Attachment C - BL04A-00-SOW10000-R00.pdf

BL04A-00-SOW10000-R00

Statement of Work

BL04A MAGREF Sample Changing Robotic System

Author(s)

Dominic Giuliano

Date Published:

April 2026

Prepared by

OAK RIDGE NATIONAL LABORATORY

Oak Ridge, TN 37831-6283 managed by

UT-BATTELLE, LLC

for the

US DEPARTMENT OF ENERGY

under contract DE-AC05-00OR22725

This report was prepared as an account of work sponsored by an agency of the United States Government. Neither the United States Government nor any agency thereof, nor any of their employees, makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, apparatus, product, or process disclosed, or represents that its use would not infringe privately owned rights. Reference herein to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or favoring by the United States Government or any agency thereof. The views and opinions of authors expressed herein do not necessarily state or reflect those of the United St t G t th f iii

CONTENTS

Contents

CONTENTS ................................................................................................................................................. iii

1. APPROVALS

2. SCOPE

3. TECHNICAL DESCRIPTION

4. TECHNICAL REQUIREMENTS

4.1 Performance Requirements

4.2 Design Requirements and Approvals

4.2.1 Design Documentation

5. manufacturing plan

5.1 Manufacturing Plan

5.1.1 Schedule

5.1.2 Hold Points

5.2 Material Control Plan

5.2.1 Material Control Plan Content

5.3 Control of Non-Conformances

5.3.1 Non-Conformance Request Content

5.3.2 NCR Submission

5.3.3 Company Approval of Non-Conformance

5.4 Deviations

5.4.1 Deviation Request Document

5.4.2 Deviation Request Submittal

5.4.3 Deviation Request Approval

6. VERIFICATION AND ACCEPTANCE

6.1 Company Witness

6.2 Material Inspection

6.2.1 Company Inspection

6.2.2 Acceptance Criteria

6.2.3 Inspection Procedures

6.2.4 Inspection Documentation

6.2.5 Company Testing

iv

6.3 Electronic Documents

6.4 Language

7. PACKAGING AND SHIPPING

7.1 Packaging

7.1.1 Corrosion Protection

7.1.2 Packaging Label

7.2 Inspection

7.3 Shipping Address –

1. APPROVALS

Rev 00 Rev 01 Rev 02 Rev 03

Approvals

Neutron Scattering Division

Instrument Scientist

Neutron Technologies Division

Lead Instrument Engineer

Instrument Engineering Group Lead

Technical Concurrence

Beamline Instrument Engineer

Revision Description of Changes

0 Initial Approval per DCN BL4A-00-DCN10004

Amy Jones (blacka@ornl.gov) Signature

Dominic Giuliano (GIULIANODR@ORNL.GOV) Signature

Steven Mellard (MELLARDSC@ORNL.GOV) Signature

Valeria Lauter (lauterv@ornl.gov) Signature

2. SCOPE

The scope of this document is to define the requirements for design, materials of construction, fabrication, inspection, testing, and delivery of the MAGREF 7th axis robotic system (also referred to as robot elsewhere in this document). The Company is defined as the purchasing entity, Oak Ridge National Laboratory, who is contracting the services of the Seller. The Seller refers to the parties responsible for providing the robot that meet the requirements that are defined herein. It will be the Seller’s responsibility to repair or remake any components which are found to not meet requirements.

3. TECHNICAL DESCRIPTION

The Spallation Neutron Source (SNS) at the Oak Ridge National Laboratory (ORNL) is a research neutron scattering facility that provides a constant pulsed neutron source to a suite of neutron scattering instruments. Neutron instrument BL04A (also known as MAGREF) is a magnetism reflectometer which provides specular reflection and grazing incidence small angle neutron scattering (GISANS) science to the neutron science community.

The MAGREF instrument operates in many sample environment configurations. One of these sample configurations requires a long sample stick to be inserted into the top of a cryomagnet approximately 8 feet above the floor. To assist with the loading and unloading of the sample sticks a robotic system will be procured from the Seller that includes a 6-axis robot mounted onto a linear actuator allowing for greater reach. This type of robotic system is typically known as a 7th axis robotic system.

