CHICAGO TRANSIT AUTHORITY

DETAIL SPECIFICATION FOR

REPLACEMENT RECON BRAND PACKAGES WITH OR WITHOUT AN AUTOMATIC TRANSMISSION OR HYBRID DRIVE UNIT; PUBLIC TRANSIT BUS APPLICATIONS

CTA SPECIFICATION NO. 1060-17

1. SCOPE

1.1 This specification will describe the requirements for a contractor to furnish and deliver various models and configurations of genuine Cummins ReCon Brand remanufactured diesel engines, with or without a genuine ZF Brand factory new or a genuine ZF Brand factory remanufactured automatic transmission attached, or with or without a genuine Allison Brand factory new or a genuine Allison Brand factory authorized rebuilt hybrid drive unit attached, to be used as replacement units in various brands of public transit buses that were originally delivered to the Chicago Transit Authority (CTA) with a Cummins Brand diesel engine and a ZF Brand automatic transmission combination, or a Cummins Brand diesel engine and an Allison Brand hybrid drive combination, by the original bus manufacturer.

2. GENERAL INFORMATION & REQUIREMENTS

2.1 Contractor shall furnish and deliver, as and if requested during the term of a given contract, various models and configurations of genuine Cummins ReCon Brand remanufactured diesel engines, with or without a genuine ZF Brand factory new or a genuine ZF Brand factory remanufactured automatic transmission attached, or with or without a genuine Allison Brand factory new or a genuine Allison Brand factory remanufactured hybrid drive attached, per the requirements presented in this specification, per the requirements presented in the Contract Documents, and possibly per any additional in scope, valid requirements presented on a given CTA Release Form issued against a given contract.

2.2 The CTA will furnish the contractor one (1) Cummins Brand engine core for each Cummins ReCon Brand engine that the contractor furnishes the CTA. The CTA will furnish Cummins Brand engine cores that meet the requirements for an acceptable engine core as stated in Cummins Engine Company issued current factory literature at the time a given Invitation for Bid (IFB) is posted. If a given engine core furnished by the CTA does not meet the previously stated requirement, then the contractor has the right to refuse acceptance of that core.

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2.3 The CTA will furnish the contractor one (1) ZF Brand automatic transmission core for each genuine ZF Brand factory new or genuine ZF Brand factory remanufactured automatic transmission that the contractor furnishes the CTA. ZF North America, Inc. defines an acceptable automatic transmission core as meeting all of the following requirements:

1) Housing must not be cracked or damaged. 2) Input and output must rotate independently of each other 3) Must not have been used without lubricant 4) Must include all of its parts

If a given ZF Brand automatic transmission core furnished by the CTA does not meet all four (4) of the above stated requirements, then the contractor has the right to refuse acceptance of that core.

2.4 The CTA will furnish the contractor one (1) Allison Brand hybrid drive unit core for each genuine Allison Brand factory new or genuine Allison Brand factory authorized rebuilt hybrid drive unit that the contractor furnishes the CTA.

2.5 There will be a single CTA location for engine core or combination engine and transmission / hybrid drive core pick-up by the contractor, as well as engine delivery or combination engine and transmission / hybrid drive delivery by the contractor. See the Special Conditions section of the Contract Documents for CTA location declaration as well as acceptable days and hours for pick-up and / or delivery operations.

2.6 The Special Conditions section of the Contract Documents shall state product warranty requirements. Please see the Special Conditions section of the Contract Documents for warranty requirement details.

2.7 For warranty tracking purposes, the contractor shall furnish each applicable engine component, and any applicable ancillary components on the engine, sprayed with a unique paint color on its exterior surface for each specific contract. Actual paint color to be used shall be agreed upon by the CTA’s Bus Engineering & Technical Services Department and the contractor after award of contract.

2.8 Each engine control module (ECM), or the equivalent acronym for the same function, shall be furnished fully programmed, according to the template developed by the CTA and the applicable bus manufacturer of a given bus, prior to its delivery to the CTA. Additional details will be provided to the contractor on this subject matter by the CTA’s Bus Engineering & Technical Services Department after award of contract.

