstrate

comparable qualifications.

B. The Sub-Contractor shall place one qualified approved individual in charge of all

publications and the Education Program who shall have full responsibility for

fulfillment of this portion of the Contract. The Contractor shall designate in-house

personnel dedicated in the organization, interface, coordination and flow of

information from the originator of the equipment's information to the Sub-

Contractor.

C. In addition, the Contractor shall be responsible for accuracy and timely submittals to

the SEPTA Project Manager. SEPTA will be reviewing and critiquing the

publications and training programs, the Contractor shall be responsible for updates

and revisions to all manuals, publications, training programs and training aids

resulting from these reviews.

D. The Contractor is required to incorporate technical document standards at the start of

work. The Contractor is required to develop electronic manuals and documents for

use during the assembly and acceptance of the vehicles, with a formally published

"mirrored" version provided once all vehicles have been delivered.

E. It is the Contractor's responsibility to assure that all suppliers of components,

systems and sub-systems are knowledgeable and capable of meeting the

informational requirements found within the Technical Specification. The

Contractor is specifically urged to include such requirements in all purchase orders

or business agreements for the ordering of equipment.

F. Technical information should be developed during the engineering process leading to

the equipment First Article Inspections (FAI) where it shall be required to be an

integral prerequisite for full acceptance and closure of the FAI. Any stand-alone

electronic versions of information, such as previously-produced standard PDF

information systems, will not be allowable.


Addendum 3 01820-12 June 25, 2015

1.05 CONTINUING EDUCATION

A. The Contractor shall grant SEPTA the right to videotape all Training Programs,

which is expected to be limited to classroom sessions, or hands-on training for future

SEPTA training use. Each class is to be videotaped by the Contractor and the video

file shall be turned over to the SEPTA Project Manager [CDRL 01820-001] at the

completion of the training.

1.06 QUALITY ASSURANCE

A. Review all data supplied by product manufacturers and installers for accuracy,

completeness, and clarity prior to submittal to the SEPTA Project Manager.

B. When it is necessary that the Contractor prepare the text data required by this

Section, it shall be their responsibility to ensure that the personnel preparing such

data:

1. Have a thorough understanding of the operation and maintenance of the

described items

2. Are sufficiently skilled in technical writing to communicate the essential data

C. Provide qualified instructors, professional training personnel, and Design Engineers

who are thoroughly familiar with all subject material for each training session, and

are of exceptional ability to allow the continuous extension of information to the

student without a loss in expertise.

1.07 SUBMITTALS

A. All CDRLS are to be provided in hardcopy and pdf or other electronic format

acceptable to the SEPTA Project Manager.

B. Training Program Plan [CDRL 01820-002]. The Contractor shall submit to the

SEPTA Project Manager for review and approval a detailed outline of the overall

Training Program, and a schedule for its presentation. This submittal shall include

the hours of classroom and "hands-on" training projected per course, final course

content, the qualifications of the Instructors, a listing of training aids to be used and a

description of the scope of instruction, on an individual subset level, to fulfill the

program requirements.

C. Submit Operation, Installation, and Maintenance Manuals [CDRL 01820-003] for

the MSHL CBTC System and equipment items. Submittal shall be made in

electronic version and in hard copies as follows:

1. Five (5) copies of sample format and outline of contents in draft form with the

equipment shop drawings.

2. Five (5) copies of complete manual in final form on equipment delivery date.


Addendum 3 01820-13 June 25, 2015

3. Five (5) copies of approved manual prior to training sessions

D. The following Training Program items are to be submitted to the SEPTA Project

Manager for approval prior to the start of training. Training shall begin immediately

upon final approval of the complete training program:

1. Training Program Outline [CDRL 01820-004], delineating the presentation for

each system, as well as detailing topic(s) within each system and their planned

time durations.

2. Draft Lesson Plans [CDRL 01820-005], to include course outline, student

preparation and other requirements as defined herein.

3. Draft Instructor Guides [CDRL 01820-006], including all training aids, such as

handouts, overheads, slides, and sample video tapes and outlines or story

boards

4. Draft Student Guides [CDRL 01820-007]

5. Instructor Resumes [CDRL 01820-008]

6. All Training program materials shall be submitted in both hard copy and

electronic versions.

E. The Contractor shall submit the following Training Program items to the SEPTA

Project Manager for review and approval:

1. Training Location Information [CDRL 01820-009]- The Contractor shall

submit details for the training program location, which includes the layout,

training aids, and parking availability. Refer to other requirements for the

training location in this Section.

2. Training Program Plan [CDRL 01820-010] - The Contractor shall submit five

copies of the training program plan. The plan shall be prepared in narrative

form and shall be supported by such tables, charts, schedules, and graphs as are

necessary to fully convey and describe the Contractor's plan for accomplishing

the training set forth herein.

3. Training Program Schedule [CDRL 01820-011] - The Contractor shall submit

five copies of the training program schedule in accordance with the training

program plan as approved by the SEPTA Project Manager. The schedule shall

show all major training activities in chart form, including submittal of

instructor and student materials and training reports. The schedule shall be

supported by such narrative description as is necessary to fully convey its

impact and relationship to other contract events, including installation and

testing of such system equipment as is necessary for training laboratory

sessions.

4. Instructor Materials [CDRL 01820-012] - The Contractor shall submit five

copies of instructor materials, except training aids, in accordance with the

training program schedule, as approved by the SEPTA Project Manager,

provided that such submittals shall occur at an approved time prior to the


Addendum 3 01820-14 June 25, 2015

scheduled commencement date of the first training session to which the

materials apply.

5. Student Materials [CDRL 01820-013] - The Contractor shall submit five

copies of student materials in accordance with the training program schedule,

as approved by the SEPTA Project Manager, provided that such submittals

shall occur at an approved time prior to commencement of the first training

session to which the materials apply. The student materials shall include a

printed copy of all visual training aids to be used by the instructor.