Figure 1 Sketch of 7th axis robotic system attached to structural hangers.

4. TECHNICAL REQUIREMENTS

4.1 Performance Requirements

Requirement ID Requirement Value

4.1.1 7th axis structural member to be at least [xs] inches long [xs] = 115

4.1.2 7th axis structural member utilizes M8 T-Nut fastening hardware N/A

4.1.3 7th axis linear actuation capable [xl] inches of min stroke [xl] = 79

4.1.4 7th axis linear actuator location is adjustable on structural member N/A

4.1.5 7th axis linear actuator load capacity of greater than [m] lbs [m] = 1,000

4.1.6 7th axis linear actuator repeatability of plus or minus [r] mm. [r] = 0.3 mm

4.1.7 Universal Robot UR12e mounted on7th axis. N/A

4.1.8 Capable of being operated with UR12e robot hanging from below as shown. N/A

4.1.9 Robotiq Hand-E Gripper used for end effector N/A

4.1.10 Fully integrated robotic control system included N/A

4.1.11 Utilize URCaps software integration between UR12e robot and 7th axis N/A

4.1.12 E-stop Module Provided N/A

4.1.13 Machine Pendent Provided N/A

4.1.14 2 Proximity Sensors provided N/A

4.1.15 Extension cable of at least [L] meters between robot and control system [L] = 12 m

4.1.16 All electrical Equipment must be NRTL compliant N/A

4.2 Design Requirements and Approvals

4.2.1 Design Documentation

The Seller shall provide design drawings and step file(s) for the robot for review and approval following completion of design. The drawing submittal shall include all components and sub-assemblies that make up the robotic system. Written approval of the design documentation is required prior to start of fabrication.

5. MANUFACTURING PLAN

5.1 Manufacturing Plan

5.1.1 Schedule

The Seller shall provide a schedule showing when the robotic system can be expected to be delivered

5.1.2 Hold Points

The Seller shall identify hold points in the schedule.

5.1.2.1 Subcontractor Identification

The Seller shall identify subcontractors to be used, if any, and means of controlling quality at the subcontractor’s facilities.

5.2 Material Control Plan

The Seller shall control the methods of receiving, storing, handling, testing, and preparation of materials.

5.2.1 Material Control Plan Content

The Material Control Plan shall include, but not be limited to, the following items:

5.2.1.1 Raw Material Inspection

The Seller shall provide procedures for inspection of raw materials upon receipt to verify proper identity, quality, and quantity, and to verify that all required chemical and physical test reports, certifications, and other documents accompany the items; and procedures for assuring compliance with quality requirements of the purchased items.

5.2.1.2 Material Identification and Tracking

The Seller shall provide procedures for segregating by lot materials purchased with certified chemical analysis and heat treatment; materials awaiting tests, reports, or other requirements to determine acceptability for use; and materials that are acceptable for use. Such procedures shall include marking of materials to distinguish them from other materials.

5.2.1.3 Identification Preservation

The Seller shall provide a procedure for maintaining material identification numbers after cutting or separation from marked materials.

5.3 Control of Non-Conformances

The Seller may use their existing nonconformance program to identify, report, and recommend disposition of all non-conformances, but dispositions that would leave any remaining nonconformity must be submitted to the Company for approval.

5.3.1 Non-Conformance Request Content

The Nonconformance Report (NCR) shall include the following information:

• Identification of affected items including drawing/specification number and revision

• Unique NCR number for traceability

• Purchase order number

• Number of instances of non-conformance present

• Description of the nonconformity, identifying requirements not met o Include applicable information such as:

Pictures

Measurements

Test results

• Recommended disposition o If recommended disposition is repair or rework, provide a detailed plan of steps to be taken to bring part back into conformance.

• Description of the cause

• Corrective action plan (steps taken to ensure the same non-conformance does not occur in the future)

• Updated project schedule if non-conformance affects delivery date.