2.9 The CTA reserves the right to add or subtract Cummins ReCon Brand engine models, ZF Brand automatic transmission models, or Allison Brand hybrid drive unit models during the term of a given contract due to possible fleet revisions.

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2.10 The contractor is not allowed to deviate from any item stated in this specification unless each such deviation is first requested in writing to, and approved in writing by, the CTA’s Chief Bus Equipment Engineer, or designee.

3. DETAIL REQUIREMENTS – CUMMINS ISC ENGINES

3.1 Contractor shall furnish and deliver a Cummins ReCon Brand Model ISC remanufactured diesel engine in the possible configurations described below. The CTA will declare each configuration required, along with quantity requirements, on each applicable CTA Purchase Order, or CTA Release Form issued against a given CTA Purchase Order.

3.1.1 ISC Engine Configuration #1 - Basic Package - Cummins #DR25878RX. (For Novabus Brand, CTA Series 6400 buses). The engine shall include all ancillary engine components as stated in current Cummins Engine Company factory literature for a Cummins ReCon Brand Model ISC remanufactured engine at the time a given IFB is posted.

3.1.2 ISC Engine Configuration #2 – Basic Package Plus Specified Ancillary Items – Cummins #DR25878C250. (For Novabus Brand, CTA Series 6400 buses). All specified ancillary items, as stated in this section, shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport frame from the same pool when furnishing the contractor each engine core. Each ISC Engine Configuration #2 Package will include all of the listed items that follow.

(1) Cummins ReCon ISC Engine - #DR25878RX (1) Cummins ReCon of a Delco 41MT Starter - #3675197RX (1) Sauer-Danfoss Hydraulic Pump - #550137982182165 (1) Nelson Muffler/Catalyst - #200031A (1) Niehoff Alternator - #C701 (1) Niehoff Voltage Regulator - #A2-322 (1) Novabus / Prevost Dipstick - #N8892113 (1) Novabus / Prevost Dipstick Tube - #N8892114 (1) Novabus / Prevost Belt Guard - #N27613 (1) Novabus / Prevost Oil Filler Pipe - #N30041 (1) Novabus / Prevost Probalyzer - #G1002386 (1) Novabus / Prevost Exhaust Heat Shield - #N26335 (1) Novabus / Prevost Exhaust Pipe - #N31853 (1) Novabus / Prevost Turbocharger Heat Shield - #N27528 (1) Novabus / Prevost Muffler Support Bracket - #N13816 (2) Novabus / Prevost Motor Mount Assembly - #N34877, N13967, N35140, N30973, and N13969-02 (1) Novabus / Prevost Muffler Heat Shield - #N31988 (1) Novabus / Prevost Front Engine Mount - #N21540 (1) Cummins Ring Gear - #3908546 Page 3 of 10

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(1) Cummins / Fleetguard Fuel-Water Separator - #FS1022 (4) Parker 919 Series Stainless Steel Braided over Teflon Brand Material Fuel, Air, Oil, and Coolant Lines – As Required (8) Nord-Lock Washers - #N32118 (20) Breeze CT Series Constant Torque Hose Clamps – Various Sizes (30) Umpco SS Series Stainless Steel P-Clamps – Various Sizes (15) Silicone Hose per SAE Standard J20R1 – Various Sizes

3.1.3 ISC Engine Configuration #3 – Basic Package Plus Specified Ancillary Items, Plus Genuine ZF Brand Factory New or ZF Brand Factory Remanufactured Automatic Transmission Mounted to Engine – Cummins #DR25878C250ZF. (For Novabus Brand, CTA Series 6400 buses). All specified ancillary items, as stated in this section, shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine and transmission combination as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport frame from the same pool when furnishing the contractor each engine and transmission combination core. Each ISC Engine Configuration #3 Package will include all items listed in Section 3.1.2 above plus all of the listed items that follow.

