Attachment 8 - Control_House_Spec.pdf

FFDG General Requirements February 2024

GENERAL REQUIREMENTS Project No. 3-5-207B 010010 - 1

SECTION 010010 – GENERAL REQUIREMENTS

UTILITIES INFRASTRUCTURE PROJECT KRS SUBPROJECT 2

SUBSTATION PDC AND 15KV SWITCHGEAR

PART 1 GENERAL

1.1 PURPOSE

1.2 FFDG Project Management Office

1.3 REFERENCES

1.4 SITE LOCATION

1.5 DESCRIPTION OF WORK

1.6 MATERIALS & EQUIPMENT FURNISHED BY FFDG

1.7 BUY AMERICAN ACT

1.8 ITEMS AFFECTING WORK PLANNING

1.9 ELECTRONIC PROJECT DRAWINGS

1.10 DELIVERY

1.11 FERMILAB CLOSURE

1.12 MATERIAL SUBSTITUTIONS

1.13 DOCUMENTATION

1.14 VENDOR’S REQUESTS FOR INFORMATION (RFI)

PART 2 PRODUCTS

2.1 REQUIREMENTS

PART 3 EXECUTION

3.1 NOTICE TO PROCEED

3.2 EQUIPMENT MANUFACTURING SCHEDULE

3.3 QUALITY CONTROL

3.4 ACCEPTANCE

GENERAL REQUIREMENTS Project No. 3-5-207B 010010 - 2

SECTION 010010 – GENERAL REQUIREMENTS

UTILITIES INFRASTRUCTURE PROJECT KRS SUBPROJECT 2

SUBSTATION PDC AND 15KV SWITCHGEAR

PART 1 GENERAL

1.1 PURPOSE

The following specification provides the project-specific requirements that are supplementary to the requirements of the Fermi Forward Discovery Group, LLC (FFDG) Subcontract General Provisions and the FFDG General Terms and Conditions.

The Manufacturer is required to plan, control, and deliver the final product according to the project specifications. The Manufacturer shall follow industry standards, regulatory requirements, and best practices.

1.2 FFDG Project Management Office

Procurement Administrator: Jerry King, jking@fnal.gov, 217.390.1120 Project Manager: Randy Wielgos, rwielgos@fnal.gov, 630.840.4720 Design Coordinator: Amy Becker, amyb@fnal.gov, 630.840.8227 ES&H Coordinator: Brandon Jeralds, bjeralds@fnal.gov, 630.779.9155 Quality Assurance Coordinator: Tim Winans, twinans@fnal.gov, 630.840.3876

1.3 REFERENCES

The publications listed below form a part of this subcontract to the extent referenced.

FFDG General Terms and Conditions for Construction (01/2022) 010010 General Requirements

The publications listed below form a part of this specification to the extent referenced.

013300 Submittals 017900 Demonstration and Training

Specification Reference:

261326 - MEDIUM-VOLTAGE METAL-CLAD SWITCHGEAR

ComEd Battery and Fermilab Battery Monitoring System

Specifications Control Building Specification_CD-3B Package_20250424

Drawings:

UIP - SUBPROJECT 2, KAUTZ ROAD SUBSTATION

REPLACEMENT

1.4 SITE LOCATION

The Manufacturer shall deliver completed and factory-tested equipment to the Project Site for handover to the installation Subcontractor. The project is located on the Fermi

GENERAL REQUIREMENTS Project No. 3-5-207B 010010 - 3

National Accelerator Laboratory (Fermilab) Site, situated in DuPage County. Access to the site is via Wilson Road to Road B, then to Road A-2 and Kautz Road where the Kautz Road Substation is located.

A Manufacturer site visit is not required for this project; however, an optional pre-bid conference will be held remotely. See Request for Proposal for details on time and login information.

1.5 DESCRIPTION OF WORK

The Manufacturer shall furnish all required supervision, labor, materials, tools, plant, and appurtenances necessary to perform diligently and fully all work as described in the drawings and technical specifications. All work includes transportation, overhead, quality control oversight, and supervision as required to manufacture the switchgear and PDC building as specified in the drawings, technical specifications, and the detailed description contained herein, deliver equipment to Fermilab, install and startup.

1.6 MATERIALS & EQUIPMENT FURNISHED BY FFDG

No materials or equipment are anticipated to be furnished by FFDG for this project.

1.7 BUY AMERICAN ACT

FFDG maintains a preference for domestic construction material. In accordance with FFDG General Terms and Conditions for Construction, the following construction material or components are exempt from the Buy American Act.

There are no exemptions for this project.

1.8 ITEMS AFFECTING WORK PLANNING

Safety Representative: A Subcontractor Safety Representative is not required on this project.

Training: All Subcontractors working at Fermilab shall attend Subcontractor Orientation/General Employee Radiological Training (GERT) which is an hour presentation conducted weekdays at 7:30 a.m. All Subcontractor employees will receive a card documenting attendance. This training must be repeated every two years. The orientation and badging process require approximately two hours.

1.9 ELECTRONIC PROJECT DRAWINGS

FFDG may, at the Manufacturer’s request and in accordance with technical specifications, release “electronic” project drawings for use in preparation of shop drawings by the Manufacturer.

These electronic drawings will be distributed to the Manufacturer utilizing FFDG’s current file and media format.

GENERAL REQUIREMENTS Project No. 3-5-207B 010010 - 4

The project design drawings reflect the intent and scope of the project and general routing.

The routing of utilities and building/facility services indicated on the design drawings shall only be used for proposal development.

1.10 DELIVERY

The Manufacturer shall, under regulations prescribed by FFDG, use only established roadways and use such temporary roadways constructed by the installation Subcontractor when, and as may be, authorized by FFDG.