6. Training Records [CDRL 01820-014] - The Contractor shall submit five copies

of training records in accordance with the training program schedule, provided

that each report submittal shall occur at an approved time following the last

day of the training session to which the record applies.

F. The Contractor shall submit a five copies of a Trolley Operator Training Plan

[CDRL 01820-015] including the equipment to be used and method for training the

Trolley Operators for SEPTA Project Manager for review and approval. The

equipment used shall support, and training provided shall cover:

1. Familiarization with trolley CBTC control equipment and wayside equipment

germane to the Trolley Operator’s responsibilities.

2. Trolley Operator actions and reactions to operating scenarios.

3. Trolley Operator entry of data and manipulation of onboard CBTC equipment.

4. Trolley Operator responsibilities including normal operations, operations

during equipment failures, and emergency procedures.

G. The Contractor shall submit illustrated parts catalogs for SEPTA Project Manager for

review and approval as follows:

1. Separate stand-alone illustrated parts catalogs shall be provided for:

a. Onboard Equipment Illustrated Parts Catalog [CDRL 01820-016], five

copies.

b. Wayside Equipment Illustrated Parts Catalog [CDRL 01820-017], five

copies.

c. Office Equipment Illustrated Parts Catalog [CDRL 01820-018], five

copies.

d. Miscellaneous Equipment Illustrated Parts Catalog [CDRL 01820-019],

five copies.

2. Each Illustrated parts catalog shall include the special tools related to the parts

included in the catalog. The information provided for each part shall include

the part number(s), model number(s), manufacturer's name, and the sub-system

in which the equipment is to be used on, other information as necessary.

3. The Illustrated Parts Catalog shall enumerate and describe every item used in

the system or sub-systems with its related parts along with the diagnostic test

equipment and special tools, down to the LLRU. The LLRU is defined as the


Addendum 3 01820-15 June 25, 2015

lowest level of component assembly which consists of a separate individually

fabricated part, including all hardware items required to assemble,

disassemble, repair or overhaul the component. Each listing shall include the

accepted generic modified noun name description, the original supplier, the

original supplier's part number and name, the Contractor's part number, if used,

all commercial equivalents and provision for entry of SEPTA's fifteen digit

class and lot number. An appendix giving the original supplier's complete

address and telephone numbers for their offices responsible for parts ordering

shall be included. Each component that can be disassembled including all

items which may have been purchased by the Contractor as a subassembly,

must be broken down in illustrations to fully indexed parts.

4. Commercial items that have been reworked by the Contractor must be

delineated on an altered or modified part drawing, but where possible

commercial off the shelf items shall be used. This drawing shall list the

manufacturer's part number and describe specifically all of the technical details

as to how the item has been modified.

5. Computer prepared letter quality text (indented format) with line art work

using exploded isometric view drawings of assemblies shall be used to permit

identification of each and all parts. Identical parts, regardless of where used in

the vehicle, shall use only one part number. Each part or other item shall be

identified as being part of the next higher assembly. In the case of hardware

such as nuts, bolts, washers, etc., information relative to material, coating if

any, all dimensions and types shall be included. All assemblies shall be listed

alphabetically by name with reference to corresponding figure number.

6. Illustrations shall be located on the same page or facing page of the text they

support. A sequence of illustrations may be used in order to clarify or simplify

a complex procedure. When one of several possible positions is described by

text for a device, the position described shall be the same as the one shown by

the illustration. Unless the location and access to the item is obvious, a locator

view shall be included, or the assembly diagram provided at the beginning of

the chapter may be referenced to ensure that the equipment orientation is

clearly described. Photographs and turn-page drawings are not permissible in

the final manuals. Illustrations that contain unnecessary detail may be reduced

to aid in the reduction of page counts, subject to approval. Wasted image area

shall be avoided, provided clarity for the manual user is maintained. If a view

must be repeated on more than one page in a single, lengthy procedure,

consecutive numbering for call-outs in procedural text shall not be used. Each

new appearance of the view shall use call-outs that begin from number "1".

The number of call-outs is to be targeted to 40 call-outs maximum on a given

illustration for 8-1/2” x 11” illustrations, with a maximum allowable of 50 call-

outs when the use of 50 call-outs does not overly clutter the diagram. The

same numbers shall be used to refer to the same components or parts.

H. CDRLs.


Addendum 3 01820-16 June 25, 2015

CDRL No. Title or Reference Para.

CDRL 01820-001 Training Video

CDRL 01820-002 Training Program Plan

CDRL 01820-003 Submit Operation, Installation, and Maintenance

Manuals

CDRL 01820-004 Training Program Outline

CDRL 01820-005 Draft Lesson Plans

CDRL 01820-006 Draft Instructor Guides

CDRL 01820-007 Draft Student Guides

CDRL 01820-008 Instructor Resumes

CDRL 01820-009 Training Location Information

CDRL 01820-010 Training Program Plan

CDRL 01820-011 Training Program Schedule

CDRL 01820-012 Instructor Materials

CDRL 01820-013 Student Materials

CDRL 01820-014 Training Records

CDRL 01820-015 Trolley Operator Training Plan

CDRL 01820-016 Onboard Equipment Illustrated Parts Catalog

CDRL 01820-017 Wayside Equipment Illustrated Parts Catalog

CDRL 01820-018 Office Equipment Illustrated Parts Catalog

CDRL 01820-019 Miscellaneous Equipment Illustrated Parts

Catalog

CDRL 01820-020 Trolley Operator's System Supplement Manual

CDRL 01820-021 Systems Running Maintenance Supplement

Manual

CDRL 01820-022 MSHL CBTC System Heavy Repair Supplement

Manual

PART 2 – PRODUCTS

2.01 MANUAL REQUIREMENTS

A. All information must be provided in authoring document and Microsoft Word

(version to be defined during Project execution) formats designed to be added to the

information system used during the Contract.