(1) ZF Brand Automatic Transmission - #4149 046 003 (10) Novabus / Prevost Mounting Hardware (Bolt) - #N21857 (10) Novabus / Prevost Mounting Hardware (Washer) - #N21858 (2) Novabus / Prevost Mounting Hardware (Screw) - #N21859 (8) Novabus / Prevost Mounting Hardware (Screw) - #N21997

Note: The hardware items listed above are used to attach the ring gear flange to the transmission’s torque converter as well as to attach the flex plate to the converter.

4. DETAIL REQUIREMENTS – CUMMINS ISB ENGINE

4.1 Contractor shall furnish and deliver a Cummins ReCon Brand Model ISB remanufactured diesel engine in the possible configuration(s) stated below. The CTA will declare each configuration required, along with quantity requirements, on each applicable CTA Purchase Order, or CTA Release Form issued against a given CTA Purchase Order.

5. DETAIL REQUIREMENTS – CUMMINS ISL ENGINES

5.1 Contractor shall furnish and deliver, as and if requested by the CTA, a Cummins ReCon Brand Model ISL remanufactured diesel engine in the possible configurations stated below. The CTA will declare each configuration required, along with quantity requirements, on each applicable CTA Purchase Order, or CTA Release Form issued against a given CTA Purchase Order.

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5.1.1 ISL Engine Configuration #1 – Basic Package – Cummins #DR26204CTA. (For a Brand with Allison Brand Hybrid Drive Unit bus, CTA Series 800). The engine shall include all ancillary engine components as stated in current Cummins Engine Company factory literature for a Cummins ReCon Brand Model ISL remanufactured engine at the time a given IFB is posted.

5.1.2 ISL Engine Configuration #2 – Basic Package – ISL07 280 HP Engine, Cummins #DR27070RX. (For New Flyer Brand, CTA #1630 through #2029 buses). The engine shall include all ancillary engine components as stated in current Cummins Engine Company factory literature for a Cummins ReCon Brand Model ISL07 emission remanufactured engine.

5.1.3 ISL Engine Configuration #3 – Basic Package Plus Specified Ancillary Items – ISL07 280 HP Engine, Cummins #DR27070RXL280. (For New Flyer Brand, CTA #1630 through #2029 buses). All specified ancillary items, as stated in this section, shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport frame from the same pool when furnishing the contractor each engine core. Each ISL07 Engine Configuration #3 Package will include all of the listed items that follow.

(1) Cummins ReCon ISL07 Engine - #DR27070RX (1) Delco 41MT Starter - #260807 (1) Sauer-Danfoss Hydraulic Pump - #298178 (1) CES DPF - #4965244NX (1) CES DOC - #4969846NX (1) Niehoff Alternator - #C703A (1) Niehoff Voltage Regulator - #A2-214 (1) New Flyer Dipstick and Tube- #3968449 (1) New Flyer Probalyzer - #041652 (2) New Flyer Front Engine Mount - #237387 (15) Parker 919 Series Stainless Steel Braided over Teflon Brand Material Fuel, Air, Oil, & Coolant Lines – As Required (10) Breeze CT Series Constant Torque Hose Clamps – Various Sizes (30) Umpco SS Series Stainless Steel P-Clamps – Various Sizes

5.1.4 ISL Engine Configuration #4 – Basic Package Plus Specified Ancillary Items, Plus Genuine ZF Brand Factory New or ZF Brand Factory Remanufactured Automatic Transmission Mounted to Engine – ISL07 280 HP Engine, Cummins #DR27070RXL280ZF. (For New Flyer Brand, CTA #1630 through #1929 buses). This configuration is to include all specified ancillary items stated in Section 5.1.3 above, plus those as stated in this section, and shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine and transmission combination as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport frame from the same pool when furnishing the contractor each engine and transmission combination core. Page 5 of 10