Equipment deliveries to the site are restricted to the Wilson Street Gate Entrance. At the discretion of FFDG, the Kautz Road access point from Butterfield Road may be used on unique deliveries, such as concrete. Access must be arranged at a minimum of 48 hours prior to the use of this access point through the Design Coordinator.

Fermilab site access and deliveries shall be subject to the following conditions:

Electronic communication devices, such as cell phones, texting devices, laptops, etc. must not be used while driving any motor vehicle on Fermilab’s site.

All roads shall remain open to emergency traffic at all times.

All equipment and vehicles shall be confined to operating along defined construction roads and approved access routes.

No overland hauling or off-road travel shall be permitted without prior approval of the FFDG Design Coordinator.

Interruption of normal traffic patterns or temporary road closings necessitated by delivery of materials shall require advance notice and shall require proper barricades, signage and flag persons to divert normal traffic safely.

Illinois Rules of the Road shall apply to the Manufacturer’s use of all existing roads.

The Manufacturer shall deliver the transformer to the Kautz Road Substation on the Fermilab site where they will be process and verified by FFDG and handover to the installation subcontractor.

1.11 FERMILAB CLOSURE

The Fermilab site is closed for major holiday and no construction activities shall occur, unless specifically approved by the FFDG Construction Coordinator, on these days:

New Year’s Day – January 1st Martin Luther King Jr. Day – 3rd Monday in January Memorial Day – Last Monday in May Juneteenth Day – June 19th Independence Day – July 4th Labor Day – 1st Monday in September Thanksgiving Day – 4th Thursday in November Day After Thanksgiving – Friday after Thanksgiving Christmas Eve (1/2 Day) – December 24th Christmas Day – December 25th New Year’s Eve (1/2 Day) – December 31st

GENERAL REQUIREMENTS Project No. 3-5-207B 010010 - 5

If any of these holidays occur on a weekend day, a weekday will be used for the holiday.

1.12 MATERIAL SUBSTITUTIONS

In accordance with FFDG General Terms and Conditions for Construction, products or materials that are equivalent of those specified will be considered for approval by FFDG.

The submittal procedure described elsewhere will be followed, with the following additional conditions:

In addition to the required information for the proposed substitute material, the submittal shall contain the same information pertaining to the original specified product for purposes of comparison.

The submittal shall explain fully the differences, if any, between the original specified product and proposed substitute product.

Any change to the drawings or specifications for related work required for proper installation of the proposed substitute product shall be indicated in the submittal.

If the proposed substitute product requires alterations of any kind to other equipment or necessitates any engineering design changes for its proper installation, such alterations and engineering design changes shall be accomplished at no cost to FFDG.

The substitute submittal must contain a statement detailing the cost and schedule impact of the proposed substitution.

FFDG is the sole judge of the acceptability of the proposed substitution.

For additional material substitution requirements, reference Specification Section 013300.

1.13 DOCUMENTATION

For Quality Control Documentation, reference Section 3.3 of this specification.

For Submittal requirements, reference Specification Section 013300.

Closeout: Closeout of the contract is contingent on the receipt and approval of the following documentation:

As-built documentation, as described elsewhere in the subcontract documents.

Shop drawing record set as described in Specifications and Drawings in accordance with FFDG General Terms and Conditions for Construction

Warranty documentation Spare stock (material and consumables), if required by the technical specifications/drawings Instructional videos (where required) Operations and Maintenance manuals

1.14 MANUFACTURER’S REQUESTS FOR INFORMATION (RFI)

When the Manufacturer is unable to determine from the Contract Documents, the exact material, process or system to be manufactured; or when an item of work is described

GENERAL REQUIREMENTS Project No. 3-5-207B 010010 - 6 differently in two places in the Contract Documents; or when other clarification is required; FFDG shall be requested to make a clarification of the indeterminate or interfering item through the RFI procedure given shall be the method for requesting the clarification.

RFIs shall be submitted on a form found in Attachment A or FFDG approved Subcontractor’s form. Each RFI shall be given a discrete, consecutive number. Each page of the RFI and of attachments to the RFI shall bear the RFI number and Project number. Resubmitted RFIs with additional information shall be RFI number with a .01 prefix for the first resubmitted RFI, .02 for the second, and so on.

Manufacturer shall carefully study the subcontract documents to assure that the requested information is not available therein.

RFIs shall not be used for the following purposes:

To request approval of submittals To request approval of substitutions To request changes which entail additional cost or credit.

In the event the Manufacturer believes that a clarification by FFDG results in additional cost, Manufacturer shall not proceed with the work indicated by the RFI until authorized by FFDG Procurement Administrator to proceed by an approved Change Order.

FFDG will return RFIs to the Manufacturer within 10 calendar days of receipt. RFIs received after 12:00 noon shall be considered received on the next regular workday for the purpose of establishing the start of the 10-calendar day response period.

PART 2 PRODUCTS

2.1 REQUIREMENTS

The Manufacturer shall manufacture equipment according to the technical specifications and drawings provided within this solicitation.

PART 3 EXECUTION

3.1 NOTICE TO PROCEED

The Notice To Proceed (NTP) represents the basis of the start of the project duration.

The following describes the requirements for the NTP:

The NTP is issued by the FFDG Procurement Administrator.

The issuance of the NTP establishes the start of work.

Submittals Required Prior to NTP. Within ten (10) business days after subcontract award, the Manufacturer shall submit the following to FFDG for acceptance. These items must be submitted and accepted by FFDG prior issuance of NTP.

Not applicable

GENERAL REQUIREMENTS Project No. 3-5-207B 010010 - 7

3.2 EQUIPMENT MANUFACTURING SCHEDULE

Refer to the Request for Proposal Section F1 for subcontract milestones.

The Complete Startup Services milestone marks the completion of the subcontract including acceptance of all materials and submittals, inspections, testing, commissioning, startup checks, demonstrations, and training.

