# C3 — Inclusions / Exclusions / Clarifications

**Project:** SMC MRT-7 FDAS+ACS Integration
**Date:** 2026-04-29
**Source synthesis:** TOR §4 + §6 + §9 + §12 + decision log (D-001 through D-018) + assumption ledger (A-001 through A-407) + clarification list (Q-001 through Q-024)

This document is the customer-facing inclusion/exclusion summary that anchors the proposal narrative. Phase 10 cover letter + commercial proposal cite this directly.

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## INCLUSIONS — In our scope

### Engineering & Project Management

- All engineering deliverables per TOR §4.6: design drawings, shop drawings, **Interface Coordination Document (ICD)**, T&C plan, method statements, as-built drawings (signed/sealed soft + hard copy)
- Project Manager (REE, full-time on-site, 6 months) per TOR §8.3
- Engineer-in-charge (REE, full-time on-site) per TOR §8.4
- PEE supervisory engagement (R.A. 9292)
- Interface Manager + Engineer (TOR §8.5)
- Site supervisors × 2 (full-time, 6 months)
- Daily + Weekly Accomplishment Reports (TOR §8.13)
- Monthly Primavera P6 schedule update (TOR §4.11), critical-path, resource-loaded
- Inspection Work Request (IWR) + signed/sealed as-built before acceptance

### Material Supply

- **FDAS Workstation Computer System** at OCC (BOQ row 1) per ANNEX_C1 §1123.2.8: workstation PC + 32" LED + Notifier OnyxWorks server + perpetual license + L2 industrial Ethernet switch + 2 kVA UPS + HP LaserJet color printer + rack
- **FDAS Workstation Computer System** at FCCR — mirror set
- **ACS Workstation Computer System** at OCC (BOQ row 2) per ANNEX_C1 §1124.2.6 / 2.7 / 2.8 / 2.12 / 2.13 / 2.14: server + L2 switch with SFP + ZebraID badge printer + Suprema BioStar 2 Enterprise perpetual license + Microsoft SQL Server 2019 + Suprema BioMini Plus 2 fingerprint enrollment + DE-620 card encoder
- **ACS Workstation Computer System** at FCCR — mirror set
- **Network interface cards / media converters / gateways** at 12 stations (1 FDAS + 1 ACS each = 24 total) for system integration to OCC via REC IP-MPLS
- **Network interface cards / gateways** at depot integration points (~5 buildings hosting FACP/CS-40 we connect to) for Phase 2 FCCR integration
- **Inter-building FOC + STP cabling** for Phase 2 (depot only) — single-mode FOC OS2 24-core armored OSP per ANNEX_C1 §1124.2.9 + STP Cat6A outdoor-rated per §1124.2.10
- **Line surge protection** at every inter-building cable termination per TOR §4.2
- **Workstation furniture** at OCC + FCCR (table for up to 4 workstations + ergonomic chairs per TOR §4.5)
- **FDAS field devices** at Genset Building (smoke + heat detectors, manual pull stations, horn-strobes, monitoring modules) per ANNEX_C1 §1123.2.5 + Resp. Matrix Phase 2 Genset row
- **FDAS field devices** at Guard Houses (GH-1, GH-2A, GH-2D — 3 buildings) per Resp. Matrix
- **Conduit + boxes + raceway + cable trays** at OCC + FCCR + building stub-ups
- **Power supply cables** at OCC + FCCR (UPS feeds + workstation/server power)

### Installation

- Installation of all supplied material per TOR §4
- Cable pulling through Civil-Contractor-built ductbank/manholes (we don't install ductbank — TOR §9.1)
- Cable terminations + IDs + labels (LC fiber connectors, RJ45 Cat6A, screw-terminal blocks)
- Fusion splicing at manhole splice points + OTDR test
- Surge-protector installation at every cable termination
- Workstation furniture assembly + positioning
- Mounting of all gateways + media converters in NEMA-rated enclosures where exposed
- **Chipping works + restoration** of concrete/wall/under-slab penetrations per TOR §4.9 (only for our cable entries; per-station and per-building contractors handle their own panel-install penetrations)

### Programming & Configuration

- Notifier OnyxWorks server install + database build + graphics page authoring (~30 pages — summary + per-station + per-depot-building)
- Notifier OnyxWorks alarm-logic Boolean equations + cross-zone rules (per ANNEX_D1 1000-equation cap per panel)
- VeriFire Tools panel-side programming (NCM-W network membership for ~17 panel-nodes)
- Suprema BioStar 2 Enterprise server install + Microsoft SQL Server install + DB schema build
- Suprema CS-40 controller pairing + TLS 1.2 cert provisioning (~17 controllers)
- BioStar 2 user-database build + access-group / access-level / door-schedule / holiday-calendar definitions
- BioStar 2 reports + audit trail configuration
- L2 switch configuration + VLAN setup + STP/RSTP + uplink to REC CER L2 switch (per TOR §4.7)

