Attachment A - Statement of Work 459544.pdf

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Construction Manager as Advisor Federal contract opportunity
Solicitation number
459544
Issued by
Department of Energy Office of Science

About this file

This is a Statement of Work (SOW) for Construction Manager as Advisor (CMa) Pre-Construction Support Services for the Electron-Ion Collider (EIC) Infrastructure Project at Brookhaven National Laboratory (BNL). The SOW outlines requirements for CMa services to support the design and pre-construction of facilities including an Electron Injector and Rapid-Cycling Synchrotron tunnel, Radio-Frequency Power Amplifier Building, three satellite Cryogenics facilities, and 10-12 smaller service buildings around a 4km circumference ring, totaling approximately 175,000-225,000 square feet.

The CMa's key deliverables include constructability reviews, detailed construction cost estimates, and comprehensive cost/resource-loaded construction schedules at both 90% and 100% design stages, with a construction budget of $305M (2022 dollars). The CMa must provide a Project Manager (50% time), Cost Manager/Estimator, Scheduler, Analyst, and Project Engineer (as needed). Deliverables are due between 2-6 weeks after receiving design documents, with A/E 90% design due 4/4/2025, 100% design due 6/4/2025, and Commissioning Plan due 8/18/2025. The CMa will coordinate with BSA and HDR (A/E firm) through regular meetings at BNL and must utilize BIM modeling for pre-construction reviews, MEP coordination, and clash detection. The project is jointly funded by the DOE Office of Science and New York State's Empire State Development Office.

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Electron-Ion Collider, Brookhaven National Laboratory

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

SOW: Construction Manager as Advisor (CMa) Pre-Construction Support Services Revision: 01

STATEMENT OF WORK

for the

Electron-Ion Collider (EIC) Infrastructure Project Construction Manager as Advisor (CMa) Pre-Construction Support

Services Quality Classification: A-3

Prepared By:

__________________________________________ Date: __________________ Conor O’Sullivan, EIC Infrastructure Construction Project Manager

Reviewed By:

Maggie Haviland, EIC Procurement Liaison Engineer

Thea Vijaya Kumar, Staff Mechanical Engineer

Joseph Mondillo, Lead Architect/Engineer for Design

Joseph Zipper, Quality Representative

Amol Patil, Project Controls Analyst

Kevin Kirkendall, EIC Interim Procurement Manager

Docusign Envelope ID: 4260329A-49B7-4015-BAAF-453582CDB6EA

2/4/2025

2/4/2025

2/4/2025

2/4/2025

2/4/2025

2/4/2025

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

Charles Schaefer, EIC ESH Group Leader

Tom Nehring, Group Leader

Dirul Nassar, EIC Infrastructure Division Deputy Director

Approved By:

Charles Folz, EIC Infrastructure Division Director

Docusign Envelope ID: 4260329A-49B7-4015-BAAF-453582CDB6EA

2/5/2025

2/4/2025

2/5/2025

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

REVISION HISTORY

Revision # Effective Date Summary of Change

00 11/15/2024 Initial Release

01 2/4/2025 Revised scope of work

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

List of Acronyms

AACE Association for the Advancement of Cost Engineering AC Alternating Current ADA Americans with Disabilities Act ADAAG Americans with Disabilities Act Accessibility Guideline A/E Architect/Engineer Contractor ALARA As Low as Reasonably Achievable ANSI American National Standards Institute ASHRAE American Society of Heating, Refrigerating & Air-Conditioning Engineers ASME American Society of Mechanical Engineers ASTM American Society for Testing Materials BIM Building Information Modeling BNL Brookhaven National Laboratory BSA Brookhaven Science Associates CFR Code of Federal Regulations CMa Construction Manager as Advisor CoR Code of Record CPM Critical Path Method Cx Commissioning Agent DC Direct Current DOE Department of Energy EIC Electron-Ion Collider EISA Energy Independence and Security Act ERL Energy Recovery LINAC ESH Environment, Safety and Health EVM Earned Value Management GERT General Employee Radiation Training HPSB High Performance Sustainable Building HVAC Heating, Ventilation, and Air Conditioning IBC International Building Code ICC International Code Council IDD Infrastructure Division Director km kilometer kV kilovolt LEED Leadership in Energy & Environmental Design LINAC Linear Particle Accelerator MEP Mechanical, Electrical, and Plumbing

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

NEC National Electrical Code NEPA National Environmental Policy Act NFPA National Fire Protection Association NIST National Institute of Standards and Technology NYCRR New York Codes, Rules and Regulations NYS New York State

NYSDEC

SMDM

New York State Department of Environmental Conservation Stormwater Management Design Manual

NYSDEC

SSESC

New York State Department of Environmental Conservation Standards and Specifications for Erosion and Sediment Control

OSHA Occupational Safety and Health Act PD Project Director PM Project Manager QA Quality Assurance RCS Rapid-Cycling Synchrotron RF Radio Frequency RFI Request for Information RFPA Radio-Frequency Power Amplifier RHIC Relativistic Heavy Ion Collider SBMS Standards Based Management System SMACNA Sheet Metal & Air Conditioning Contractors’ National Association SOW Statement of Work SSCs Structures, Systems, or Components TIA Telecommunications Industry Association UL Underwriters Laboratory UPS Uninterruptible Power Supply WBS Work Breakdown Structure