3.3 QUALITY CONTROL

The Manufacturer is responsible for all activities necessary to manage, control, and document that work complies with the Subcontract documents. The Manufacturer’s responsibility includes ensuring adequate Quality Control services are provided for work accomplished on- and off-site by his/her organization, suppliers, sub-tier contractors, technical laboratories, and consultants.

The Manufacturer shall furnish a Company Quality Assurance Plan for the execution of this scope of work.

3.4 ACCEPTANCE

Factory Witness Testing shall occur at the manufacturer’s facility and will be attended by FFDG personnel as well as FFDG’s Commissioning Subcontractor.

FFDG will visually inspect the PDC building and switchgear upon receipt for verification and processing and escort the delivery driver for handover to installation subcontractor.

Completion and final acceptance of this subcontract occurs after successful startup services in support of the installation subcontractor.

END OF SECTION

FFDG Submittals November 2019

SUBMITTALS 013300 - 1

SECTION 013300 – SUBMITTALS

PART 1 GENERAL

1.1 PURPOSE

This section specifics general methods and requirements of project work related submittals. Additionally detailed submittal requirements may be found in the bid design and/or technical specification sections.

1.2 REFERENCES

The publications listed below form a part of this subcontract to the extent referenced.

010010 General Requirements 013100 Environment, Safety, and Health Requirements

1.3 SHOP DRAWINGS, MATERIAL SAMPLES, AND OPERATIONS MAINTENANCE

MANUALS

Subcontractor shall submit for all materials and assemblies used on the project which are normally required in the construction industry. In addition, project schedules shall be submitted using the “Submittal for Review Transmittal” found in Attachment A and logged as part of the submittal file.

Refer Construction Subcontract Terms and Conditions, for additional information on shop drawing submittals.

The Subcontractor shall supply six (6) copies of all operation and maintenance manuals or an electronic PDF version for equipment furnished by the Subcontractor or their Sub-tier contractor prior to final acceptance of the project by FFDG.

The Subcontractor shall complete the "Submittal for Review Transmittal" form for each shop drawing submittal, reference Attachment A.

Shop drawings and schedules of all trades shall be submitted by the Subcontractor, who shall indicate by signed stamp on the drawings, that he has checked the shop drawings and that the work shown is in accordance with the Subcontract requirements and that it has been checked for dimension and relationship with the work of all trades. These drawings shall be submitted not later than the approved schedule for shop drawing transmittal, shall contain all required detailed information, and shall be submitted in logical order to facilitate proper review.

Shop drawings which relate to a complete assembly, structure or system with various parts shall not be submitted until all drawings required to completely detail that assembly, structure or system are complete, so that they may be checked in relation to each other.

SUBMITTALS 013300 - 2

1.4 IN LIEU OF THE AS-BUILT SHOP DRAWINGS

As specified in FFDG Construction Subcontract Terms and Conditions, the Subcontractor shall furnish As-Built drawings as outlined below.

The Subcontractor shall maintain a set of prints of the Subcontract drawings in the construction office at the job site. A daily record, in red, shall be kept on these prints of the work installed with all modifications or changes thereon. This set of prints shall be available to FFDG for inspection at all times and print copies provided upon request to FFDG within 24 hours of the request being made. The CMO and the Subcontractor's superintendent shall review the as-built drawings, and the scheduling of a progress payment update will be contingent on whether the as-built mark-up set is current and accurate.

Upon completion of all work, the Subcontractor shall transmit the above set of marked-up prints to FFDG. Prior to submittal, the Subcontractor shall sign them to indicate that the work was installed as shown thereon.

1.5 FFDG’S ROLES

FFDG shall be the final judge of the acceptability of any and all drawings. Final acceptance of the work is contingent on the receipt and FFDG's approval of the complete set of As-Built prints.

The Following distribution of drawing and technical specifications will be made by FFDG to the Subcontractor:

After the award of the Subcontract and prior to Notice to Proceed, FFDG will make available five (5) sets of conformed Drawings and Technical Specifications;

For any change as defined under FFDG Construction Subcontract Terms and Conditions, FFDG will make available three (3) copies of all revised Drawings and/or Technical Specifications;

Additional copies of either the conformed bid documents or any revised documents issued under the "Changes" provision shall be the responsibility of the Subcontractor.

1.6 USING THE SUBMITTAL FOR REVIEW FORM

Submittals shall be submitted to FFDG, reference 010010 for contact information.

1.7 SUBMITTAL PROCESS

FFDG will review the submittals and return one copy of all shop drawings within 10 (ten) working days with one of the following actions:

“No exception Taken” response on the Subcontractor’s shop drawings submittal and “NET” as shown on the Submittal for Review Transmittal form indicates the Subcontractor may proceed with procurement, fabrication, manufacture and installation of the material and/or product;

“Revise & Resubmit – Fabrication May Proceed” on the Subcontractor’s shop drawing submittal and “R/R” as shown on the Submittal for Review Transmittal form indicates the Subcontractor may proceed with procurement, SUBMITTALS 013300 - 3 fabrication, and manufacture of the material and/or product assuming the noted items on the submittal are incorporated into the final design and/or product. The Subcontractor will revise the shop drawings and resubmit them to FFDG for approval, but will not be able to erect and/or install any material until he has received either the “No Exception Taken (NET)” or the “Make Corrections and Proceed (MCP)” action by FFDG;

“Make Corrections & Proceed” response on the Subcontractor’s shop drawing submittal and “MCP” as shown on the “Submittal for Review Transmittal” form indicates the Subcontractor may proceed with procurement, fabrication, manufacture and installation of the material and/or product assuming the noted items on the submittal are incorporated into the final design and/or product;

With the “Rejected” response on the Subcontractor’s shop drawing submittal and “R” as shown on the “Submittal for Review Transmittal” form, the reasons for the disapproval will be stated on the shop drawing submittal.

