3. STATEMENT OF WORK Health Services Clinic dtd 09.02.25.pdf

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STATEMENT OF WORK

FOR

Health Services Clinic Medical Equipment & Supplies Including Storage, Installation and Commissioning

Dated: September 2, 2025

1.0 INTRODUCTION

Lawrence Berkeley National Laboratory (LBNL) is constructing the new Welcome Center Building as part of the Seismic Safety and Modernization (SSM) project. The new Welcome Center Building would house many services including the Health Services Department’s new Health Services Clinic.

This project is to furnish, equip and fitting out the Health Services Clinic’s medical equipment and supplies. In addition to procuring the medical equipment and supplies, this project requires storage, installation, set-up, calibration, commissioning and training of the required medical equipment and supplies.

This acquisition is being scheduled with the completion of construction in Q4 2026. A contingency for storage of the equipment in included with this project as unscheduled delays in occupying the building require a San Francisco Bay Area storage facility to support under this acquisition.

1.1 LBNL Coordination

The installation and commissioning of the more complicated equipment will require coordination with the LBNL Project Manager, with the LBNL Project and Infrastructure Modernization Department (PIMD) for commissioning, and the LBNL Facilities Department for utilities issues. Commissioning of the Optometry lab equipment is of major importance.

Onsite delivery and installation of the medical equipment and supplies will coincide with the delivery of the furniture for the building and will require coordination with the furniture delivery subcontractor through the LBNL Planning Department.

2.0 OBJECTIVES

The objectives of the project are the emphasis on the storage facility in the San Francisco Bay area and meeting the specifications of the medical equipment list. It is critical for this project that all long lead time items be mitigated, the medical equipment and supplies are available when occupancy obtained and installation occurs immediately after occupancy and does not exceed 10 business days.

3.0 SCOPE OF WORK

The Subcontractor shall procure medical equipment and supplies identified on Attachment A Equipment & Supplies List. All the equipment and supplies shall be available at a Bay Area storage facility on/or about July 1, 2026.

Subcontractor shall provide resources to perform installation of all medical equipment and supplies per Drawings:

1. 01-0058 LBNL SSM Fit – Typical Mounting Heights

2. 01-101 LBNL SSM Fit - Medical Equipment List

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3. 01-401 LBNL SSM Fit - Medical Equipment Schedule (new & existing)

4. 01-421, 01-422, 01-423 & 01-424 LBNL SSM Fit – Enlarged Plans & Elevations - Clinic

All subcontractor technicians shall have appropriate certifications to perform the required installations, i.e. electrical certification.

The Subcontractor shall provide training on all equipment, as well as instruction manuals both electronic and hard copy.

4.0 TASK DESCRIPTIONS

Task 1 – Acquisition of Medical Equipment and supplies

4.1.1 Medical Equipment and Supplies per Attachment Equipment & Supplies List

4.1.1.1 Medical equipment and supplies as listed in Attachment A shall be procured and stored in a climate-controlled warehouse located in the Berkeley area, or within 50 miles of the Bay area, allowing 1-day / same day transit to the Lab.

4.1.1.2 All equipment requiring electricity shall be Nationally Recognized Testing Laboratory (NRTL) Certified. Medical equipment shall be certified to meet standards for leakage current, electrical insulation, and electromagnetic interference (EMI).

4.1.1.3 The Subcontractor shall develop a tracking schedule to track each piece of equipment, specifically monitoring long lead-time equipment, and meet weekly with the LBNL Project Manager via a Zoom Meeting to update the schedule. All equipment shall be in the storage warehouse on/or about July 1, 2026.

4.1.1.4 The medical equipment shall meet the following standards as appropriate:

• ISO 9001, a general standard for quality management

• ISO 14001, a standard for sustainability

• ISO 50001, a standard for energy management

• OHSAS 18001 / ISO 45001, a standard for occupational health and safety

• ISO 27001, a standard for cybersecurity

4.1.1.5 The preference of the LBNL is for “plug and play” or non-hard-wired medical equipment. If specified medical equipment requires hard-wiring please also provide an equivalent “plug and play” alternative for LBNL evaluation. All electrical work that requires hard-wired electrical connection shall have the following: Lock Out Tag Out, Job Safety Plan, and Electrical Validation Authorization Planning. These plans require meticulous advance planning and multiple plan reviews by the LBNL Electrical Group.

4.1.1.6 All electrical work shall be conducted by an LBNL Qualified Electrical Workers. Evidence of Qualified Electrical Workers shall be provided.

4.1.1.7 All equipment shall include owner’s manual both electronically and hard copy.

4.1.1.8 Warranty for all equipment shall be effective at installation.

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Task 2 – Storage of Medical Equipment and supplies

4.2.1 Storage of medical equipment and supplies.

4.2.1.1 It is imperative that the Subcontractor provide a Bay Area storage facility to stage the medical equipment and supplies for the new Health Services Clinic with occupancy expected as of October 1, 2026.

a) Refer to Attachment A - Equipment & Supplies for exact items, quantities and specification.

b) All equipment and supplies shall be at the storage facility by July 1, 2026.

c) Storage facility shall be climate controlled.

d) Subcontractor to provide evident of current Certificate of Insurance for storage facility.

e) Storage facility shall be available past October 1, 2026, if occupancy of Health Services Clinic has not been obtained.