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

Table of Contents 1 Project Overview

1.1 Synopsis

1.2 EIC Project Description, Goals and Objectives

1.3 EIC Project Budget

2 Applicable Codes, Rules and Regulations

2.1 Federal Codes, Regulations, Standards, Acts and Manuals

2.2 New York State Codes

2.3 Local Codes

2.4 EIC Code of Record (CoR)

3 Construction Manager as advisor Scope of Work

3.1 General

3.1.1 CMa Staffing

3.1.2 Project and Business Management

3.1.3 Partnering

3.1.4 ESH

3.1.5 Travel

4 Pre-Construction Support Services

4.1 CMa Pre-Construction Support Services Team

4.2 Training

4.3 Meetings

4.4 BIM

4.5 Constructability Reviews

4.6 Detailed Construction Cost Estimates

4.6.1 Construction Cost Estimate Requirements

4.7 Comprehensive Cost- and Resource-Loaded Construction Schedule

4.8 Review of Project Commissioning Plan and Specification

4.9 Long Lead Item Report and Estimate

4.10 Additional Deliverables

4.10.1 Data Management

4.10.2 Virtual Networking

4.10.3 File Management

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

5 Quality Assurance

6 Deliverables

6.1 Key Deliverables Milestone Schedule

6.2 Anticipated A/E and Cx Agent Deliverables

7 Project Administration

7.1 General

7.2 BSA Project Team Directory

7.3 Architect /Engineer (A/E): HDR

7.4 Construction Manager as Advisor (CMa):

7.5 Coordination and Communication

7.6 Meetings

7.7 Telephone and On-Line Communications

7.8 Transmittals

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

Statement of Work for the Construction Manager as Advisor (CMa) Pre- Construction Support Services

1 PROJECT OVERVIEW

1.1 Synopsis

This Statement of Work (SOW) will be the basis for the procurement of Construction Manager as Advisor (CMa) Services to support the Design and Pre-Construction of the Electron-Ion Collider (EIC) Infrastructure project at Brookhaven National Laboratory (BNL) managed by Brookhaven Science Associates (BSA). Work to be performed by a CMa shall consist of “Pre-Construction Support Services” which shall include services that will be performed during the design of the EIC and preparation for construction. In accordance with this SOW, self-performed construction services are not permitted. All bidding and contracting for construction services will be performed by BSA. The CMa shall represent the interests of BSA and shall provide sound and proactive management advice regarding the approach to the construction work, methods of achieving the best value in the construction work, schedule control, as well as cost control. The CMa shall act in the best interests of BSA in all matters. The CMa will report to the EIC Infrastructure Division Director (IDD). The CMa and the BSA Architect/Engineer contractor (A/E) shall coordinate efforts to promote the partnership and collaborative working environment established between the A/E, CMa, and BSA. The expectation is that all parties will collaborate and cooperate as required to achieve the common goal of successful project execution.

1.2 EIC Project Description, Goals and Objectives

BSA intends to construct an Electron-Ion Collider (EIC) that will be a particle accelerator that collides an electron beam with a beam of ions. It will produce comprehensive data on the internal structure of protons and nuclei to reveal unprecedented details of the arrangement and interactions of the quarks and gluons that make up the building blocks of nuclei. The EIC will be built to leverage the existing Relativistic Heavy Ion Collider (RHIC) and its infrastructure. Enhancements and additions to the infrastructure will be required to accommodate the planned new facilities.

The conventional facilities required for the EIC are projected to include an Electron Injector and Rapid- Cycling Synchrotron (RCS) tunnel with an Injection Linear Particle Accelerator (LINAC) building, a Radio-Frequency Power Amplifier (RFPA) Building with associated services, three satellite Cryogenics facilities, and an estimated ten to twelve smaller service buildings located around the approximate 4 kilometer (km) circumference ring to provide space for power supplies, controls and instrumentation, networking and other rack mounted equipment. Square footage is anticipated to be approximately 175,000 to 225,000; however, more detailed architectural and engineering design will dictate the final total square footage based on the program requirements. Consolidation of functions or additional peripheral service buildings resulting from the design team’s optimizations will dictate the final configurations. Additional small utility buildings for electrical services, cooling towers, and high-resistivity water systems and utility chases may be required depending on ultimate design of utility systems. Penetrations into the existing RHIC tunnel for Radio Frequency (RF) transmission waveguide, cooling piping, and alternating current (AC) and direct current (DC) electrical power conduits will be required and may require cooling to compensate for heat dissipation of conductors or waveguide.

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

A means of providing interior climate control for equipment operational stability in the RHIC tunnel is needed, therefore a suitable economical system will be designed for installation.

The RFPA and Injection LINAC Buildings will serve as the largest and most critical buildings for EIC and will house the major RF equipment, pre-injector LINAC, low energy cooling beamlines, and laser and cathode facilities, and provide a means for RF power transmission to the tunnel via waveguide. Full design integration is needed to provide for all support functions for these buildings. Potential for radiation exposure from the accelerator and its components will require provisions for shielding the accelerator from occupied areas.

The proposed construction type for each building will be reinforced slab on grade with perimeter footing, structural steel frame with composite reinforced concrete slab on metal deck for upper floors, and insulated metal panel exterior. Roofing will predominantly be standing seam metal roofing, with built-up bitumen or membrane roof systems used for smaller buildings or as determined by the final architectural design.