The Subcontractor will revise the shop drawing submittal to conform to the drawings and specifications and resubmit them to FFDG for approval. No procurement, fabrication, manufacture or installation shall be performed by the Subcontractor until one of the above actions listed above is received;

“For Information Only” response on the Subcontractor’s shop drawing submittal and “FIO” on the “Submittal for Review Transmittal” form acknowledges receipt of such items as test results, professional engineering calculations, welding certificates and inspection reports.

1.8 MATERIAL SUBSTITUTIONS

Products or materials which are equal to, or the equivalent of, those specified will be considered for approval by FFDG. The submittal procedure will be the same as above, with the following additional conditions: In addition to the required information for the substitute material, the submittal shall contain the same information pertaining to a product named in the specification for purposes of comparison.

The submittal shall explain fully the differences, if any, between the proposed product and those named in the specification.

Any change to the drawings or specifications for related work required for proper installation of the proposed substitute product shall be indicated in the submittal.

If the proposed substitute product requires alterations of any kind to other equipment or to the building or necessitates any engineering design changes for its proper installation, such alterations and engineering design changes shall be accomplished at no cost to

FFDG.

PART 2 PRODUCTS - Not Used

PART 3 EXECUTION – Not Used

013300 -ST- 1

ATTACHMENT A

013300 -ST- 1

Submittal for Review Transmittal

TO: Fermi National Accelerator Laboratory Submittal No.:<XX-XX-XXX-XXX> P.O. Box 500, MS-214 Batavia, Illinois 60510

FROM: <Subcontractor’s Name>

<Subcontractor’s Address> <Subcontractor’s City and State>

Date: Project No.: <XX-XX-XXX>

Attn:

Project Name:

Submittal Item

No.

Specification Section or

Drawing No.

(If Applicable)

Description

Comments:

FFDG Quality Requirements January 2024

QUALITY REQUIREMENTS 014100-1

SECTION 014100 – QUALITY REQUIREMENTS

PART 1 GENERAL

1.1 PURPOSE

The Subcontractor is responsible for all activities necessary to manage, control, and document work so as to ensure compliance with the Subcontract documents. The Subcontractor’s responsibility includes ensuring adequate Quality Control services are provided for work accomplished on- and off-site by their organization, suppliers, sub-tier contractors, technical laboratories, and consultants.

The work activities include safety, submittal management, testing and inspection, and all other functions relating to the requirement for quality construction. The Subcontractor shall implement a Quality Control program and designate a quality responsible person(s) to achieve these goals. Depending on the size and complexity of the project, a dedicated Quality Control Project Manager may be required.

1.2 REFERENCES

The publications listed below form a part of this subcontract to the extent referenced.

010010 General Requirements 013100 Environment, Safety, and Health Requirements 013300 Submittals

1.3 THE QUALITY CONTROL PROGRAM

Corporate Quality Assurance Plan: The Subcontractor shall furnish with the bid or proposal a copy of their corporate Quality Assurance Plan. Failure to submit such a document could constitute a non-responsive bid or proposal. See Appendix A for Corporate Quality Assurance Plan guidance.

Project Quality Control Plan: To determine if a Project Quality Control Plan is required for the project, the Design Engineer or Project Manager shall complete the Subcontractor/Vendor Quality Control Plan Checklist (QC Plan Determination Assessment Form). The Subcontractor/Vendor shall furnish a Project Quality Control (PQC) Plan to the Procurement Administrator, for review by FFDG, not later than 10 working days after receipt of award of Subcontract.

The PQC Plan shall identify personnel, procedures, controls, instructions, test, records, and forms to be used specific to this project at Fermilab. The PQC Plan shall be updated to incorporate any changes in scope of work, due to directed field changes or supplemental agreements, as these changes occur. See Appendix B for Project Quality Control Plan guidance.

https://fess-app.fnal.gov/app/SubcontractorSafetyFormQa/ https://fess-app.fnal.gov/app/SubcontractorSafetyFormQa/

QUALITY REQUIREMENTS 014100-2

1.4 REQUIREMENTS

The PQC Plan shall include, as a minimum, the following information to cover all construction operations, both onsite and offsite, including work by sub-tier contractors, fabricators, suppliers, and purchasing agents:

The name, qualifications, duties, responsibilities, and authorities of each person assigned a Quality Control function, including the identity of the Project Quality Control Manager:

Depending on the size and complexity of the project, the project superintendent and/or competent person may also serve as the Quality Control Project Manager.

As a minimum, the Project Quality Control Manager shall be responsible for the following:

Ensure the defined Project Quality Control Plan is effectively implemented.

Interface with the Construction Management Office (CMO) on all quality matters;

Maintain all quality related records;

Review / submit shop drawings;

Participate in all preparatory, initial and follow-up meetings;

Attend weekly construction meetings;

Assure all required testing is performed;

Develop and maintain a deficiency/nonconformance list;

Prepare and submit daily quality control reports;

Participate in Authorization for Use and Possessions (AUP), punch list and final inspections.

In addition, the Subcontractor shall provide as part of the Quality Control organization, specialized personnel to assist the Project Quality Control Manager for the discipline(s) specified below. These individuals may be employees of the Subcontractor or Sub-tier contractor; will report to the Project Quality Control Manager; must be physically present at the construction site during work on their areas of responsibility; must have the necessary education and/or experience in Quality Assurance / Quality Control for similar activities. . These individuals may perform other duties but must be allowed sufficient time to perform their assigned Quality Control duties as described 010010.

Control, verification, and acceptance testing procedures for each specific test required by the Subcontractor.

Procedures for tracking preparatory, initial, and follow-up control phases and control, verification, and acceptance tests including documentation.