1. Vehicle publications shall be produced generally according to the requirements

of Military Specification MIL-M-63036A for operation manuals, and the Air

Transport Association of America (ATA) Specification 101 for other

publications, as clarified by the SEPTA Project Manager for the individual

document. Material shall be in sufficient detail and form for easy use. In the

format used, the vehicles shall be treated as a whole and not as a grouping of

disassociated sub-systems or parts. The material in the maintenance manuals

and the illustrated parts catalog shall be similarly organized and sequenced

with a standard numbering system. Manual format throughout the documents

shall be consistent from sub-system to sub-system. A Style Guide for Vehicle


Addendum 3 01820-17 June 25, 2015

Publications will be provided to the successful bidder after the award. All

vendor material shall be reworked to conform to Style Guide format, except as

waived by the SEPTA Project Manager. Sharp, clear drawings shall be used

throughout the documents for illustration. Photographs may be used only

where explicitly approved, on a case basis, by the SEPTA Project Manager. All

publications must be reviewed in detail by the Contractor to ensure

completeness and accuracy of information and quality prior to any submittal to

the SEPTA Project Manager for approval. Chapter numbers shall be consistent

for all documents. Master art work and text must be supplied in electronic

format with final delivery of publications.

B. Requirements for Manuals

1. Manuals furnished may be manufacturer's standard publications in regard to

size and binding provided they comply with specified requirements relative to

quantity and quality of information and data.

2. Bind manuals within hard or flexible covers. Make illustrations clear, and

printed matter, including dimensions and lettering on drawings, easily legible.

If reduced drawings are incorporated into manuals, heavy-up original lines and

letters as necessary to retain their legibility after reduction. Larger drawings

may be folded into manuals to page size.

3. Clearly identify each manual through the front cover with at least the following

information:

(*description of manual)

(Description of equipment or systems)

SOUTHEASTERN PENNSYLVANIA TRANSPORTATION AUTHORITY

(Name of Contractor)

Approved by: (SEPTA Project Manager Signature) Date: _____________

C. Hard Copy Manuals

1. All hard copies of the publications shall use a loose-leaf format using high

grade paper conforming to ATA Specification 101 with five punch holes.

Diagrams shall not be loose or in pockets. Line drawings are to be in reduced

size. All publication covers other than the Operator's manual shall be loose-

leaf binders, oil resistant, moisture proof and resistant to wear, ViaTech

Publishing Solutions, or approved equal, with the following specifics:

a. 122pt Unitized Board

b. White Premahyde outer covering

c. Black Skytogen lining

d. 5-prong swing metal Hinge.

2. The binder color and wording shall be as specified by the SEPTA Project

Manager during publication layout. The Operator's Manual binder shall be


Addendum 3 01820-18 June 25, 2015

lightweight plastic, which can be easily opened for page revisions. The

Operator's Manual shall use a page size of 6.75 inches wide by 3.875 inches

high, horizontal format. All other documents shall be 8.5 inches wide by 11

inches high, vertical format. A complete table of contents shall be given at the

beginning of each publication, and a complete page-numbered index at the end.

Plastic coated tabs shall be used to segregate sections within each publication.

3. It is SEPTA's intent to have totally updated published versions of the manuals

and illustrated parts catalogs, free of the need for updating inserts as possible.

Up-to-date published manuals shall be scheduled for delivery at the time of

acceptance of each MSHL CBTC sub-system.

D. Format Manuals as follows:

1. Title page: Include the name and function of the equipment, manufacturer's

identification number.

2. Provide Table of contents, in numerical order listing all sections and

subsection titles of the Manuals with reference to the page on which each starts

and a list of included diagrams and drawings.

3. Provide acronyms, abbreviations and definitions

4. Provide a Safety Summary

5. Provide introduction, which incorporates system overview, system

configurations, general system operation and specifications.

6. Provide familiarization by describing each piece of equipment, including major

assemblies and sub-assemblies, and giving manufacturer's model number and

drawing number.

7. Provide functional description including step-by-step preparation for the

following:

a. Sequence of operation

b. User interfaces

c. Procedures and Adjustments

d. Maintenance

e. Troubleshooting

f. Installation

g. Software Modification Instructions

8. Provide typical wiring diagrams, Control diagrams, troubleshooting

flowcharts, and event / diagnostic charts.

9. Maintenance schedule to include type and frequency of each maintenance item

for each system and piece of equipment.

10. Maintenance instruction: Include step-by-step procedures for inspection,

operation checks, cleaning, lubrication, adjustments, repair, overhaul,

disassembly, and reassembly of the equipment for proper operation of the

equipment. Include list of special tools which are required for maintenance

with the maintenance information.


Addendum 3 01820-19 June 25, 2015

11. Breakdowns, repairs, and troubleshooting

12. Manufacturer's parts list of all functional components, control diagrams and

wiring diagrams, giving manufacturer's model number and manufacturer's part

number.

13. "Long-Lead-Time" spare parts list for all spare parts not readily available on

the open market or for which it is anticipated ordering and delivery time will

exceed 10 days.

14. Spare parts data as follows:

a. Complete list of parts and supplies, with current unit prices and sources

of supply.

b. List of additional items recommended by manufacturer to assure

efficient operation for period of 120 days.

15. Appendix: Include safety precautions, a glossary, and, if available at time of

submittal, copies of test reports, and other relevant material not specified to be

submitted.