In addition to buildings and structure, construction will also include:

• Power and water distribution facilities.

o Power distribution includes expansion of the existing 69 kilovolt (kV) transformer and switch yard, 13.8kV distribution system and existing switchgear building as well as substations, switchgear and duct banks for each building and motor control centers and switchgear for EIC and building loads.

o Water distribution includes connection to the existing BNL water utility system and installation of main and branch services as required for the new EIC buildings.

• Chilled water, closed cooling water, cooling tower water and compressed air systems to support approximately 15,000 tons of cooling and compressed air requirements for the EIC accelerator and cryogenic components. These systems will include heat exchangers, cooling towers, pumps, chillers, air compressors, water treatment systems (such as deionizers, oxygen control, filtration, chemical treatment), and interconnecting piping.

• Building heating, ventilation, and air conditioning (HVAC) systems.

• Site preparation requirements including grade formation, access road extensions, paving and clearing/grubbing.

• Tunnel penetration and access ports for piping, cable, and wire.

• A replacement or enlargement of the existing tunnel at the RHIC 1002 location. Beamline lattices occupying this space are under development.

• Special consideration must be given to the integrity of the existing buried arch-plate tunnel structure to eliminate instability by asymmetric unloading and loading of the tunnel during excavation and reburial. There will also be specific temperature and humidity stability requirements in the accelerator, laser, cathode production, and other laboratory spaces that will require HVAC system and control design that exceed standard commercial practices. Building and tunnel designs and orientation must be such that future expansion or extension will cause minimal disruption; designs shall be readily extensible using standard techniques (i.e., modularity). Provisions for future extensions will be included as built-in design features.

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

The EIC is to be integrated with the existing Relativistic Heavy Ion Collider tunnel. This is primarily a buried steel arch-plate tunnel structure with various poured concrete headwalls and associated support buildings. Construction of new structures, systems and components is to be conducted with minimal impact to the integrity of existing structures and systems.

The EIC will be connected to BNL’s medium voltage power distribution system, sanitary system, potable water system, telecommunication and data system, sitewide fire alarm and suppression systems, wastewater treatment plant and storm drainage system.

Although the building designs will generally involve standard commercial design and construction techniques, there are some additional considerations due to the specific requirements of the accelerator, experimental beamlines, and types of research that will take place in laboratory spaces. Consideration will need to be made during construction to minimize sources of vibration and transmission of vibration that would impact component stability in the laser, cathode, accelerator, and beamline areas. There will also be specific temperature and humidity stability requirements in the accelerator tunnel and experimental beamline spaces that will require HVAC system and control design that exceeds standard commercial practices.

The EIC location is already served by BNL’s existing underground utility systems as provided for RHIC operations. Utility maps are available for these services, but where planned tie-ins or capacities are critical, the successful firm will be responsible for due-diligence field verification.

Where feasible within the project mission, the facilities’ buildings will be designed to meet or exceed High Performance Sustainable Building (HPSB) Guiding Principles as outlined in DOE G 413.3-6, Program and Project Management for the Acquisition of Capital Assets. Leadership in Energy & Environmental Design (LEED) certification is not planned for this project.

Construction shall be phased to align with the Department of Energy (DOE) Office of Science’s and New York State’s Empire State Development Office’s projected funding profiles.

1.3 EIC Project Budget

The budget established for the EIC Infrastructure construction at approximately 140,000 square feet is $305M direct construction costs in 2022 dollars, escalated to midpoint of construction.

The A/E has been tasked to design the new buildings and infrastructure with a construction cost of $305M.

The CMa will work with the A/E, BSA, and Commissioning Agent (Cx) to adhere to this budget and to include eight (8) to twelve (12) additive/deduct alternates of varying size to support incremental Construction Bid Options ranging from 90% to 109% of the targeted construction contract price. The alternates will be awarded and executed at the discretion of BSA and as funding allows.

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

2 APPLICABLE CODES, RULES AND REGULATIONS

2.1 Federal Codes, Regulations, Standards, Acts and Manuals

In addition to all applicable DOE Orders, the construction shall be in compliance with all applicable versions of the following Codes, Regulations, Standards, Acts, and Manuals. In case of any conflicts, the most stringent requirement shall apply. Any conflict between codes and standards will be sent to BSA and resolved by DOE, if applicable. The following list identifies the codes and regulations in effect for projects at BNL. These are shared for the CMa awareness and informational purposes.

• International Code Council (ICC) International Building Code (IBC), and New York State (NYS) Supplements and Commentaries

• National Fire Protection Association (NFPA) National Fire Codes

• NFPA Standard 13, “Standard for the Installation of Sprinkler Systems”

• NFPA 70: National Electrical Code (NEC)

• National Electrical Safety Code, ANSI C2

• NFPA 70E: Standard for Electrical Safety in the Workplace

• Occupational Safety and Health Act (OSHA)

• Underwriters Laboratory (UL)

• Americans with Disabilities Act (ADA)

• Americans with Disabilities Act Accessibility Guideline (ADAAG)

• ANSI A117.1 Accessible and Useable Buildings and Facilities

• DOE G 413.3-6A “High Performance Sustainable Building”

• DOE EO 14057 Catalyzing Clean Energy Industries and Jobs Through Federal Sustainability

• American National Standards Institute (ANSI) Standards

• The American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) Handbooks and Standards

• Sheet Metal and Air Conditioning Contractors' National Association (SMACNA) Standards