A list of the definable features of work. A definable feature of work is a task that is separate and distinct from other tasks, has separate control requirements, and may be identified by different trades or disciplines, or it may be work by the same trade in a different environment.

1.5 ACCEPTANCE

Acceptance of the Subcontractor's PQC Plan is required prior to Notice to Proceed.

Acceptance is conditional and will be predicated on satisfactory performance during the construction.

QUALITY REQUIREMENTS 014100-3

FFDG reserves the right to require the Subcontractor to make modifications to their PQC Plan and operations including personnel as necessary to obtain the quality specified (Construction Subcontract Terms and Conditions). FFDG review and acceptance will occur within 5 working days of the submittal of the PQC Plan.

PART 2 PRODUCTS - Not Used

PART 3 EXECUTION – Not Used

QUALITY REQUIREMENTS 014100-4

Appendix A – Corporate Quality Assurance (QA) Plan Guidance

The section below describes the elements expected in the Corporate Quality Assurance Plans submitted by Subcontractors.

• Purpose o The Subcontractor is to describe the purpose of the document (Corporate QA Plan) as it relates to their organization.

• Roles, Responsibilities, and Authorities o The Subcontractor is to describe the roles, responsibilities, and authorities relating to the various Quality Assurance processes described within this plan.

• Scope o The Subcontractor is to describe the scope of the Corporate QA Plan.

• Organizational Chart o The Subcontractor is to highlight the QA roles in the organization.

• Requirements Verification o The Subcontractor is to describe how requirements relating to the scope of work will be verified.

• Document Control o The Subcontractor is to describe how documentations is controlled, including Project Drawings. The Request for Information process should also be described.

• Submittals/Procurement o The Subcontractor is to describe their submittal process, ensuring it complies with project plans and specifications.

• Material and Equipment Control o The Subcontractor is to describe how materials and equipment are received, stored, maintained, and released.

• Turnover Records o The Subcontractor is to describe what documentation will be turned over to the

Owner and at what point in time.

• Procedures o The Subcontractor is to describe the various procedures that are used to control the performance of work to ensure requirements for design, materials, fabrication, erection, installation, etc. are met.

• Three Phases of Control o The Subcontractor is to describe how the three phases of control are carried out

(preparatory, initial, and follow-up).

• Suspect/Counterfeit Items o The Subcontractor is to describe processes that will be in place for monitoring and controlling the use of suspect/counterfeit items.

• Nonconformance Handling o The Subcontractor is to describe processes that will be in place for managing nonconforming goods or processes.

QUALITY REQUIREMENTS 014100-5

• Lessons Learned o The Subcontractor is to describe their lessons learned process, including identifying, documenting, and sharing lessons.

• Continuous Improvement o The Subcontractor is to describe processes that are in place to identify and implement improvement opportunities.

• Inspection and Testing o The Subcontractor is to describe the inspection and testing requirements and methods for documentation. Additionally, the qualifications of personnel performing inspections and testes should also be described. Also, the managing of testing equipment including calibration requirements should also be described.

• Definable Features of Work (DFOW) o The Subcontractor is to list each DFOW and describe the following for each:

Activities performed prior to, during, and after work is completed Associated Requirements and Documentation

• Commissioning o The Subcontractor is to describe the commissioning process that is followed.

QUALITY REQUIREMENTS 014100-6

Appendix B – Project Quality Control Plan Guidance

• Purpose o Describe the purpose of the document as it relates to the specific project that’s been awarded.

• Project Specific Organization o Describe the personnel that will be working directly on the project, highlighting the quality control responsible individuals and their lines of authority. An organizational chart should be provided as well as the names and qualifications of each member.

Describe the duties, responsibilities, and authorities of each person assigned a QC function.

• List of DFOW’s for the Project o Provide a list of Definable Features of Work specific to the project and describe the associated procedures for each.

• QC Procedures/Submittals o Provide the control, verification, and acceptance testing procedures for each test to be performed.

o Include the test name, feature of work to be tested, testing frequency, and responsible party for each test. This includes QC performed both internally and by independent testing agents.

o Describe the procedures for scheduling, reviewing, certifying, and managing submittals, including those of subcontractors, designers of record, consultants, architect engineers, offsite fabricators, suppliers, and purchasing agents.

• QC Tracking/Verification o Describe the procedures for tracking preparatory, initial, and follow-up control phases and control, verification, and acceptance test documentation.

• Nonconformance Handling o Describe the procedures for tracking deficiencies/nonconformances from identification through corrective action implementation. Establish verification procedures that identified deficiencies/nonconformances have been corrected.

o Include communication process for deficiencies/nonconformances.

• Meetings and Reports o The Subcontractor is to describe what meetings will take place, including but not limited to, Construction Preparatory Phase, Construction Initial Phase, and Construction Follow Up Phase meetings. Reports/documentation that is generated at each meeting should also be described.

FermiForward

Fermilab Utilities Infrastructure Project:

Kautz Road Substation ISD Project Number: 3-5-207A

Control Building Specification Reference: Task Order 5 CD-3B Package

Issue 1 | April 24, 2025

Job number 288168-06

Arup US, Inc.

35 East Wacker Drive, Suite 1800 Chicago, IL 60601

USA

arup.com

T05 | CD-3B Package | April 24, 2025 | Arup US, Inc.