E. Electronic Manual Format and Copies

1. The Contractor shall provide electronic copies of all manuals and the

Illustrated Parts Catalog. Copies of all graphics, pictures and illustrations shall

also be provided separately in high-resolution formats. Formats shall be

suitable for their type, such as BMP for graphics and TIFF for monochrome

black-line illustrations. In addition to the authoring documents, all

publications shall be distilled into Adobe PDF format. Initial copies of the files

shall be provided prior to the delivery of the Pilot systems for support of

maintenance personnel.

2. Manual information shall be kept up-to-date to the vehicle configuration and

operation during the full extent of the Contract. As information becomes

available and changes occur, the Contractor shall incorporate the changes and

supply the information in updated electronic authoring and PDF files in an

organized, timely manner based on a regular schedule to be approved by the

SEPTA Project Manager. Each updated information submittal shall be

accompanied by a file containing a revised List of Effected Pages for the

manual set being changed.

3. Engineering changes that affect any potential safety issue, or may significantly

affect vehicle operation in scheduled service, shall be published in the form of

an Engineering Change Service Bulletin (ECSB). ECSBs shall be used in the

interim until the official changes in the maintenance manual and illustrated

parts catalogs have taken place. ECSB’s are intended for use only when

changes meet the criteria mentioned above, and is not intended for use for all

engineering changes. ECSB’s shall be stand-alone documents, provided in

both authoring document and PDF formats. Each ECSB shall detail the

reason, instructions and illustrations of to make the change. Associated parts

information shall also be included. A system to control ECSB’s shall be

developed between the Contractor and the SEPTA Project Manager to control


Addendum 3 01820-20 June 25, 2015

ECSB’s, such as using note tools on the existing electronic PDF versions

and/or the development of master lists of outstanding ECSB’s.

2.02 REFERENCED PUBLICATIONS

A. Publications such as manuals, information sheets, installation instructions, operating

instructions, including any software, etc., received by the Contractor as a result of the

procurement of components and equipment used directly without modification, other

than any required configuration parameters or loading of software, shall be provided

to SEPTA. This information shall be submitted as part of and in conjunction with the

associated Illustrated Parts Catalog. Examples of this equipment includes, but is not

limited to:

1. Servers

2. Workstations

3. Power supplies

4. Communications equipment

5. Transponders

6. Transponder reader

7. RF equipment

8. All computers, front-end processors, monitors and control equipment

9. Vehicle Operator Display Unit

10. Vehicle crash-hardened event recorder system

11. Air-conditioning and climate control devices for instrument houses

B. The reference publications listed above shall remain the property of the Authority.

2.03 VEHICLE OPERATOR'S SUPPLEMENT MANUAL

A. The Contractor shall supply two hundred (200) copies of a singular Trolley

Operator's System Supplement Manual [CDRL 01820-020] (from here on referred to

as, the Operator’s Supplement Manual), which will shall serve as a supplement to the

current Trolley Operator’s Manual. The Contractor shall be responsible for

maintaining accuracy of the hard copies of the Operator’s Supplement Manual for

the duration of the Contract. In addition to published copies, the Contractor shall

submit electronic copies as required. The Operator’s Supplement Manual shall

contain all information needed for the operation of the onboard MSHL CBTC

System, including definitions giving nomenclature, function, location and operation

of all indicators, controls, components and subsystems utilized in the operation of the

MSHL CBTC System.

B. Emergency procedures and safety precautions of a specific nature applicable to the

MSHL CBTC System shall be included. The Operator’s Supplement Manual shall

give troubleshooting and diagnostic procedures sufficient to isolate faults and


Addendum 3 01820-21 June 25, 2015

problems which are capable of repair by the Operator, arranged in a format to allow

ease of use under emergency and time-sensitive situations.

C. The Operator's Supplement Manual shall be divided into chapters, including but not

limited to the following:

1. Front Matter,

2. Communications,

3. Inspecting,

4. Operating,

5. Fault Isolation,

6. On-the-Road Repair, and

7. General Description

D. The Fault Isolation and On-the-Road Repair sections of the Operator's Supplement

Manual shall include, in summary form, all fault isolation and on-the-road repair

procedures. These two sections shall include, but not limited to the following:

1. Index,

2. Safety Instructions,

3. Instructions for Communications during Fault Isolation,

4. Authorized Fault Isolation Procedures,

5. Authorized On-the-Road Repairs, and

6. Equipment Location Diagrams.

E. The Operator's Supplement Manual shall accurately portray and clearly illustrate all

information required by the Operator to correctly, efficiently and safely carry out

their duties on the vehicles utilized at SEPTA.

F. Illustrations shall include layouts of the equipment, showing major components and

controls referenced in the text and their locations on the vehicles. An alphabetical

index of subjects and equipment not mentioned in the Table of Contents shall be

provided. All possible operating conditions shall be taken into account by the

Operator’s Supplement Manual's description of unit functions.

G. The daily departure test routine for all the onboard systems and test set-up conditions

shall be clearly presented.

H. A fault isolation section shall be provided to list all possible unit or system

malfunctions that are detectable by the senses of the Operator without the aid of test

equipment. This information shall be presented in tabular format listing each

symptom with corresponding potential causes, test, checks and corrective actions.

The goal of these fault isolation tables shall be to allow the Operator to identify

operational problems and, where possible, isolate faults from consists to vehicle,

vehicle to system and, in some cases, from system to sub-system.


Addendum 3 01820-22 June 25, 2015

2.04 VEHICLE RUNNING MAINTENANCE SUPPLEMENT MANUAL

A. A singular Systems Running Maintenance Supplement Manual [CDRL 01820-021]

(from here on referred to as, the RM Supplement Manual) shall contain an overview

of the MSHL CBTC Systems operation and a detailed description and analysis of the

system and its assemblies/sub-assemblies. The RM Supplement Manual shall also

contain, in a convenient form, all information required for on-vehicle testing,

troubleshooting, servicing and replacement of equipment down to the LLRU.