• The American Society of Mechanical Engineers (ASME) Standards and Codes

• Telecommunications Industry Association (TIA)

• 29 CFR Part 1910 Occupational Safety and Health Standards

• 29 CFR Part 1926 Safety and Health Regulations for Construction

• 10 CFR Part 851 Worker Safety and Health Program

• DOE O 420.1C Facility Safety

• DOE-STD-1066-2016 Fire Protection

• DOE O5480.4 Environmental Protection, Safety and Health Protection Standards

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

• DOE O414.1D Quality Assurance

• EISA Energy Independence and Security Act, Sect 438

• American Concrete Institute

• American Society for Testing Materials (ASTM) Standards

• National Environmental Policy Act (NEPA)

• National Fire Protection Association (NFPA) 1140 Standard for Wildland Fire Protection

• National Institute of Standards and Technology

2.2 New York State Codes

The construction and workmanship shall be in conformance with the applicable edition of the Codes, Rules and Regulations of the State of New York, including the Reference Standards. Any conflict between codes and standards will be sent to BSA and resolved by DOE, if applicable. In particular, the following shall apply to this project. These are shared for the CMa awareness and informational purposes.

• National Electrical Code (NEC)

• Building Code of New York State, and NYS Supplements and commentaries

• Energy Conservation Construction Code of New York State

• Fire Code of New York State

• Fuel Gas Code of New York State

• Mechanical Code of New York State

• Plumbing Code of New York State

• Protection Against Legionella. 10 NYCRR Part 4 –Subpart 4-1, Cooling Towers

• New York State Department of Transportation Standard Specifications

• NYSDEC SMDM New York State Department of Environmental Conservation Stormwater Management Design Manual

• NYSDEC SSESC New York State Department of Environmental Conservation Standards and Specifications for Erosion and Sediment Control

• Property Maintenance Code of New York State - 2020 Edition

2.3 Local Codes

Design work shall conform to the requirements of the Suffolk County Department of Health Services Sanitary Code as applicable and BNL’s Standards Based Management System (SBMS). These are shared for the CMa awareness and informational purposes.

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

2.4 EIC Code of Record (CoR)

This Code of Record (CoR) is comprised of a set of technical and operational requirements, including applicable laws, codes and standards which govern a design. These requirements were in effect at the time that the Electron-Ion Collider was designed and will be in effect when the EIC is constructed and modifications are made to the existing facility structures, systems, or components (SSCs). Additionally, this CoR is subject to change management for the life of the facility. These are shared for the CMa awareness and informational purposes.

Codes and Standards Year/ Edition Title

Federal Regulations and Laws 10 CFR 835 2007 Occupational Radiation Protection 10 CFR 850 2021 Chronic Beryllium Disease Prevention 10 CFR 851 2023 Worker Safety and Health Program

10 CFR 1021 2012 National Environmental Policy Act (NEPA) Implementing Procedures

10 CFR 1022 2014 Compliance with Floodplain/Wetlands Environmental Review Requirements

29 CFR 1910 2020 Occupational Safety and Health Standards 29 CFR 1926 2020 Safety and Health Regulations for Construction National Fire Protection Association NFPA 13 2022 Standard on the Installation of Fire Sprinklers

NFPA 14 2024 Standard for the Installation of Standpipe and Hose Systems

NFPA 51B 2024 Standard for Fire Prevention During Welding, Cutting, and Other Hot Work

NFPA 70 (1) 2023 National Electric Code (design/purchase) NFPA 70E 2021 Electrical Safety in the Workplace NFPA 72 2022 National Fire Alarm and Signaling Code NFPA 79 2021 Electrical Standard for Industrial Machinery NFPA 80 2022 Fire Doors and Other Opening Protectives

NFPA 80A 2022 Recommended Practice for Protection of Buildings from Exterior Fire Exposures

NFPA 90A 2024 Standard for the Installation of Air-Conditioning and Ventilating Systems

NFPA 92 2021 Standard for Smoke Control Systems NFPA 101 2021 Life Safety Code NFPA 101A 2022 Guide on Alternative Approaches to Life Safety

NFPA 105 2022 Standard for Smoke Door Assemblies and Other Opening Protectives

NFPA 110 2022 Emergency and Standby Power Systems NFPA 214 2021 Standard on Water-Cooling Towers NFPA 220 2024 Standard on Types of Building Construction

NFPA 241 2022 Standard for Safeguarding Construction, Alteration, and Demolition Operations

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NFPA 497 2024

Recommended Practice for the Classification of Flammable Liquids, Gases, or Vapors and of Hazardous (Classified) Locations for Electrical Installations in Chemical Process Areas

NFPA 780 2023 Standard for Installation of Lightning Protection Systems

American Society of Mechanical Engineers ASME (2) 2015 Boiler and Pressure Vessel Codes ASME B31.3 (2) 2015 Process Piping ASME B31.9 (2) 2014 Building Services Piping

ASME BPVC Section VIII Rules for Construction of Pressure Vessels, Division 1‚ Rules for Construction of Pressure Vessels and Division 2‚ Alternative

U.S. Department of Energy DOE Order 414.1D, Chg. 2 2011 Quality Assurance DOE Order 420.1C, Chg. 3 2019 Facility Safety DOE-STD-1066 2023 Fire Protection Building Code NYS Uniform Fire Prevention and Building Code 2020 Note: Previously approved by BHSO in CY2020

American Society of Heating, Refrigerating and Air-Conditioning Engineers ASHRAE 62 2022 Standards for Ventilation and Indoor Air Quality ASTM International

ASTM C1055 2020 Standard Guide for Heated System Surface Conditions that Produce Contact Burn Injuries

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

3 CONSTRUCTION MANAGER AS ADVISOR SCOPE OF WORK

3.1 General

The success of DOE-funded projects requires excellence in project management practices, both functional requirements practices and business practices. The CMa will be required to use sound, disciplined, and up-front project planning. Effective communication will be critical and must be established amongst the integrated project team.