Contents

1 General 1

1.1 Definitions 1

1.2 Scope 1

1.3 Overview 1

1.4 Standards 2

1.5 Work Not Included 2

1.6 Submittals 3

2 Technical Requirements – Prefabricated Building 5

2.1 Major Equipment and Materials 5

2.2 Equipment 6

2.3 Design Criteria 7

2.4 Building Base 7

2.5 Building Floor 7

2.6 Building Framing 8

2.7 Building Walls 8

2.8 Building Roof and Ceiling 8

2.9 Building Doors 9

2.10 Interior Stairs and Floor Hatch 9

2.11 Weatherproofing 10

2.12 Insulation 11

2.13 Paint 11

2.14 HVAC 11

2.15 Lighting and Receptacles 13

2.16 Wiring, Raceways & Cable Trays 14

2.17 Automatic Transfer Switch (ATS) 15

2.18 AC & DC Panelboards, and Battery Chargers 16

2.19 Grounding 18

2.20 Fire Alarm 18

2.21 Security System 19

2.22 Communications 19

2.23 Portable Eye Wash Station 19

2.24 Testing and Checkout 19

3 Technical Requirements – Relay Control Panels 21

3.1 Scope 21

3.2 Work Not Included 22

3.3 Technical Requirements 22

4 Technical Requirements – 125VDC Battery Systems 27

4.1 Scope 27

T05 | CD-3B Package | April 24, 2025 | Arup US, Inc.

4.2 Work Not Included 27

4.3 Technical Requirements 27

4.4 Battery Technical Description 29

4.5 Battery Storage Rack Technical Description 29

4.6 Electrolyte Spill Containment System 29

4.7 Battery Accessories 30

4.8 Battery Ventilation 30

4.9 Proposal Data 31

5 Format of Drawings and Submittals 31

5.1 General 31

5.2 Submittal Review Procedure 31

5.3 Drawing Standards 32

5.4 Parts Lists and Manuals 32

5.5 Certification 32

5.6 Drawing and Data Delivery 33

6 Attachments 34

6.1 Attachment 1 – Drawing List 34

6.2 Attachment 2 – Design Data for Kautz Road Substation 36

6.3 Attachment 3 – FIRUS Points List 37

FermiForward Fermilab Utilities Infrastructure Project: Kautz Road Substation

T05 | CD-3B Package | April 24, 2025 | Arup US, Inc. Control Building Specification Page 1

1 General

1.1 Definitions

1.1.1 Fermi Forward Discovery Group, LLC (FermiForward): Purchaser and end user of the equipment detailed in this specification.

1.1.2 Bidder/Vendor: Designer, supplier, and installer of the prefabricated control building and equipment detailed in this specification.

1.2 Scope

1.2.1 This specification has been developed to define the Scope of Work for detailed design, procurement, fabrication, shipment, offloading/placement and assembly of one (1) Substation switchgear & control building. This specification is for a Prefabricated Metal building. Selection of building to be procured will be determined by FermiForward. The building will be installed at the location of the existing substation:

Kautz Road Substation (Existing) Located at:

Fermi National Accelerator Laboratory

Batavia, IL 60510

And shall be designed for the environmental conditions and imposed loads described in Attachment

2.

1.2.2 The Vendor’s proposal shall include a bid option for storage and protection (i.e. using means and methods that will prevent damage, deterioration, and loss, including theft and vandalism) of the prefabricated building until FermiForward’s need by date. A monthly fee, up to 12 months, shall be provided by the Vendor for this bid option.

1.3 Overview

This Specification defines the requirements for:

1.3.1 Nominal Size: 40’0”W x 125’0”L x 14’H with inside height from top of floor to ceiling a minimum of 12’-0” clear.

1.3.2 Design and fabrication of materials and equipment.

1.3.3 Standard Shop Testing.

1.3.4 Documentation and Instruction Manuals.

1.3.5 Offloading, placement, and anchorage of control building on foundation.

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1.4 Standards

1.4.1 The materials and equipment supplied shall be manufactured and tested in accordance with and shall meet the requirements of the following applicable current standards:

AMERICAN INSTITUTE OF STEEL CONSTRUCTION (AISC)

AMERICAN IRON AND STEEL INSTITUTE (AISI)

AMERICAN NATIONAL STANDARDS INSTITUTE (ANSI)

INSTITUTE OF ELECTRICAL AND ELECTRONIC ENGINEERS (IEEE)

NATIONAL ELECTRICAL SAFETY CODE(R) (IEEE C2)

STANDARDS FOR CONTROL SWITCHBOARDS (IEEE C37.21)

RELAY AND CONTROL CABINETS (IUSA TM 2.71.25)

NATIONAL ELECTRIC SAFETY CODE (NESC)

NATIONAL ELECTRICAL EQUIPMENT MANUFACTURERS ASSOCIATION (NEMA)

AMERICAN SOCIETY OF MECHANICAL ENGINEERS (ASME)

AMERICAN SOCIETY OF CIVIL ENGINEERS (ASCE)

AMERICAN SOCIETY FOR TESTING AND MATERIALS (ASTM)

AMERICAN SOCIETY OF HEATING, REFRIGERATION, AND AIR-

CONDITIONING ENGINEERS

(ASHRAE)

AMERICAN WELDING SOCIETY (AWS)

AMERICAN CONCRETE INSTITUTE (ACI)

BUILDING OFFICIALS & CODE ADMINISTRATORS (BOCA)

METAL BUILDING MANUFACTURERS ASSOCIATION (MBMA)

NATIONAL ELECTRIC CODE (NEC)

INTERNATIONAL BUILDING CODE, 2009 EDITION (IBC)

LOCAL AND STATE CODES

1.4.2 The design and manufacturing of the control building shall adhere to the latest revisions of all

Fermilab design guides and standards including but not limited those listed below. Any discrepancies between the specifications / drawings and the design guides and standards shall be brought to the attention of FermiForward.

1.4.2.1 A/E Consultant Handbook

1.4.2.2 ISD Standards

1.4.2.3 ISD Design Guides

1.5 Work Not Included

1.5.1 The following items are not included as part of this specification:

1.5.1.1 Foundations.

1.5.1.2 Connection to substation ground grid.

1.5.1.3 Connection to substation raceway systems.

1.5.1.4 Installation of cables to field devices.

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1.5.1.5 Auxiliary transformer for prefabricated building.