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(1) ZF Brand Automatic Transmission - #4182 054 020 (4) New Flyer Mounting Hardware (Bolt) - #6326698 (4) New Flyer Mounting Hardware (Washer) - #6319594 (4) New Flyer Mounting Hardware (Screw) - #6326688 (8) New Flyer Mounting Hardware (Screw) - #117139 (4) New Flyer Flexplate - #6326691 (1) New Flyer Crank Adapter - #6326693 (1) New Flyer Clamping Ring - #6326694 (1) New Flyer Ring Gear – #6326696

5.1.5 ISL Engine Configuration #5 – Basic Package Plus Specified Ancillary Items, Plus an Allison Brand B400 Factory New or Allison Brand B400 Factory Remanufactured Automatic Transmission Attached – ISL07 280 HP Engine, Cummins #DR27070RXL280AL. (For New Flyer Brand, CTA #1930 through #2029 buses). Includes all ancillary items specified in Section 5.1.3 above. Ancillary items shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine and transmission combination as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport frame from the same pool when furnishing the contractor each engine and transmission combination core.

5.1.6 ISL Engine Configuration #6 – Basic Package – 330 HP Engine, Cummins #DR27096RX. (For a New Flyer Brand with Allison Brand Hybrid Drive Unit Articulated 60’ bus, CTA #4000 through #4207). The engine shall include all ancillary engine components as stated in current Cummins Engine Company factory literature for a Cummins ReCon Brand Model ISL remanufactured engine at the time a given IFB is posted.

5.1.7 ISL Engine Configuration #7 – Complete Engine Package without an Allison Brand EP50 Hybrid Drive Unit – 330 HP Engine, Cummins #DR27096RXL330. (For a New Flyer Brand Articulated 60’ bus with an Allison Brand Hybrid Drive Unit, CTA #4000 through #4207 buses). The engine shall include all ancillary engine components as stated in current Cummins Engine Company factory literature for a Cummins ReCon Brand Model ISL remanufactured engine at the time a given IFB is posted and shall be furnished fully complete.

5.1.8 ISL Engine Configuration #8 – Complete Engine Package with an Allison Brand Factory New EP50 Hybrid Drive Unit, or with an Allison Brand Factory Authorized Rebuilt EP50 Hybrid Drive Unit – 330 HP Engine, Cummins #DR27096RXL330AL. (For New Flyer Brand Articulated 60’ bus with an Allison Brand Hybrid Drive Unit, CTA #4000 through #4207 buses).The engine shall include all ancillary engine components as stated in current Cummins Engine Company factory literature for a Cummins ReCon Brand Model ISL remanufactured engine at the time a given IFB is posted and shall be furnished fully complete.

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6. DETAIL REQUIREMENTS – CUMMINS ISM ENGINES

6.1 Contractor shall furnish and deliver a Cummins ReCon Brand Model ISM06 or ISM07 remanufactured diesel engine in the configuration(s) stated below. The CTA will declare each configuration required, along with quantity requirements, on each applicable CTA Purchase Order, or CTA Release Form issued against a given CTA Purchase Order.

6.1.1 ISM Engine Configuration #1 – Basic Package – ISM06 280 HP Engine, Cummins #DR27071RX. (For New Flyer Brand, CTA #1000 through #1429 buses). The engine shall include all ancillary engine components as stated in current Cummins Engine Company factory literature for a Cummins ReCon Brand Model ISM remanufactured engine.

6.1.2 ISM Engine Configuration #2 – Basic Package Plus Specified Ancillary Items – ISM06 280 HP Engine, Cummins #DR27071RXM280. (For New Flyer Brand, CTA #1000 through #1429 buses). All specified ancillary items, as stated in this section, shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport frame from the same pool when furnishing the contractor each engine core. Each ISM06 Engine Configuration #2 Package will include all of the listed items that follow.