The full scope of work for CMa services includes:

• Pre-Construction Support Services

3.1.1 CMa Staffing

The CMa shall assign and dedicate personnel to this project sufficient in number, and with the requisite expertise and experience, to perform the duties described in this Statement of Work (SOW) and in the CMa Contract. BSA anticipates that the CMa will supplement the core staff as needed with other CMa-contracted employees, consultants, and/or lower-tier contractors who will complement the core staff and provide the additional support needed as the demands of the project fluctuate. Having adequate staff as needed for the project is a requirement of the Contract and is the responsibility of the CMa. Hereinafter, reference to ‘CMa’ shall imply the CMa and/or all CMa-contracted consultants, lower-tier contractors, and/or other staff.

3.1.2 Project and Business Management

The CMa will need to provide the project management resources, tools, and interpersonal skills used to manage a CMa project team and partner with the broader team of A/E, BSA, and specialty consultants. Accurate, complete, and timely progress data (a minimum of monthly status reports) shall be required. These reports shall cover all relevant topics, including schedule, budget, clarifications, meetings, and other topics conducive to the success of the project. Likewise, invoicing must be accurate, timely, and reliable and shall follow the terms and conditions established with BSA. Detailed project schedules will need to be developed and executed against to ensure deliverables are met and project milestone reviews can proceed on schedule. Due to the nature and scale of the project, changes are inevitable. Detailed management of changes will be required to ensure accurate reporting and invoicing. It is envisioned that the project will utilize construction project management software; the CMa will be required to utilize this to its full extent, when it is available.

Configuration management tools must be used to ensure construction record documents, plans and procedures, Environment, Safety and Health (ESH), and Quality Assurance (QA) documents are controlled and retained in accordance with this SOW.

In addition to the potential use of multiple office locations, when appropriate, some CMa services may be carried out remotely, thus requiring remote working environment guidelines, operating procedures, and personnel experienced in working as part of virtual teams.

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

The CMa will schedule and conduct meetings as necessary for the successful completion of the project and as directed by the EIC Infrastructure Division Director (IDD). In conjunction with meetings and as required, the CMa will schedule and arrange for meeting places; provide advance notice of meetings to attendees; prepare and distribute agendas to all attendees before meetings;

and chair meetings, addressing all old and new business, recording minutes, and controlling discussions to focus on results and the resolution of problems.

3.1.3 Partnering

In order to most effectively accomplish work associated with this SOW, BSA intends to form a cohesive partnership with the CMa and the A/E firm and its consultants, to ensure timely and cost-effective, safe and quality completion of work associated with this SOW. This partnership would strive to draw upon the strength of each organization to achieve a quality project performed with accuracy, within budget, and on schedule. It would include, but not be limited to, consideration of all parties’ interests and requirements; fostering clear, objective communication among all persons who are involved; development of mutual goals and objectives and strategies for implementation and periodic objective evaluation to assure these goals and objectives are being met.

3.1.4 ESH

The EIC project intends for all work to be conducted safely and efficiently and in a manner that ensures protection of workers, the public, and the environment. The ultimate safety goal is zero accidents, work-related injuries and illnesses, regulatory violations, and reportable environmental releases. For all activities and phases in the lifecycle of missions, inclusive of design and construction, appropriate mechanisms must be in place to ensure that exposures to workers, the public, and the environment to radiological and non-radiological hazards are maintained below regulatory limits. Furthermore, deliberate efforts must be taken to keep exposure to radiation as low as reasonably achievable (ALARA).

The CMa shall support BSA’s commitment to the health and safety of workers and the public and to protecting the environment. All work shall be performed safely and will adhere to all applicable laws and requirements. Integral to this being accomplished is the workers’ commitment to working safely and to working to meet the requirements. The CMa shall support the ESH commitment and incorporate relevant recommendations and findings into each deliverable.

3.1.5 Travel

Representatives of the CMa shall travel in support of tasks such as design, cost, and schedule reviews, project meetings, site assessments and construction activities. See section 4.3 for more information on travel expectations.