1.5.1.6 Backup diesel generator for prefabricated building.

1.6 Submittals

The following documentation (approval and certified for construction) shall be provided in accordance with

Section 4.9.1:

1.6.1 Equipment Information

1.6.1.1 Scaled and dimensioned drawings of the equipment installation showing equipment layout plan, front and rear elevation, conduit and/or cable entry locations, sections, weights, internal device/bus locations, a device summary and nameplate schedule.

1.6.1.2 Control Building Single line and 3 phase elementary, schematic and wiring diagrams.

1.6.1.3 Installation drawing showing outline dimensions and complete load data including dead and live loads.

1.6.1.4 Complete Bill of Material.

1.6.1.5 Power requirements for all accessories.

1.6.1.6 Fuse and protective device characteristics.

1.6.1.7 Nameplate drawings.

1.6.1.8 Operations and Maintenance Manuals.

1.6.1.9 Equipment Outline.

1.6.1.10 Installation, Start-up, and Test Instructions.

1.6.1.11 Operating Instructions.

1.6.1.12 Maintenance Procedures.

1.6.1.13 Wiring diagrams for all electrical equipment.

1.6.1.14 Safety Precautions.

1.6.1.15 Warning Labels.

1.6.2 Design Calculations

The following calculations shall be submitted for approval and shall be reviewed and stamped by a

Registered Professional Engineer in the State of Illinois:

1.6.2.1 HVAC Sizing

1.6.2.2 Interior Lighting

1.6.2.3 DC Battery & Charger Sizing

1.6.2.4 AC Auxiliary Power Loading

1.6.2.5 Building Dead & Equipment and Environmental Loads

1.6.2.6 Building Component Members

1.6.2.7 Foundation Design Loads

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1.6.2.8 Emergency Lighting Plans

1.6.3 Crane Rigging Plans

1.6.4 Document Quantity & Schedule

All required documentation shall be submitted as indicated below. Drawings and information shall be provided electronically in AutoCAD® format.

1.6.4.1 Approval Drawings

Two (2) paper copy sets & electronic AutoCAD and PDF files, 6-weeks ARO (after receipt of order).

1.6.4.2 Certified Drawings

Three (3) complete paper copy sets of operating & maintenance manuals and drawings, shipped with equipment; one complete set of electronic PDF files for operating & maintenance manuals & one complete set of electronic AutoCAD® files for all drawings.

All drawings and documents shall include the following address:

Fermi National Accelerator Laboratory

ISD Engineering

P.O. Box 500 MS 214 Batavia, IL 60510

1.6.5 As-Built Drawings

All drawings shall be “as-built” to show any changes at the time of factory check out or in the field to reflect final installation configuration. All changes at the factory must be “as-built” and issued within two (2) weeks of factory check out.

1.6.6 Submittal Address

All Drawing and Document Submittals unless noted shall be addressed & shipped as follows:

Fermi National Accelerator Laboratory

ISD Engineering P.O. Box 500 MS 214

Batavia, IL 60510

Attn: Randal J. Wielgos

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2 Technical Requirements – Prefabricated Building

2.1 Major Equipment and Materials

2.1.1 The Vendor shall design, furnish, assemble in factory, test, dissemble, deliver, reassemble on site, set in place and secure, test, the substation control building with the following equipment and material, complete with all auxiliaries.

2.1.1.1 Eight (8) 345kV Relay & Metering Control Panels, including SCADA and communications

2.1.1.2 Four (4) Mimic Panels

2.1.1.3 Forty-Eight (48) 15kV Switchgear Units with C.B’s & Relays (to be supplied under a separate specification)

2.1.1.4 Two (2) switchgear sections for ring bus transitions

2.1.1.5 Four (4) Marshalling Cabinets (all field control wiring to be terminated at marshalling cabinets by others)

2.1.1.6 Two (2) 75 kVA 480 V to 208/120 V Auxiliary Transformers

2.1.1.7 One (1) 400A, 3 phase, 4 wire, 4 pole Automatic Transfer Switch

2.1.1.8 One (1) Fiber Optic Interface Cabinet

2.1.1.9 Two (2) Battery Racks with spill protection

2.1.1.10 Four (4) Battery chargers

2.1.1.11 Two (2) Battery Disconnect Switches and one (1) DC Bus Tie Disconnect Switch

2.1.1.12 Three (3) AC panelboards with power monitoring for 480 V

2.1.1.13 Two (2) AC panelboards with power monitoring for 208 V

2.1.1.14 Two (2) DC Circuit Breaker Panel Boards

2.1.1.15 One (1) Cable Tray System

2.1.1.16 Ten (10) wall-mounted HVAC Units

2.1.1.17 One (1) set of LED lighting Fixtures, receptacles and switches, exit signs and emergency lighting

2.1.1.18 One (1) set of outdoor wall pack Lighting Units

2.1.1.19 Two (2) Battery Exhaust Fan with controls and hydrogen detectors

2.1.1.20 Two (2) Eye wash stations

2.1.1.21 One (1) Fire Detection Panel

2.1.1.22 Two (2) Air Aspiration Smoke Detection Panels

2.1.1.23 Four (4) Fire Extinguishers

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2.1.1.24 Six (6) Building Grounding Pads located at building corners (4) and the middle (2). If building is shipped in sections grounding pads shall be provided to connect grounds between building sections.

2.1.1.25 Two (2) exterior double-doors with removable transom all with interior panic bars and door closers. Doors shall be lockable and six (6) keys shall be supplied. Keys shall be interchangeable between door locks. Locks shall be equipped with cores for

FermiForward core replacement.