Task 3 – Installation, set-up and Commissioning of medical equipment & supplies

4.3.1 Installation and Commissioning

4.3.1.1 Installation of all the medical equipment listed in Attachment A - Equipment & Supplies List

4.3.1.1a – Refer to Section 3.0 for the drawing related to the installation.

4.3.1.2 Supplies by qualified technicians/engineers (as appropriate for the item) per drawing(s) listed in Attachment A - Equipment & Supplies List.

4.3.1.3 Commissioning of all equipment with Health Services Clinic staff.

Task 4 – Training

4.1.1 Training of the Health Services Clinic staff on the installed medical equipment and supplies.

4.1.2 Manuals, both electronic and paper copies for all equipment.

5.0 DELIVERABLES

Task 1 – Acquisition of Medical Equipment and supplies

LBNL includes the following as part of this SOW: a list of the required equipment, cut sheets, model numbers, quantities, and desired colors, if relevant, refer to Attachment A - Equipment & Supplies List. Each piece of medical equipment shall include the instruction manuals, both hardcopy and electronic versions, for Lab use.

Task 2 - Storage of Medical Equipment and supplies

Subcontractor shall have a Bay Area warehouse available to store equipment.

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Storage facility should be climate controlled and subcontractor shall provide proof of insurance for the warehouse with the proposal submittal.

Task 3 – Installation, set-up and Commissioning of medical equipment & supplies

3.1 Installation Requirements and Schedule

1. The equipment layout is provided per drawings listed in Section 3.0.

3. The SSM Building is scheduled to be substantially completed on October 4, 2026, with the equipment installed from October 5, 2026

3.2 LBNL Entry Requirements

LBNL entries are restricted. The subcontractor shall coordinate personal gate passes for each staff member with the LBNL Project Manager in advance. Visitors shall be US citizens. Note: gate passes shall be updated every14 days, in advance. Gate passes cannot be updated at the gate.

LBNL on-site parking is extremely limited. Typically, vehicle gate passes are only issued to company vehicles with company signage. Personal vehicles will not be issued passes.

Desired laydown areas shall be coordinated with the LBNL Project Manager and LBNL Parking, at a minimum of two weeks in advance of scheduled installation.

3.3 Onsite Installation

3.3.1 General Information

3.3.1.1 Onsite installation will occur as other subcontractors are providing installation for other equipment within the SSM building, refer to I. A. LBNL Coordination above for additional details.

3.3.1.2 Subcontractor is responsible to provide a professional installation and make every reasonable effort to leave the site undamaged.

3.3.13 All packaging and trash related to the unpacking of the medical equipment and related materials for installation and commissioning should be removed by the subcontractor.

Task 4 – Training

4.1.1 Subcontractor or manufacturer representative shall provide training for LBNL Health Clinic Staff for use and operation of installed medical equipment.

4.1.2 Each piece of medical equipment shall include the instruction manuals, both hardcopy and electronic versions, for Lab use.

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6.0 SCHEDULE

The Subcontractor shall meet the following schedule dates:

ACTION DUE DATE

Weekly Updates on delivery Subcontract Award until project complete Material delivered to warehouse

July 1, 2026 Installation at new Health Services Clinic

Start on/or about October 1, 2026 through 10 work days

7.0 ACCEPTANCE CRITERIA

The acceptance criteria will be based on the different phases of the supplier performance under this subcontract.

The medical equipment will be confirmed per the shipping paperwork provided. At installation the equipment will be verified by the Subcontractor to be accurate and inclusive.

Upon completion of installation, the commissioning and training of the medical equipment shall be confirmed by the Health Clinic designated employee(s).

8.0 APPLICABLE DOCUMENTS

1. LBNL EH&S manual (Publication 3000) as detailed at http://www.lbl.gov/ehs/pub3000/pub3000c.html

2. Electrical equipment provided under this proposal shall be approved by a Nationally Recognized Testing Laboratory pursuant to US 29 Code of Federal Regulations 1910.7 and 29CFR1910.303. Details on this program, including a list of recognized laboratories, are described at http://www.osha.gov/dts/otpca/nrtl/ . It is acceptable to obtain a “field approval” from a nationally recognized testing laboratory, which approves a specific piece of equipment without offering approval for the entire line of equipment.

3. The list of hazardous materials used in construction, installation and operation of the medical equipment shall be disclosed. The handling of those materials shall confirm with the safety standards practiced in the LBNL. Vendor personnel working at the LBNL site shall follow the environment, health and safety requirements of the LBNL EH&S manual (Publication 3000) as detailed at http://www.lbl.gov/ehs/pub3000/pub3000c.html

4. Attachment A Equipment & Supplies List dated 09.02.25

5. Drawings - 01-0058 LBNL SSM Fit – Typical Mounting Heights

01-101 LBNL SSM Fit - Medical Equipment List

01-401 LBNL SSM Fit - Medical Equipment Schedule (new & existing)

01-421, 01-422, 01-423 & 01-424 LBNL SSM Fit – Enlarged Plans & Elevations - Clinic

(End of Statement of Work) http://www.lbl.gov/ehs/pub3000/pub3000c.html http://www.osha.gov/dts/otpca/nrtl/ http://www.lbl.gov/ehs/pub3000/pub3000c.html