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

4 PRE-CONSTRUCTION SUPPORT SERVICES

Upon BSA’s issuance of a Notice to Proceed for Pre-Construction Support Services, the CMa shall commence the Pre-Construction Support Services in accordance with this document. The CMa will be part of a collaborative and integrated project team. BSA expects all members of this team to work together in a professional manner toward achieving the Infrastructure project goals. Pre-Construction Support Services shall include the following, as further described herein:

• CMa Pre-Construction Support Services Team

• Training

• Meetings

• Utilization of Building Information Modeling (BIM)

• For EIC Infrastructure construction at approximately 175,000 square feet:

o One (1) Constructability Review of 90% Detailed Design and Construction Documents o One (1) Detailed Project Construction Cost Estimate at 90% Detailed Design o One (1) Comprehensive Cost- & Resource-Loaded Construction Schedule at 90% Detailed Design o One (1) Constructability Review of 100% Detailed Design and Construction Documents o One (1) Detailed Project Construction Cost Estimate at 100% Detailed Design o One (1) Final Comprehensive Cost- & Resource-Loaded Construction Schedule at 100% Detailed Design

• Review of Project Commissioning Plan and Specification

• Long Lead Item Report and Estimate

• Additional Deliverables

4.1 CMa Pre-Construction Support Services Team

At a minimum, the CMa shall provide the following staffing levels during Pre-Construction Support Services:

Quantity Function/Position Minimum % of Full- Time 1 Project Manager 50

1 Cost Manager/Estimator As needed

1 Scheduler As needed

1 Analyst As needed

1 Project Engineer As needed

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A

4.2 Training

All on-site CMa personnel will be required to attend the BNL Contractor-Vendor Orientation Training and General Employee Radiation Training (GERT)/Radworker I as needed for unescorted access to the site.

4.3 Meetings

The CMa’s pre-construction team will be expected to participate in meetings as needed through remote support, monthly in-person meetings to be held at BNL, and quarterly meetings also to be held at BNL. The objectives, content, and goals for these meetings will be developed in advance by the integrated project team to ensure meetings are efficient and productive, and appropriate team member attendance can be planned.

4.4 BIM

The design development process is expected to use building information modeling (BIM-Revit files), with transfer of the model to the CMa for use in multiple construction processes. It will be expected that the CMa will actively utilize the BIM model in addition to the design documents to complete pre-construction reviews, Mechanical, Electrical, and Plumbing (MEP) coordination, clash detection, trade interface and coordination to inform constructability reports, and to support estimate development where practical. As a result of these requirements, the CMa shall provide the appropriate staffing and resources such as the computing equipment, licenses, and associated systems for utilization during pre-construction to meet these expectations.

4.5 Constructability Reviews

The CMa shall schedule and conduct one (1) Constructability Review per deliverable that leverage the CMa’s construction means and methods expertise, their access to available resources, their problem-solving capabilities, and their innovation capacity. Constructability Reviews will also leverage the CMa’s understanding of project and program objectives to professionally assess the extent to which the design of the EIC Infrastructure facilitates ease of construction, and to assess construction processes from start to finish to identify obstacles, minimize or prevent errors or delays, minimize costs, and maximize value to the EIC. The CMa shall provide a written Constructability Review Report.

1. Preparation of one (1) Constructability Review of the 90% Detailed Design Documents and Construction Documents, and preparation of one (1) Constructability Review of the 100% Detailed Design Documents and Construction Documents.

a. Within four (4) weeks of the 90% Detailed Design submittal, and within four (4) weeks of the 100% Detailed Design submittal, the CMa shall review and evaluate the associated proposed designs against the construction process, from start to finish, to identify obstacles, prevent errors and delays, and avoid potential cost overruns. Items shall also be identified that, in the opinion of the CMa, could result in change orders due to ambiguity in the documents or lack of coordinated trade work packages.

b. The following shall be the key areas in the review:

i. Design schedules are construction-driven

ii. Designs are configured to enable efficient construction

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iii. Design elements are standardized

iv. Construction efficiency is considered in specification development

v. Modular/preassembled designs are prepared to facilitate fabrication, transport, and installation

vi. Designs promote construction accessibility of personnel, material, and equipment

vii. Designs facilitate construction under adverse weather conditions

c. Input from the CMa shall also be provided but not limited to the additional areas below:

i. Site logistics

ii. Temporary facilities

iii. Proximity of existing subsurface utilities

iv. Review of Geotechnical report, soil conditions and compatibility with the scope of work

v. Demolition works clearly detailed

vi. Existing to remain property clearly detailed

vii. Work by others clearly detailed

viii. Sufficient design coordination, clash detection and modeling completed

ix. Connection point or integration with existing facilities is feasible as detailed

x. Construction safeguards

xi. Permit requirements

xii. Adequate survey data in place, correct datum and coordinate system

xiii. Construction scope is clear on the plans and in the specifications

xiv. Inspection requirements are clear

d. The CMa shall be expected to tailor their level of effort required based on the need to identify constructability/buildability issues as early in the design process as feasible.

e. Special emphasis shall be placed on the incorporation of safety standards and the review shall strive to ensure construction safety is “designed-in” to the project for increased effectiveness, mitigation of hazards, and to avoid costly changes.

4.6 Detailed Construction Cost Estimates

1. Preparation of one (1) detailed Cost Estimate based on the 90% Detailed Design Documents and Construction Documents, and preparation of one (1) detailed Cost Estimate based on the 100% Detailed Design Documents and Construction Documents.

a. Within four (4) weeks of the 90% Detailed Design submittal and within four (4) weeks of the 100% Detailed Design submittal, the CMa shall submit associated detailed construction cost estimates in Excel format for BSA review and approval. The CMa estimates shall be in the BSA Work Breakdown Structure (WBS) format and shall be based on a detailed quantity

Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A takeoff of the design drawings and specifications. Estimate format and structure shall be reviewed and approved by BSA prior to execution.

b. The CMa shall be required to meet with the A/E, and the EIC Infrastructure Division Director (IDD) to reconcile cost discrepancies between the estimates. The CMa’s estimates shall be based on the CMa’s detailed quantity takeoffs of the A/E’s Drawings and Specifications.