2.1.1.26 Two (2) Key Boxes and One (1) Lock Box

2.1.1.27 Three (3) Drip Shields over exterior doorways

2.1.1.28 Two (2) interior, open stairs providing access to the lower level of the control building

2.1.1.29 All conduits, tray, wiring and grounding required to interconnect all furnished devices in the control building

2.1.1.30 Switchgear arc flash plenums. Quantity and location to be determined by the design of switchgear to be installed in the building. Ducting shall penetrate the building wall in locations approved by FermiForward.

2.1.1.31 Cable bus shall be routed from the 345kV to 13.8kV transformers in the switchyard to the 15kV switchgear in the control building. The Vendor shall coordinate with the cable bus manufacturer on one of the following options:

- Cable bus terminated at the inside of the external wall of the control building, and then the Vendor shall provide bus duct from this termination to the 15kV switchgear.

- Cable bus terminated directly into the 15kV switchgear, provided the control building height is not increased.

2.1.1.32 Factory testing and site testing and commissioning of building systems including systems including ventilation, fire alarm, AC/DC Service and battery systems

2.2 Equipment

2.2.1 The substation equipment supplied as part of this specification shall be as detailed on the equipment data sheets.

2.2.2 All equipment shall be new.

2.2.3 Warranty and ownership shall be transferred to FermiForward.

2.2.4 Warranty shall be for a minimum period of one year from in service date.

2.2.5 The manufacturer shall furnish schematic and wiring diagrams for all applicable equipment in the control building.

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2.2.6 Shipping splits are anticipated. All necessary hardware and wiring shall be supplied for assembly of equipment.

2.3 Design Criteria

2.3.1 The building shall be designed for environmental load as specified in Section 6.2, Attachment 2, or the International Building Code, whichever is more stringent.

2.3.2 The structure of the Control building shall be designed and constructed to criteria in Section 6.2, Attachment 2, and in accordance with the IBC 2021. A structural analysis report prepared and sealed by a Licensed Structural Engineer (S.E.) in the State of Illinois shall be submitted.

2.3.3 Unless otherwise specified, the control building shall be suitable for site conditions described in

Section 6.2, Attachment 2.

2.3.4 All materials and products incorporated into the Control building shall have low pollutant emissions; including composite wood products, adhesives, sealants, interior paints and finishes, carpets, and furnishings.

2.3.5 The Vendor is required to meet all Illinois state requirements for the construction, inspection, certification and approval of the control building.

2.3.6 The building shall be designed for Occupancy Risk Category II per IBC 2021 Table 1604.5 for general criteria.

2.4 Building Base

2.4.1 The new building shall be designed to be installed over the basement of the existing Kautz Road

Substation and new footings to the south. The Control building installed tolerance shall be +/- 1/16” vertically and +/- ¼" laterally of the plan design position at any point at floor level.

2.4.2 The Control building base shall be all welded construction of ASTM A-36 or higher grade structural steel members, sized and arranged for proper strength and durability, and shall be able to withstand the stress and loads that will result when lifting the completed factory fabricated Control building. The base structural members shall not interfere with or obstruct the areas designated for routing of power cables or control wiring.

2.4.3 Base deflection during lifting shall not exceed 0.34 inches per 10 feet. Base shall be designed for mounting on concrete basement walls with bearing plates or anchor bolts provided and installed by the FermiForward contractor.

2.4.4 The base shall have removable lifting/jacking devices to facilitate handling and installation and leveling to the specified installation level tolerance. The normal lifting for transportation and installation shall be by means of a crane making a single point lift using suitable rigging.

2.5 Building Floor

2.5.1 The footprint of the new building shall be larger than the basement walls with the new footprint extending approximately 4 feet to the west and 29 feet to south of the existing basement. The new

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2.5.2 The Control building floor shall be a minimum of 3/16-inch thick steel plate welded to the perimeter members and to the cross members of the base. The design floor loading shall be rated not less than that described in Section 6.2, Attachment 2 located anywhere in the Control building.

The installed operating weight and planned location of specified equipment shall be included in the floor beam design. Equipment supports shall include lateral design seismic and transportation forces.

2.5.3 Provisions shall be provided to allow the relay control panels to be secured to the floor and ceiling at locations defined by the equipment vendor. The proposal should include a description of the relay control panel mounting method for approval by the FermiForward Engineer.

2.5.4 The floor surface and coating shall be non-skid, durable and resistant to wear and corrosion from water, salt, rock, dirt and other applicable environmental conditions.

2.6 Building Framing

2.6.1 The entire Control building shall be framed with 3-inch square ASTM A500 structural grade steel tubing to provide moment-resisting welded connections at base to walls, side walls to end walls, and walls to roof, so as to minimize overall deflection, twisting, and elastic instability during lifting and transporting.

2.6.2 All wall openings, such as doors, louvers, etc., shall be similarly framed with ASTM A500 3-inch square steel tubing. All frame connections shall be welded full-strength connections.

2.7 Building Walls

2.7.1 The height from floor to ceiling shall be 12’-0” (144 inches), minimum. The exterior and interior walls shall be 16-gauge painted galvanized steel, and shall consist of formed vertical panels. The minimum nominal thickness of the wall, including the required frame structure shall be 3 inches.

2.7.2 The walls shall be designed to withstand wind loading given in Section 6.3, Attachment 2.

2.7.3 Interior walls, supporting panels, and structural components, shall be designed so that vertical interior loads of 400 pounds per linear foot given in Section 6.3, Attachment 2 without compromising the capacity to resist the simultaneous application of design wind loads.

2.7.4 Should damaged exterior wall panels need to be replaced, the tubular frame design shall facilitate replacement without disrupting the integrity of the roof and adjoining wall panels or adjacent walls.

2.7.5 All enclosure materials shall be Class A- 25/450 Flame Spread/Smoke Development rating.

2.8 Building Roof and Ceiling

2.8.1 The roof shall be a 16-gauge painted galvanized steel panel. The roof design load shall be as described in Section 6.2, Attachment 2.