(1) Cummins ReCon ISM06 Engine - #DR27071RX (1) Cummins ReCon of a Delco 41MT Starter - #3604321RX (1) Sauer-Danfoss Hydraulic Pump - #163D71012 (1) CES Muffler/Catalyst - #201757A (1) Niehoff Alternator - #C703A (1) Niehoff Voltage Regulator - #A2-214 (1) New Flyer Dipstick - #2878041 (1) New Flyer Dipstick Tube - #3896305 (1) New Flyer Probalyzer - #041652 (2) New Flyer Front Engine Mount - #237387 (15) Parker 919 Series Stainless Steel Braided over Teflon Brand Material Fuel, Air, Oil, & Coolant Lines – As Required (10) Breeze CT Series Constant Torque Hose Clamps – Various Sizes (30) Umpco SS Series Stainless Steel P-Clamps – Various Sizes (6) Silicone Hose Per SAE Standard J20R1 – Various Sizes

6.1.3 ISM Engine Configuration #3 – Basic Package Plus Specified Ancillary Items, Plus Genuine ZF Brand Factory New or ZF Brand Factory Remanufactured Automatic Transmission Mounted to Engine – ISM06 280 HP Engine, Cummins #DR27071RXM280ZF. (For New Flyer Brand, CTA #1000 through #1429 buses). All specified ancillary items, as stated in this section, shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine and transmission combination as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport Page 7 of 10

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frame from the same pool when furnishing the contractor each engine and transmission combination core.

Each ISM06 Engine Configuration #3 Package will include all items listed in Section 6.1.2 above plus all of the listed items that follow.

(1) ZF Brand Automatic Transmission - #4149 054 041 (4) New Flyer Mounting Hardware (Bolt) - #014866 (4) New Flyer Mounting Hardware (Washer) - #022680 (4) New Flyer Mounting Hardware (Screw) - #014868 (8) Cummins Mounting Hardware (Screw) - #4071043 (4) Cummins Flex-Plate - #3820495 (1) Cummins Crank Adapter - #3251635 (1) Cummins Clamping Ring - #3251636 (1) ZF Ring Gear – 4139 330 6327

6.1.4 ISM Engine Configuration #4 – Basic Package – ISM07 280 HP Engine, Cummins #DR27089RX. (For New Flyer Brand, CTA #1430 through #1629 buses). The engine shall include all ancillary engine components as stated in current Cummins Engine Company factory literature for a Cummins ReCon Brand Model ISM07 remanufactured engine.

6.1.5 ISM Engine Configuration #5 – Basic Package Plus Specified Ancillary Items – ISM07 280 HP Engine, Cummins #DR27089RXM280. (For New Flyer Brand, CTA #1430 through #1629 buses). All specified ancillary items, as stated in this section, shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport frame from the same pool when furnishing the contractor each engine core. Each ISM06 Engine Configuration #2 Package will include all of the listed items that follow.

(1) Cummins ReCon ISM06 Engine - #DR27089RX (1) Cummins ReCon of a Delco 41MT Starter - #3604321RX (1) After Treatment Injector - #4955465NX (1) Sauer-Danfoss Hydraulic Pump - #317347 (1) CES DPF - #4965244NX (1) CES DOC - #4969846NX (1) Niehoff Alternator - #C703A (1) Niehoff Voltage Regulator - #A2-214 (1) New Flyer Dipstick - #3106027 (1) New Flyer Dipstick Tube - #3896305 (1) New Flyer Probalyzer - #041652 (2) New Flyer Front Engine Mount - #237387 (15) Parker 919 Series Stainless Steel Braided over Teflon Brand Material Fuel, Air, Oil, & Coolant Lines – As Required (10) Breeze CT Series Constant Torque Hose Clamps – Various Sizes (30) Umpco SS Series Stainless Steel P-Clamps – Various Sizes Page 8 of 10

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(6) Silicone Hose Per SAE Standard J20R1 – Various Sizes

6.1.6 ISM Engine Configuration #6 – Basic Package Plus Specified Ancillary Items, Plus Genuine ZF Brand Factory New or ZF Brand Factory Remanufactured Automatic Transmission Mounted to Engine – ISM07 280 HP Engine, Cummins #DR27089RXM280ZF. (For New Flyer Brand, CTA #1430 through #1629 buses). All specified ancillary items, as stated in this section, shall be the genuine brand name stated, factory new, unless stated otherwise. Contractor shall furnish each engine and transmission combination as described in this section on a pooled CTA owned and CTA furnished transport frame. The CTA will also utilize a transport frame from the same pool when furnishing the contractor each engine and transmission combination core. Each ISM07 Engine Configuration #6 Package will include all items listed in Section 6.1.5 above plus all of the listed items that follow.