B. The RM Supplement Manual shall provide technicians with the maintenance

procedures that are performed at the running repair level. Running maintenance is

defined as that maintenance that can be performed on the inspection track or does not

require taking the trolley out of service.

C. Any maintenance procedure requiring the use of special tools or test equipment shall

include instructions for set up and use. This shall apply to both portable and onboard

special tools and test equipment.

D. RM Supplement Manual procedures shall be supported by illustrations. They shall

be used to simplify, clarify, or shorten the text. Illustrations shall be located on the

same page or facing page of the text they support. A sequence of illustrations may

be used in order to clarify or simplify a complex procedure. Illustrations that contain

unnecessary detail may be reduced to aid in the reduction of page counts, subject to

approval. If a view must be repeated on more than one page in a single, lengthy

procedure, consecutive numbering for call-outs in procedural text shall not be used.

Each new appearance of the view shall use call-outs that begin from number "1".

The same numbers shall be used to refer to the same components or parts.

E. The RM Supplement Manual shall provide the procedures necessary to safely

perform all required maintenance tasks. Servicing and inspection, preventive

maintenance and corrective maintenance requirements identified during development

of the systems shall be included. Types of maintenance procedures to be provided

are, but not limited to:

1. Servicing and Inspection - procedures required for servicing and inspecting an

assembly, subassembly or component.

2. Test - Test procedures shall be provided to verify serviceability or to detect

failures of a system, sub-system, assembly, sub-assembly or component. Test

procedures shall be prepared in text or tabular format. Pretest setup

instructions shall be included. Test procedures shall be used as a prerequisite

for the generation of fault isolation procedures to fault isolate to a system, sub-

system, assembly, sub-assembly or component. The types of tests that can be

performed fall into the following categories:

a. Operational Test - The procedure required to ascertain only that a system

or equipment is operable. These tests should require no special

equipment or facilities other than that installed on the vehicle and shall


Addendum 3 01820-23 June 25, 2015

be comparable to the tests performed by the Operator. It is not intended

that the operational test of the unit meets the specifications and

tolerances ordinarily established for overhaul or major maintenance

periods.

b. Functional Test - The procedure required to ascertain that a system or

equipment is functioning in all aspects in accordance with minimum

acceptable system or unit design specifications. These tests may require

supplemental support equipment and shall be more specific and detailed

than an operational test. The test shall contain all necessary information

to ensure system or unit operational reliability, without reference to

additional documents.

c. System Test - That procedure containing all adjustment specifications

and tolerances required to maintain system and unit performance at

maximum efficiency and within design specifications. The test shall be

self-contained and may duplicate other tests.

3. Adjust/Align - procedures shall be provided for any adjustment or alignment

required as a result of replacement of any equipment, or to determine that a

system, sub-system, assembly, sub-assembly or component meets required

standards.

4. Calibrate - procedures shall be provided to determine the accuracy of, and to

correct and adjust, instruments, diagnostic equipment and test measuring

devices used for precision measurement. Calibrations are performed with an

instrument which is a certified standard of known accuracy to detect and adjust

any discrepancy in the accuracy of the instrument being calibrated.

5. The manual is to be divided into three volumes as listed below.

6. VOLUME I – System Inspection and Maintenance Manual

a. Twenty-five (25) copies of an Inspection and Maintenance Manual

volume shall be provided which identify all of the scheduled

maintenance tasks (servicing and inspection, preventive maintenance) to

be performed and the intervals at which they need to be scheduled.

b. The Inspection and Maintenance Manual shall include a System

Maintenance Plan which outlines all maintenance tasks required to keep

the MSHL CBTC System in service during the operating period between

scheduled maintenance and the person-hours required to perform each

task. Daily, 92-day, annual and overhaul intervals shall be considered.

c. Additional maintenance intervals may be presented by the Contractor to

optimize maintenance with the approval of the Engineer.

d. The MSHL CBTC System Inspection and Maintenance Manual shall

describe all inspections and tests that need to be performed.

e. The System Inspection and Maintenance Manual shall identify all of the

scheduled maintenance tasks to be performed and the intervals at which

they need to be scheduled; including all Contractor-specified daily and

periodic inspections. It shall outline all maintenance tasks required to


Addendum 3 01820-24 June 25, 2015

keep the vehicle in service during the operating period between

scheduled maintenance.

7. VOLUME II – Troubleshooting Manual

a. Twenty-five (25) copies of a Troubleshooting Manual volume shall be

provided which contains the following:

1) MSHL CBTC Systems and subsystem detailed description and

analysis, including:

a) The overall MSHL CBTC System

b) CBTC onboard equipment

c) Crash-hardened event recorder

d) Diagnostic Test Equipment including PTE, BTE

e) Wayside CBTC region/zone controllers

f) Communications equipment

g) LTC equipment

h) Other equipment as provided by a contractor’s particular

design

2) Each Chapter within Volume II shall be organized as follows:

a) Chapter Table of Contents

b) Introduction

c) Operational and Functional System Description

d) Troubleshooting

e) Corrective Maintenance

f) Preventive Maintenance

3) Operational Functional System Description shall include a block

diagram of the interconnections between the system and its

peripherals and connections to other systems for each vehicle type.

The section shall also include a functional block diagram of system

operation.