### Testing & Commissioning

- All T&C activities per TOR §4.21: **Standalone Test, Integration Test, Performance Test**
- Per ANNEX_C1 §1128 testing protocols
- **Factory Acceptance Test (FAT)** at the manufacturer's facilities — separate BOQ line items per D-016:
  - FAT at Notifier facility, Northford, Connecticut, USA (3-person witness team: Owner + DOTr + Contractor; 5-7 day duration)
  - FAT at Suprema facility, Seongnam, South Korea (3-person witness team; 5-7 day duration)
- Pre-commissioning + cable tests (continuity, OTDR for FOC, Cat6A test)
- Final Acceptance Test with SMC + DOTr (signed acceptance certificate)
- T&C documentation pack (test plans + scripts + reports)

### Training & Handover

- O&M Training session(s) for MRT7 + DOTr personnel — combined FDAS + ACS, classroom + hands-on at OCC + FCCR (Q-010 sizing — assume 1-2 sessions × 2 days each, 10-15 attendees per session)
- Training material: slide decks (FDAS-specific + ACS-specific) + lab guides + quick-reference cards
- Training certificates per attendee
- O&M Manual (FDAS + ACS, signed/sealed hard + soft copy)
- 2-year spare-parts kit per TOR §4.18-4.19 — Notifier devices/modules/batteries + Suprema spares + L2 switch + UPS battery
- Recommended spare-parts list with justification + metrics (technical document for customer review)
- Software-upgrade procedure documentation + 30-day advance-notice procedure per TOR §4.23

### Commercial Inclusions

- All material UL-listed per TOR §8.8 (UL 268, 521, 294, 508, 2572 etc. as applicable per device class)
- All material brand new and free from defects per TOR §8.9
- All material non-China-origin per TOR §8.10
- Permits: LGU + MMDA + DOLE + working permits per TOR §11.2
- Duties + taxes (BOC for imports) per TOR §3.4
- VAT included in all unit prices and lump sums per Email §2 + TOR §3.4
- All-risk + third-party + workmen's-compensation insurance for 180 CD coverage
- Surety bonds: Advance Payment Bond + Performance Bond (20%) + Warranty Bond (10%) per TOR §11.6.1
- 2-year warranty from acceptance with 24-hour response time per TOR §10
- 3-year software support post-acceptance per TOR §4.23
- Garbage collection + disposal per TOR §8.21
- Site office + temporary power + comms + vehicles + tools (180 CD)

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## EXCLUSIONS — Explicitly out of our scope

| Item | Source | Reason |
|------|--------|--------|
| **Site Development underground conduit / ductbank / manholes** between buildings | TOR §9.1 + D-010 | Civil Contractor / REC scope |
| **FDAS FACPs (Notifier NFS2-3030)** at all 12 stations + most depot buildings | TOR §6.4 + D-012 + D-017 | Per-station-respective contractor / depot Civil Contractor scope; we connect to their already-installed FACPs |
| **ACS controllers (Suprema CoreStation CS-40)** at all 12 stations + most depot buildings | TOR §6.4 + D-012 + D-017 | Same as above |
| **In-station-internal cabling, devices, AGPs, L2 switches** at stations | D-017 | Per-station-respective contractor scope; we provide gateway only |
| **Communication Network (Station ↔ Depot-OCC IP-MPLS backbone)** | Resp. Matrix | ROTEM (REC) scope |
| **L2 Network Switches at each station** | Resp. Matrix | Per-station respective contractor (labeled "Civil Contractor" in matrix) |
| **FACP + AGP at Depot O&M / Aux Building / Depot TPSSR / Pump Houses 1&2 / STP** | Resp. Matrix | ROTEM scope |
| **CER L2 Network Switch at Depot Admin Building** | Resp. Matrix | System Contractor (REC) scope; we interface to it per TOR §4.7 |
| **EMCS (Equipment Monitoring and Control System)** | TOR §4 silent + D-015 | Not in our scope; ANNEX_C1 §1125-1127 + ANNEX_A 13008/13011A/13011B reference only |
| **Stations 13 (Tala) + 14 (San Jose del Monte)** | TOR §4.1 + D-015 | Excluded from this scope |
| **Time & Attendance integration (BioStar 2 TA module)** | A-103 | Not in TOR §4.4 scope; available as optional add-on |
| **CCTV + Intrusion + PA system integration** | A-006 | ANNEX_C1 §1124.2.5 lists capability but TOR doesn't scope; available as optional add-on |
| **Reader-to-CS-40 wiring + door-hardware (electric strike / magnetic lock / REX) at any location** | TOR §6.4 + Civil Contractor scope | Civil / per-station contractor handles |
| **Door installation, door framing, door schedule** | Generic civil scope | Civil Contractor |
| **Building structural civil works (chiseling/cutting beyond §4.9 cable-entry restoration)** | Generic civil scope | Civil Contractor |
| **HVAC + Plumbing + Fire Protection (wet system) + Power Distribution (above 230V dedicated)** | Generic MEPF scope | Civil / MEP Contractor |
| **Telephone + Public Address (PA) system supply or install** | Generic | Other contractor |
| **CCTV cameras, NVR, video management software** | Generic | Other contractor (separate Security scope) |
| **Initial loading of user records into BioStar 2** | A-301 (training scope) | Customer provides initial user list at NTP+; we seed templates |
| **Card stock / blank ID cards / lanyards** | A-302 | Customer-supplied for ongoing operations |