The CMa shall obtain the EIC Infrastructure Division Director’s written approval of the estimate format and structure prior to proceeding with the estimate. At the same time the CMa performs the Project Construction Cost Estimates, it shall conduct reviews to determine and identify items or elements that could lead to a higher cost of bids for the Bid Packages, and/or lead to change orders resulting from ambiguities, coordination between various trades, errors, and/or omissions in the lower-tier subcontracting documents. The CMa shall present its results in a written report to the EIC Infrastructure Division Director and meet with both the EIC Project team and the A/E to present and explain its findings.

c. The cost estimate reconciliation meetings shall be held immediately following the submission of estimate. Revised CMa estimate(s) based on reconciliation meetings shall be submitted within two (2) weeks of the meeting date. The CMa shall maintain the cost estimate up-to-date to reflect changes in materials and labor costs as well as changes in scope. The CMa shall submit the detailed construction cost estimates in Excel format for BSA review and approval.

4.6.1 Construction Cost Estimate Requirements

In accordance with the applicable specifications, referenced documents, and instructions as defined in this Statement of Work, each independent cost estimate shall be performed for the following EIC project deliverables as defined in the WBS Dictionary.

1. WBS 6.11.02 - Civil construction of support buildings, modifications to existing structures, sitework and extension of access roads to accommodate new large detectors, utilities, and enclosures for cryogenic, power and cooling systems.

2. WBS 6.11.03 - A power distribution system, starting at the Utilities’ 69kV lines, transforms 69kV to 13.8kV, 13.8kV distribution to the EIC site, and transformation to utilization voltages of 480V and 208V equipment. Also includes standby power and Uninterruptible power supply (UPS) power at 480V and 208V levels.

3. WBS 6.11.04 - Provides the systems, structures and components required to supply chilled water, closed cooling water, cooling tower water and compressed air systems to support the cooling and compressed air requirements of the EIC accelerator and cryogenic components including the RF Power Amplifiers, Vacuum Systems, cooling for normal conducting Magnets, High-Order-Mode absorbers, Power Supplies, Cryogenic Equipment.

The CMa is to review the basis of design documents, construction specifications and drawing packages provided by BSA and develop cost estimates for executing the scope of work for comparison with cost estimates developed by the Architect/Engineering firm assigned to the project.

The estimates shall include a brief narrative that includes the following elements: purpose of estimate, scope of work (i.e., plans and specifications used, equipment lists or data sheets used, Doc No. EIC-IFD-SOW-003 Author: C. O’Sullivan Effective Date: February 4, 2025 Review Frequency: N/A duration and sequencing of unique sections of the work, and site restrictions or constraints), base assumptions, cost resources, markups (i.e., overhead, profit, mobilization, bond and insurance, escalation, and contingency), schedule, allowances, constructability (i.e., issues noted during preparation of the estimate) and construction cost index.

The drawing packages and construction specifications utilized to develop the construction cost estimates shall be based on the governing documents at time of contract award (i.e. 90% Detailed Design or the conformed set of construction documents) as provided by BSA. The independent construction cost estimates shall be performed in at-year dollars in accordance with the Association for the Advancement of Cost Engineering (AACE) Cost Estimate Class 1.

The estimates shall include the following backup documentation consistent with the requirements of an AACE Cost Estimate Class 1:

• Equipment cut sheets used as the basis for vendor equipment quotes

• Well-organized lists of material quantities associated with each facility that can be quantified (quantities organized by specification section and facility for easy reference between the estimate and support documentation)

• Vendor or subcontractor quotes for equipment or services quoted for the estimate

• Construction Cost Index assigned to the estimate

• Cost development information (crew cost and productivity assumptions)

• Other cost development information (references to applicable cost guides used to support individual unit costs, applicable labor rates, etc.)

• Computer spreadsheets or estimating software output that summarize the detailed cost and summary information for the estimate

Additional meetings may be required at the discretion of BSA if additional iterations of the cost estimates are needed to meet the project’s defined cost range. Upon receipt of the construction cost estimate, BSA will review and provide comments as necessary, which will be further discussed in an estimate review meeting. The goal of the estimate review meetings is to ensure the scopes are aligned, rates are reasonable, and risks are appropriately captured. Meetings may be on-site or remote per the discretion of BSA.

4.7 Comprehensive Cost- and Resource-Loaded Construction Schedule

1. Preparation of one (1) detailed construction schedule based on the 90% Detailed Design

Documents and preparation of one (1) detailed construction schedule based on the 100% Detailed Design Documents.

a. Within six (6) weeks of the 90% Detailed Design submittal, and within six (6) weeks of the 100% Detailed Design submittal, the CMa shall submit associated comprehensive Critical Path Method (CPM) construction schedules using Primavera P6 for BSA review and approval.

b. The CPM schedule shall reflect the project phasing and priorities as directed by BSA and as impacted by the availability of construction funds. This project is funded by both NYS

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Empire State Development and the DOE and shall be funded on an annual basis. The schedules shall reflect the impact of construction funding, based on the project funding profile. The Project will employ a tailoring strategy as the delivery of the Project will utilize Subprojects. The CMa shall use input from BSA on Subproject strategy for the development of a CPM schedule. The CMa shall calculate and report the potential impact versus project execution with no annual funding concerns. The CMa shall prepare preliminary Critical Path Method (CPM) schedules, showing all project related construction activities.

c. This project is funded by the Department of Energy and New York State and Construction Support services and will be funded incrementally on an annual basis. The CPM schedule will take into consideration projected annual funding increments. The anticipated projected funding profile will be provided by BSA; however, it cannot be guaranteed by BSA but shall be used for planning purposes.

d. The preliminary CPM schedule shall also identify the proposed Bid Packages the CMa recommends as appropriate to complete the work. Within two (2) weeks of completing a Project Construction Cost Estimate, the CMa shall cost-load the draft schedule with the reconciled cost estimate and produce a monthly budgeted cost of the construction work.