4) Functional post-inspection testing and checkout - Test procedures

shall be provided to verify serviceability or to detect failures of a

system, sub-system, assembly, sub-assembly or component. Pretest

setup instructions shall be included. Test procedures shall be used

as a prerequisite for the generation of fault isolation procedures to

fault isolate to a system, sub-system, assembly, sub-assembly or

component. The types of tests that can be performed fall into the

following categories and shall include the use of built-in test

capabilities, departure tests, test track tests:

a) Operational Test - The procedure required to ascertain only

that a system or equipment is operable. These tests should

require no special equipment or facilities other than that

installed on the vehicle and shall be comparable to the tests

performed by the Operator. It is not intended that the


Addendum 3 01820-25 June 25, 2015

operational test of the unit meet the specifications and

tolerances ordinarily established for overhaul or major

maintenance periods.

b) Functional Test - The procedure required to ascertain that a

system or equipment is functioning in all aspects in

accordance with minimum acceptable system or unit design

specifications. These tests may require supplemental support

equipment and shall be more specific and detailed than an

operational test. The test shall contain all necessary

information to ensure system or unit operational reliability,

without reference to additional documents.

c) System Test - The procedure containing all adjustment

specifications and tolerances required to maintain system and

unit performance at maximum efficiency and within design

specifications. The test shall be self-contained and may

duplicate other tests.

5) Provide detailed troubleshooting procedures for the systems,

useable with and without diagnostic test equipment.

6) Detailed inspection tasks and servicing information and

procedures.

7) Wear limits, settings and tolerances.

8) The weights of all components and assemblies provided that weigh

more than 50 pounds.

9) Supply and tool list - The repair procedures, authorized at the

running repair level, shall be provided. Maintenance actions to

restore a system, sub-system, assembly, sub-assembly, component,

module, circuit board or component part to serviceability shall be

included. Maintenance actions such as disassembly, cleaning,

inspection, replacement of defective parts, and test that can be

performed at the running repair maintenance level shall be

performed to achieve optimum or desired performance.

10) Maintenance procedures shall be supported by illustrations where

it is necessary to clarify the details and supplement the text of the

maintenance actions described.

11) This Volume shall provide procedures for the identification and

correction of MSHL CBTC equipment failures and malfunctions.

These procedures shall include determination of the cause and

isolation of the fault to replaceable parts, interface wiring, or

mechanical linkage. Diagrams of the relationships shall be

provided to enhance comprehension. Troubleshooting procedural

format shall include fault codes for each system with built-in

diagnostics and fault information and corrective actions displayed

by the diagnostic system. All fault codes are to be included, and

diagnosed, in the Troubleshooting Volume.


Addendum 3 01820-26 June 25, 2015

12) Each the troubleshooting procedures Chapter shall contain the

following sections:

a) Introduction, including General Information, Safety

Precautions, and definition of Warnings, Cautions, and Notes

with specific details

b) Operational and Functional System Descriptions

c) Troubleshooting

d) Corrective Maintenance Procedures

13) The troubleshooting and corrective maintenance procedures shall

contain:

a) Identification of the system covered,

b) A concise explanation of the troubleshooting format and how

to use the procedure,

c) Test equipment required,

d) Safety precautions that must be taken,

e) A reference to the supporting block diagrams, and

f) Preliminary tasks that must be performed prior to initiating

troubleshooting

14) When applicable, each section shall indicate and list the applicable

safety warnings and precautions, test equipment required, special

tools required, and any consumables required. The manual format

shall utilize diagrams and illustrations as required to enhance

understanding. All procedures shall be proved out in the field

during training and the demonstration period and shall be revised

as necessary.

15) If required to be used for clarity of content, grouping of 11 inch

high by 17 inch wide drawings and/or schematics together at the

end of a Running Maintenance Manual Chapter or Heavy Repair

Manual Chapter to which they apply is acceptable.

8. VOLUME III - Systems Supplement Schematic

a. Twenty-five (25) copies of the MSHL CBTC System Supplement

Schematic Volume (from here on referred to as, the Schematic

Supplement Manual) shall be an integrated series of schematic diagrams

defining the electrical, electronic, and pneumatic arrangement and

interfacing of the various vehicle sub-systems. This manual Volume

shall include:

1) Cover Sheet

2) List of Revisions sheet(s), showing all revised schematics by date

and revision number

3) Index of Schematic Sheets, sorted by Subject Area or

System/Subsystem

4) List of Symbols and Symbol Definitions


Addendum 3 01820-27 June 25, 2015

5) Sample of Schematic Diagram explaining format

6) Schematic Diagrams

7) List of Wire Numbers (can be provided as a separate document)

8) List of Wiring Diagrams

9) List of Apparatus

10) Device Location Drawings

11) Location Drawings for Terminal Strips and Junction Boxes

12) List of Related Wiring Documents

13) Point-to-point wiring lists or equivalent drawings shall be supplied

14) Similar information shall be supplied for all diagnostic test

equipment.

15) Interface points to existing vehicle schematic diagrams

b. The Schematic Supplement Manual shall be comprehensive enough to

allow troubleshooting down to the LLRU. The Schematic Supplement

Manual shall be sufficiently detailed to permit shop electricians and air

brake specialists to troubleshoot and repair vehicle systems.

c. c. Schematic diagrams shall detail all electrical, electronic and

pneumatic systems, and include all installed components, wiring and

piping on the vehicle. Interface drawings to existing vehicle systems and

trainlines shall be sufficiently detailed to facilitate tracing of all signals

through sub-systems, systems, vehicle wiring and trainlines

d. Overall system-level schematic diagrams, integrating all of the sub-

systems in the vehicle, shall also be provided. The Schematic

Supplement Manual shall be organized by sub-system, using identical

formats, device symbols and wire and pipe designators for each sub-

system. Device symbols and wire and pipe designators shall be

consistent with those already in use at SEPTA. Other conventions

observed by SEPTA, such as "A" vehicle, "F" end on the left of the page,

then "A" end, to the "A" end of the "B" vehicle, and "F" end of the "B"

vehicle on the right, shall be observed where applicable. All interfaces

from page-to-page and subsystem-to-subsystem shall be clearly

delineated. Alphanumeric zone locations shall be included for devices

and wires when referencing from page-to-page and from volume-to-

volume. Top level schematics shall tie together sub-system schematics

and supply any connections at the vehicle level.

e. Test points shall be identified and acceptable measurements described.

