Attachment C - Statement of Work.pdf

Electron-Ion Collider, Brookhaven National Laboratory

Doc No. EIC-IFD-SOW-004 Effective Date: January 9, 2023

SOW Title: Architectural and Engineering Services Revision: 4.0

STATEMENT OF WORK

for the

Electron-Ion Collider at Brookhaven National Laboratory

Design of Conventional Facilities

QA Category: A-3

Prepared By:

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Charles Folz, Division Director

EIC Infrastructure

Approved By:

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James Yeck, Project Director

EIC at BNL

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Ferdinand Willeke, Deputy Project Director

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Luisella Lari, Project Manager

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Christopher Porretto, Quality Assurance Manager

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Lori Stiegler, ES&H Manager

Charles Folz (Jan 9, 2023 13:49 EST) Charles Folz Jan 9, 2023

James H. Yeck (Jan 9, 2023 12:59 CST) James H. Yeck Jan 9, 2023

Ferdinand Willeke (Jan 9, 2023 16:07 EST) Jan 9, 2023

Luisella Lari (Jan 9, 2023 17:06 EST) Luisella Lari Jan 9, 2023

Jan 9, 2023

Jan 10, 2023 https://microsoftintegration.na2.echosign.com/verifier?tx=CBJCHBCAABAAsfb1yFmofGj0XCeH06BENu93O5_MRkm7 https://microsoftintegration.na2.echosign.com/verifier?tx=CBJCHBCAABAAsfb1yFmofGj0XCeH06BENu93O5_MRkm7 https://microsoftintegration.na2.echosign.com/verifier?tx=CBJCHBCAABAAsfb1yFmofGj0XCeH06BENu93O5_MRkm7 https://microsoftintegration.na2.echosign.com/verifier?tx=CBJCHBCAABAAsfb1yFmofGj0XCeH06BENu93O5_MRkm7 https://microsoftintegration.na2.echosign.com/verifier?tx=CBJCHBCAABAAsfb1yFmofGj0XCeH06BENu93O5_MRkm7 https://microsoftintegration.na2.echosign.com/verifier?tx=CBJCHBCAABAAsfb1yFmofGj0XCeH06BENu93O5_MRkm7

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REVISION HISTORY

Revision Effective Date Summary of Change

1.0 March 28, 2022 Initial Release

2.0 May 6, 2022

Authorization to use NFPA 70 (National

Electric Code) latest version as approved May

5, 2022.

3.0 October 28, 2022

Revised Schedule Milestones table, provided target cost with updated escalation, clarified requirement for Value Engineering studies timing, identified timing for design review processes, clarified wording for tunnel HVAC design requirement, and updated EIC Project

Manager’s name.