CPM schedules are to be produced in an Oracle supported version of Primavera P6 or P6-compatible software. The schedule will be fully compatible with the overall EIC project schedule and shall be able to adjust based on changes to overall EIC schedule.

4.8 Review of Project Commissioning Plan and Specification

1. BSA shall retain an independent third-party Commissioning Agent (Cx) for the duration of the project. The Cx shall prepare a Commissioning Plan, schedule, and specification during the pre-construction period.

2. Within two (2) weeks of the receipt of the Commissioning Plan, the CMa shall review the plan and preliminary specifications and provide comments and/or suggestions for consideration as required. Commissioning activities shall be identified in the CMa schedule preparation.

4.9 Long Lead Item Report and Estimate

To ensure project milestones can be met, the CMa will need to identify long lead equipment which may impact schedule goals. These may include 13.8kV/480V unit substations, transformers, and other custom equipment. The long lead items will be identified for planning purposes and procured by BSA. These are items with a lead time greater than one year or items that could be categorized as an impact to the project’s critical path found during the comprehensive construction schedule development. The review of long lead items shall be presented in a report and an estimate for the items’ cost shall be included. The review and estimate of long lead items shall be completed four (4) weeks after contract award.

4.10 Additional Deliverables

The CMa shall be responsible for providing deliverables to BSA in conjunction with the outlined pre-construction management services, which include supporting documents, drawings, and model files, along with the data management services necessary to support the EIC Infrastructure pre-construction activities.

These deliverables shall be provided as follows:

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4.10.1 Data Management

The CMa shall provide data management services that incorporate the collection and storage of all Infrastructure construction data and files in a secure, efficient, and cost-effective manner. Data management shall incorporate the necessary attributes to provide high availability to all necessary team members, incorporate an effective backup and archival process, and ensure data integrity.

4.10.2 Virtual Networking

Given the nature of the project and the many parties involved that will make up the integrated project team, the CMa must establish and maintain a virtual network to support the efficient and dynamic sharing of data and files remotely. Solutions may include cloud-based software tools with the appropriate administrative controls and features. This network and associated applications must be maintained throughout the project lifecycle.

4.10.3 File Management

Construction contract documents, BIM models, Requests for Information (RFIs), invoices, and supporting project documents and files are to be stored and maintained by the CMa throughout pre-construction management of the project. Storage and maintenance will be done in a structured and organized manner to ensure the integrated project team can access these files systematically and efficiently. File management practices must also support effective configuration control to ensure all parties are working with the appropriate document revisions in the office and in the field.

Wherever feasible, all required documentation shall be submitted to BSA in an electronic format acceptable to the EIC Electronic Information Management System, in addition to any other formats.

The cost estimate documents shall also be provided in an Excel-compatible file (CSV or text format).

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5 QUALITY ASSURANCE

The CMa is responsible for the professional quality, technical accuracy, and the coordination of all documents and other services furnished under this Contract.

It is the responsibility of the Contractor to flow down and impose applicable technical and quality assurance requirements upon their contractors and subcontractors. BSA reserves the right to disapprove, in writing, any contractor or subcontractor.

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6 DELIVERABLES

6.1 Key Deliverables Milestone Schedule

The table below outlines the key deliverables milestone schedule.

Key Deliverables Milestone Schedule

No. Deliverable Completion Date

1 Review and estimate of Long Lead items Four (4) weeks after contract award

2 Cost Estimate of 90% Detailed Design Four (4) weeks after receipt of 90% Detailed Design submittal

3 Constructability Review of the 90% Detailed Design Four (4) weeks after receipt of 90% Detailed Design submittal

4 Review of Project Commissioning Plan Two (2) weeks after Commissioning Plan submittal

5 Comprehensive Cost- & Resource-Loaded Construction Schedule

Six (6) weeks after receipt of 90% Detailed Design submittal

6 Cost Estimate of 100% Detailed Design Four (4) weeks after receipt of 100% Detailed Design submittal

7 Constructability Review of the 100% Detailed Design Four (4) weeks after receipt of 100% Detailed Design submittal

8 Final Comprehensive Cost- & Resource-Loaded Construction Schedule

Six (6) weeks after receipt of 100% Detailed Design submittal

6.2 Anticipated A/E and Cx Agent Deliverables

Key Deliverables by Others (for reference)

No. Deliverable by Other Date

1 A/E – 90% Detailed Design 4/4/2025

2 A/E – 100% Detailed Design 6/4/2025

3 Cx – Commissioning Plan 8/18/2025

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7 PROJECT ADMINISTRATION

7.1 General

The purpose of this section is to outline specific requirements for the project coordination process and for interaction between BSA, the A/E, and the CMa.

7.2 BSA Project Team Directory

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