Description of acceptable measurements shall include, but not be limited

to, waveforms, voltages, currents, and pressures for the electrical,

electronic and pneumatic circuits

f. The description of Microprocessor controls shall include sufficient

information to allow a SEPTA technician to understand the relationship

between processor system inputs and outputs and their relationship to

other signals on the vehicles. The technician must be able to observe


Addendum 3 01820-28 June 25, 2015

processor system inputs and determine if the correct output signals are

being generated by the processor system. Information shall be structured

to be clear and understandable to a technician who is not familiar with

processor languages or techniques. Processor schematic information

shall include the following:

1) Transition charts detailing modes of operation and sequencing,

2) Data flow and Logic diagrams,

3) Timing charts,

4) Tables of set points,

5) Curves, and

6) User-definable or adjustable parameters

g. The Schematic Supplement Manual shall also be furnished in electronic

format.

h. Connection Schematic Diagrams: The connection schematic diagrams

shall include and reference all wiring, pneumatic piping, raceways,

terminals, conduits and connections.

i. Wire List: The wire list shall be a separate binder of Volume III, and

shall include all wire segments that transfer power or information for

each vehicle type. The list shall include, but not be limited to, the

following information:

1) Wire code (schematic designation),

2) Origin (from device/terminal),

3) Destination (to device/terminal),

4) Wire size,

5) Voltage rating,

6) Length

7) Specifications,

8) Jacket color,

9) Harness designation, and

10) Wireway or conduit

j. The wire list shall also be furnished in an electronic format allowing

sorts by Items a, b, c, i and j above.

k. Device Tables: Two comprehensive sets of device data tables shall be

provided as the final section of the Schematic Supplement Manual

Volume. The tables shall be included in the corresponding volume of

schematics and shall include data for all components of the electrical and

pneumatic systems and subsystems. Formats and device symbols shall

be submitted for approval by the SEPTA Project Manager. Device

symbols shall be consistent with ANSI Y32.14 and SEPTA practice.

The first set shall be arranged in logical fashion by device type. The

second set shall contain the same information as the first, but shall be


Addendum 3 01820-29 June 25, 2015

arranged by device designation, alphabetically sorted. The device

listings shall include:

1) Type, model, part number, schematic symbol,

2) Location on each vehicle type,

3) Function,

4) Location in schematic and schematic designation,

5) Location on wiring diagram,

6) Appropriate ratings data, and

7) Interface information, as appropriate.

l. For each Vehicle type, existing vehicle electrical and pneumatic

schematic diagrams that have been changed, as a result of this new

equipment installation shall be also revised to show where the existing

vehicles interface with the new equipment, so that it is clearly evident as

to what has been changed and where the interfaces are affected.

m. The schematics are to functionally relate circuit components, and it is

desirable to consolidate related circuits to as few pages as possible. The

entire system circuit, for most systems, should be shown on one sheet,

with the coils, contact definitions, and device list on the facing sheet. A

"B size print" (11” x 17”) can be used for the design documents.

n. Schematic diagram pagination must be logical; with consistency in

format of titles, use of boldface type, etc. must be provided; revision

index page listing to be provided; table of contents to have consistent

title format, list all pages, start with page 1 in listing, list of illustrations

(figure numbers for reference); tabular information is to be identified as

a Table, and be given line breaks every 5 or 10 lines.

o. Pneumatic Schematics: A simplified single page pneumatic diagram for

each vehicle type shall be provided as a system overview showing where

the new apparatus interfaces to the existing vehicles. Pressure switches

and transducers are to be identified to their system, and their pressure

settings are to be identified. Symbols representing functional aspects of

directional valves should be included in the key legend.

2.05 VEHICLE HEAVY REPAIR SUPPLEMENT MANUAL

A. Heavy repair is defined as the maintenance that may be performed on the shop track

or one of the heavy maintenance tracks if the trolley is taken out of service. Heavy

maintenance tasks will generally require more than one 8 hour shift to complete.

Twenty-five (25) copies of the MSHL CBTC System Heavy Repair Supplement

Manual [CDRL 01820-022] (from here on referred to as, the HR Supplement

Manual), shall contain a detailed description and analysis of all mechanical,

electrical and electronic assemblies/subassemblies on all vehicle types so that

SEPTA's overhaul facilities can effectively and safely service, inspect, adjust,

troubleshoot, repair, overhaul and test these assemblies.


Addendum 3 01820-30 June 25, 2015

B. SEPTA has complete facilities sufficient for the rebuilding of all mechanical,

pneumatic, electrical and electronic parts of this vehicle, and the Contractor and his

Suppliers shall provide all information needed for such comprehensive repair and

overhaul work at least as comprehensive as that used by the Suppliers' own service

and repair shops, whether the system parts were manufactured by them or purchased

from others. At SEPTA’s prerogative, it may opt to send complex printed circuit

boards with multi-layer construction or with Surface Mounted Components (SMC)

back to the OEM supplier for repair.