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## OPTIONALS — Priced separately if customer requests

| Item | Reference | Notes |
|------|-----------|-------|
| 1-year preventive maintenance contract (post-warranty) | WBS 9.11 | Typical add-on; PHP estimate per scoped frequency |
| Extended training beyond Q-010 sizing | WBS 9.12 | Per session |
| Cyber-security hardening / penetration testing | WBS 9.13 | Advisable for transit-OT systems |
| UPS extended runtime (>30 min) | WBS 9.14 | Spec is 15-30 min baseline |
| Time & Attendance integration (BioStar 2 TA module) | WBS 9.9 | Software license + integration effort |
| CCTV + Intrusion integration to ACS (per ANNEX_C1 §1124.2.5) | WBS 9.10 | Hardware + software + ICD |
| Additional client license seats (OnyxWorks / BioStar 2) beyond initial 4 | — | Per seat |
| Spare workstation kit (1 spare WS + monitor + accessories per system) | — | Beyond TOR §4.18 device-level spares |

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## CLARIFICATIONS / ASSUMPTIONS — Bidder's interpretive position

These items reflect the bidder's interpretation of ambiguities in the bid documents. Where TOR/specs are silent or conflicting, the bidder takes a defensible position and discloses it; customer can adjust at evaluation.

| ID | Statement |
|----|-----------|
| **A-103** | Workstation monitor: **32" LED Full HD** per BOQ row 1123.2.8.A. Spec §1123.2.8.A says 24" — the BOQ value (32") governs in this proposal. (Q-015 raised; trivial cost delta either way.) |
| **A-104** | UPS sizing: **2 kVA / 1.6 kW online double-conversion** per ANNEX_C1 §1123.2.8.E. Runtime 15-30 minutes per spec. |
| **A-106** | L2 industrial Ethernet switches: **separate per discipline** (FDAS + ACS each have their own switch at OCC + FCCR — 4 switches total). VLAN-shared alternative possible if customer prefers; no cost impact. |
| **A-201** | Phase-1 station-to-OCC connectivity uses ROTEM IP-MPLS backbone for primary FDAS + ACS data per Resp. Matrix. No long station-to-OCC cable run in our cable schedule. |
| **A-301** | Production-rate modifiers per Op#11: greenfield depot 1.0× baseline; multi-station coordination overhead +20%; 24-hr shift availability per TOR §11.4 (productivity unchanged); no-subcontracting on Electronics works (single-team productivity). |
| **A-401** | All prices VAT-inclusive (Email §2 + TOR §3.4). |
| **A-404** | Proposal validity: **6 months from submission** per TOR §11.9 (overrides email's 30-day stipulation). |
| **A-407** | FAT travel cost: **separate BOQ line items** at the bottom of the BOQ per D-016 + Email §1 — FAT-USA-Notifier travel + FAT-Korea-Suprema travel. Customer can adjust at evaluation. |

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## Open clarifications (Q-### items)

Open items are tracked in `08-customer-clarifications.md`. Material open Qs at this writing (2026-04-29):
- Q-021 — REC CER L2 switch make/model/IP/VLAN/port (for ICD)
- Q-022 — Civil Contractor identities (multiple per D-017) for ICD coordination
- Q-005 — installation responsibility at depot buildings where ROTEM/Civil supplies panels
- Q-007 — IP-MPLS protocol details (BACnet/IP, SNMP, proprietary?)
- Q-008-Q-024 — see clarifications list

These do not block the bid; bid baseline assumes the assumption-set above and customer can adjust at evaluation per the equivalent-items clause (Email §1).