(1) ZF Brand Automatic Transmission - #4182 054 020 (4) New Flyer Mounting Hardware (Bolt) - #10B07024 (4) New Flyer Mounting Hardware (Washer) - #014183 (4) New Flyer Mounting Hardware (Screw) - #014866 (8) Cummins Mounting Hardware (Screw) - #4071043 (4) Cummins Flex-Plate - #3820495 (1) Cummins Crank Adapter - #3251635 (1) Cummins Clamping Ring - #3251636 (1) ZF Ring Gear - #4139 130 089

7. PRODUCT AND TECHNICAL SUPPORT

7.1 The contractor, or contractor’s authorized agent, shall provide for the following ‘before the sale’ and ‘after the sale’ product and technical support.

7.1.1 Have a staff of trained and certified technicians on all the Cummins Brand engine models mentioned in this specification.

7.1.2 Have training personnel capable of training CTA technicians on past, current, and future engine product offerings from Cummins Engine Company.

7.1.3 Have technical support personnel on Cummins Brand engines available 24 hours per day, seven days per week.

7.1.4 Have or develop a working relationship in resolving issues with the various original equipment manufacturer (OEM) bus brands the CTA has in its fleet.

7.1.5 Participate in CTA meetings that address any issue concerning Cummins Brand products.

7.1.6 Work with CTA personnel on projects such as product cost reduction, product efficiency gains, product maintenance improvements, and product lifetime extensions. Page 9 of 10

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7.1.7 Have technicians capable of using tooling such as, but not necessarily limited to, Insite, Canalyzer, and Caltherm in order to support CTA efforts to meet all applicable vehicle emission laws or regulations during the entire operating lifetime of a Cummins Brand engine.

8. CTA MAINTENANCE MANAGEMENT INFORMATION SYSTEM (MMIS)

8.1 At the CTA’s option, contractor personnel will be required to utilize the CTA’s Maintenance Management Information System (MMIS) in order to track and record any service or repair work performed in or out of warranty on a CTA vehicle. At the CTA’s option, contractor personnel shall be required to access the MMIS system on a daily basis to identify and schedule any service, repair, or warranty work, as well as for any data entry or data maintenance work. If requested by the CTA, the contractor shall provide on a monthly basis, unless directed otherwise by the CTA due to a special situation, an Excel compatible spreadsheet detailing the nature of any work performed by the contractor on a CTA vehicle, including, but not necessarily limited to, an itemized cost of the work performed and any parts and their associated part numbers used.

8.2 If any contractor personnel requires training on the CTA’s MMIS system, then the CTA shall provide for the necessary MMIS training for contractor personnel. The CTA shall not provide any reimbursement to the contractor for any expenses incurred by the contractor for contractor personnel MMIS training.

9. ADDITIONAL INFORMATION FOR POTENTIAL CONTRACTORS

Potential contractors requiring any additional information on any subject matter in the Contract Documents shall only contact the CTA Procurement Administrator or Buyer whose name is stated in the Contract Documents. Potential contractors who may require additional information from a person or persons potentially listed in the Special Conditions section of the Contract Documents shall route their request only through the Procurement Administrator or Buyer. Potential contractors who contact any CTA personnel other than the Procurement Administrator or Buyer during the open bidding period will be considered to be in violation of the provisions set forth in the Contract Documents.

Distribution: Assistant Chief, Bus Equipment Engineer

RK/dsd - Initial Specification - 05/12/98 HHP/hhp – 12th Revision – 03/06/14 TW/tw – 13th Revision – 10/05/17

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