C. The manual shall provide information for the test, repair, and overhaul of each

repairable component of the assembly. No component shall be considered as a

throwaway item or deemed non-repairable except where agreed to by SEPTA. The

manual shall include:

1. Descriptions of how each assembly/sub-assembly operates within the system.

Each shall include:

a. Block Diagrams

b. Signal Flow Diagrams

c. Simplified Schematics

2. Functional wiring and piping diagrams

3. Completely detailed overhaul procedures.

a. Test and evaluation procedures equivalent to that performed by the

original manufacturer, including the requirements for specialized test

equipment. The Contractor is to procure or fabricate and provide to

SEPTA all such specialized test equipment

b. Disassembly/Assembly Procedures required for the disassembly and

assembly of assemblies, sub-assemblies and components at the heavy

repair level of maintenance shall be provided. Assembly instructions

shall include all pertinent assembly criteria, including clearances, torque

values and similar data. Final testing, with pass/fail criteria, of the end

item shall be provided by reference.

c. Complete instructions for use, drawings, and parts information for all

special tools that are required to be provided to SEPTA by the

Contractor.

d. The weights of all components and assemblies that weigh more than 50

pounds

4. Maintenance, repair and overhaul of all diagnostic test equipment

a. The above items shall be organized by sub-system and/or function and

shall be suitable for and available for use in training programs. Where

sufficient clarify of detail cannot be provided due to format size

constraints, large scale originals shall be supplied and reference to these

shall be placed on the reduced size material.

b. Isometric drawings shall show routing and locations of piping, wiring,

cabling and associated apparatus as accurately as possible with


Addendum 3 01820-31 June 25, 2015

supplementary call-outs and views to establish where the item may be

located.

c. Diagnostic test equipment usage shall be incorporated in the procedures,

in addition to providing procedures using generic test equipment.

Schematics shall include interface between subsystems and related

schematics.

d. The schematics shall (where applicable) show pressure, volume, voltage,

current values and wave forms. Completeness and accuracy shall be

stressed.

2.06 MANUAL CHANGES

A. Following the approved draft issue of each publication, and continuing with the final

approved version, the Contractor shall provide revised pages within thirty (30) days

of the need for a change being established covering any changes, whether required

by Field Modification Instructions, Engineering Change Notices, equipment

modification, change of design, drawings or procedures, incompleteness due to error

or any other reason.

B. All of the publications shall be kept current during the warranty period, interpreted

as that of the longest warranted part of the vehicle. Publications shall not be

considered complete or final until all revisions required due to vehicle changes or

modifications have been included by the conclusion of the warranty.

2.07 PUBLICATION DELIVERY SCHEDULE

A. The Technical Publications are to be delivered in printed and electronic form. Only

one electronic copy shall be needed with each submission. Technical publications

shall be submitted in accordance with the following schedule:

B. Prior to the conclusion of the warranty, the Contractor shall supply a complete set of

the electronic source files and the final electronic files from which the hard copy

(printed) versions of the manuals were printed, including all art work, for every

publication to the submitted to the SEPTA Project Manager.

2.08 COMPUTER CD-ROM SUBMITTAL

A. The Contractor shall also provide, by the delivery of the last production systems, all

publications, manuals, software documentation, software, etc. to SEPTA on CD-

ROMs or other approved media to be used on personal computers.

B. Three fully licensed copies for SEPTA usage during the life of the MSHL System, of

all software needed to view and edit the manuals in the future are also to be provided

to SEPTA. These CD-ROM files shall be both comprehensive and complete.


Addendum 3 01820-32 June 25, 2015

C. With these files, together with the provided software used to create the publications,

SEPTA shall have the ability to revise and reissue changes to all of the vehicles'

publications for the life of the MSHL System, following the conclusion of the

warranty.

2.09 STUDENT MATERIAL

A. The primary source of student instruction material shall be the applicable system

familiarization, operation, installation, and maintenance manuals. In addition, the

Contractor shall develop, for each course specified, student notebooks, containing

such additional drawings, descriptive information, and laboratory procedures

necessary to ensure that all learning objectives are met in an orderly and timely

manner. Student notebook material shall be arranged by subsystems and sequenced

according to the topic outline.

1. The BTE provided for onboard CBTC equipment maintenance, which has been

specified within these Contract Documents to include a full complement of the

provided equipment installed on a trolley, shall be used in the classroom

training.

2. The Dispatcher’s workstation simulator, which has been specified within these

Contract Documents, shall be utilized in classroom training.

3. Other installed materials shall be provided by the Contractor to facilitate

training and SEPTA employee familiarization with the MSHL CBTC

Equipment.

4. Hands-on training for the region/zone controller equipment may be performed

in the field.

2.10 ELECTRONIC DATA STORAGE MEDIA

A. All operation, installation and maintenance manuals, reference publications and

training manuals and documents shall be transferred to CD ROM or other suitable

electronic media storage at the end of the project fully indexed with all text and

graphics intact.

2.11 EDUCATION PROGRAM MATERIALS TURNOVER

A. A complete set of all materials used by the Contractor during the Education Program,

including lesson plans, training aids, manuals, mock-ups, special tools, displays, and

all other components used, shall be presented to SEPTA within thirty (30) days of

the conclusion of the complete Education Program which shall be properly revised

and updated by the Contractor to reflect all system and interface modifications until

the end of the warranty period. All training materials shall become the property of

SEPTA at the conclusion of the Education Program.


Addendum 3 01820-33 June 25, 2015

B. Updated sets of all deliverable materials, manuals, etc., reflecting all changes made

to the equipment of the MSHL CBTC System through the end of the warranty period

shall be delivered at the conclusion of the warrantee period.

PART 3 – EXECUTION

3.01 TRAINING PROGRAM EFFECTIVENESS EVALUATION

A. The primary objective of the training is to convey to the students that information

which the student needs to operate, inspect, repair, and maintain the vehicle fleet,

and the wayside and office equipment. To assess the effectiveness of the training

program evaluation capabilities shall be built into each course, at least once within

each major topic or system. These evaluation capabilities shall be in a form that

provides quantified results on an individual student basis.

B. Results of the effectiveness evaluation of student learning are to be evaluated to

determine what, if anything needs to be done to improve upon how the course matter

is being presented and assimilated by the students.

END OF SECTION 01820


Addendum 3 01820-34 June 25, 2015

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