5.3.2 NCR Submission

The NCR shall be submitted when it is found that any requirement has been violated or cannot be completed as intended due to an action already taken.

5.3.3 Company Approval of Non-Conformance

Company approval must be acquired prior to continued processing by the Seller.

5.3.3.1 Acceptance Limitations

A Non-conformance request shall not establish a precedent or obligation to accept existing or future items not conforming to all provisions of the Agreement.

5.4 Deviations

The Seller may propose deviations from the specifications, drawings or other technical requirements of the procurement. Where time is a consideration, the Seller may communicate the proposed deviation directly to the engineer or technical lead, with a copy to the Company’s buyer. The engineer or technical lead will evaluate the technical aspects and recommend to the buyer, who will communicate acceptance or disapproval to the Seller.

5.4.1 Deviation Request Document

The deviation request shall include the following items:

• Identification of affected items including drawing/specification number and revision

• Unique number for traceability

• Purchase order number

• Cost (increase or reduction, if applicable)

• Description of the proposed deviation

• Justification for the deviation

• Schedule impact

5.4.2 Deviation Request Submittal

The deviation request shall be submitted to the Company prior to making any change.

5.4.3 Deviation Request Approval

Approval by the Company is required before any action is taken which violates current requirements or makes it impossible to meet a future requirement.

6. VERIFICATION AND ACCEPTANCE

6.1 Company Witness

The Company reserves the right to witness all tests, inspections, and examinations.

6.2 Material Inspection

The Seller shall inspect materials to assure that all components are free of surface deformities and deleterious foreign material prior to and during fabrication.

6.2.1 Company Inspection

If suspect areas are identified prior to or during installation, the polarizer will be subject to additional inspection by the Company. If contamination or material defects are discovered, the Seller shall be notified to establish a plan of resolution. Defects must be corrected at the expense of the Seller.

6.2.2 Acceptance Criteria

Acceptance requires that all items meet or exceed the requirements outlined in this document.

6.2.3 Inspection Procedures

Inspection procedures to be used by the Seller shall be specified in the proposal or Quality Assurance Program submittal.

6.2.4 Inspection Documentation

Inspection report documentation shall be submitted to the Company for review and approval prior to shipping. The documentation shall confirm the polarizer meets or exceeds the requirements in this document.

6.2.5 Company Testing

The Company reserves the right to perform additional inspections prior to installation to assist in confirmation and approval of the Seller’s inspection report data.

6.3 Electronic Documents

Wherever feasible, all documentation shall be submitted in an electronic format to the TPO via email unless otherwise instructed by the TPO. Adobe Portable Document Format (PDF) is an acceptable format for all documents, including drawings that would normally be printed on paper. Alternative formats shall be approved by the TPO.

6.4 Language

All documentation submitted to the Company shall be in English. Translated versions of original documents signed by the responsible personnel are acceptable.

7. PACKAGING AND SHIPPING

7.1 Packaging

The Seller shall submit a packaging and shipping plan to the Company for approval prior to shipment.

The packaging and shipping plan shall meet or exceed the following requirements:

7.1.1 Corrosion Protection

If the components are transported or stored near salt water, special consideration shall be given to protection against corrosion.

7.1.2 Packaging Label

The outside of each crate and/or package shall be plainly and permanently labeled with the following:

• Gross Package Weight

• Package Identification Number

• Seller identification

• ORNL Point of contact: Dominic Giuliano

• Company’s subcontract number

• Company’s shipping address

7.2 Inspection

The Company will inspect each package upon arrival. Any damage will be documented and, if necessary, the Seller will be contacted to establish a plan of resolution.

7.3 Shipping Address –

Address for all shipments is:

Recipient: Dominic Giuliano/ Instrument Engineering Group

Oak Ridge National Laboratory / SNS Site

P.O. Box 2008 (MS6460), 1 Bethel Valley Road

Bldg. 8700 SNS Target Building

Oak Ridge, TN 37830-6460