4.0 January 9, 2023

Clarified reference to third-party estimator, added NFPA 101 to Section 2.3

CONTENTS

LIST OF ACRONYMS

1. Project Overview

1.1 Synopsis

1.2 EIC Description and Project Goals and Objectives

1.3 Project Budget

1.4 Schedule Requirements

2 APPLICABLE CODES, RULES AND REGULATIONS

2.1 Codes of Record

2.2 Guiding Principles for Sustainable Design

2.3 Federal Laws, Codes and Standards

3 ARCHITECT/ENGINEER SCOPE OF WORK

3.1 General

3.2 Quality Assurance Program

3.3 Preliminary Design Services

3.4 Final Detailed Design Services

3.5 A/E Services During Construction (Optional)

4 APPLICABLE DOCUMENTS

5 SCHEDULE MILESTONES

6 PROJECT ADMINISTRATION

6.1 General

6.2 Project Team Directory

6.3 Coordination and Communication

7 PROJECT DELIVERABLES

7.1 Quality Assurance Plan

7.2 Preliminary Design Phase

7.3 Final Design Phase

7.4 Electronic Submittals

LIST OF ACRONYMS

ABL As-Built Listing

AC Alternating Current

ADA Americans with Disabilities Act

A/E Architectural - Engineering

ANSI American National Standards Institute

ASME American Society of Mechanical Engineers

ATP Acceptance Test Procedure

BIM Building Information Modeling

BNL Brookhaven National Laboratory

BSA Brookhaven Science Associates

Cat Category

CDR Conceptual Design Report

CFR Code of Federal Regulations

COTS Commercial Off-The-Shelf

CM Construction Manager

CMU Concrete Masonry Unit

CSI Construction Specifications Institute

DC Direct Current

DCS Distributed Control System

DOE Department of Energy

EIC Electron-Ion Collider

ESH Environment, Safety and Health

FDR

FFP

Final Design Review

Firm Fixed Price

GC General Contractor

HPSB High Performance Sustainable Building

HVAC Heating, Ventilation and Air Conditioning

IBC International Building Code

ICC International Code Council

IPR Independent Project Review

LEED Leadership in Energy and Environmental Design

LIDAR Light Detection and Ranging

MRP Material Requirements Planning

M&TE Measuring and Test Equipment

NEC National Electric Code

NFPA National Fire Protection Association

NRTL Nationally Recognized Test Laboratory

NYS New York State

OSHA Occupational Health and Safety Administration

O&M Operating and Maintenance

PDR Preliminary Design Review

PFD Process Flow Diagram

PLC Programmable Logic Controller

PO Purchase Order

P&ID Piping and Instrumental Diagram

QA Quality Assurance

RDS Room Data Sheets

RF Radio Frequency

RDPA Radio Frequency Power Amplifier

RHIC Relativistic Heavy Ion Collider

SOW Statement of Work

TIA Telecommunication Industry Association

UL Underwriters Laboratories

WBS Work Breakdown Structure

1. PROJECT OVERVIEW

1.1 Synopsis

Architectural/Engineering (A/E) design services are required to develop the preliminary and detailed designs, services and documents as well as to provide construction support services for the Electron-Ion Collider (EIC) project.

The Construction Support Services will be awarded at the option of Brookhaven Science

Associates (BSA).

The conceptual design has been completed and the conceptual design report, when combined with this Statement of Work (SOW), will serve as the basis of the A/E’s scope of services.

1.2 EIC Description and Project Goals and Objectives

The Electron-Ion Collider (EIC) 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 to the infrastructure will be required to accommodate the planned new facilities.

The conventional facilities required for the EIC are projected to include a Linac tunnel co-located with an Injection Linac building, a Radio-Frequency Power Amplifier (RFPA) Building with associated services and mechanical cooling pumphouse building, an Energy Recovery Linac tunnel and support building, three satellite Cryogenics facilities, and an estimated eight smaller service buildings located around the ring to provide space for magnet and kicker power supplies, controls and instrumentation, networking and other rack mounted equipment. Square footage is anticipated to be approximately 120,000 to 150,000; however, more detailed A/E design required under this contract will dictate the final total square footage based on the program requirements.

Consolidation of functions or additional peripheral service buildings resulting from the successful design firm’s optimizations will dictate the final configurations. Tunnel penetrations for RF transmission waveguide, cooling piping, electrical power (AC and DC) conduits will be required and may require cooling to compensate for heat dissipation of conductors or waveguide.

A means of providing interior climate control for equipment operational stability in the RHIC tunnel is needed. An engineering study of existing conditions, anticipated loads and equipment requirements to determine the nature and extent of the necessary system to maintain these conditions is required. Design of a suitable, economical system to provide this interior environment is required and shall be included as part of cost proposal.

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, strong hadron cooling beamlines, 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 to the accelerator and its components will require provisions for shielding the accelerator from occupied areas.

Building design shall be based on the maximum probable loads to which the structure will be subjected and should not be less than the loads specified by the NY State building code. Building design shall accommodate auxiliary loads from overhead cranes for the buildings that are equipped with material handling systems.

Buildings’ design shall incorporate life safety requirements specified by the NYS building code and in the NFPA101 “Life Safety Code.” Buildings designed for normal occupancy shall be designed with air conditioning systems for comfort cooling for the conditioned space (i.e., break rooms and control rooms). All other buildings and areas shall be designed with thermal controls and equipment for the applicable accelerator systems or laboratory environment. The successful firm shall provide a cost analysis of utilizing a different building type as there may be promising alternatives, i.e., pre-engineered steel, concrete masonry unit (CMU), or concrete construction.

Although the building design will generally involve standard commercial design and construction techniques, there are some additional considerations due to the specific requirements of the integration required with the existing accelerator facility. Unique types of equipment will be installed and operated in these buildings. For example, RF power equipment, lasers, cryogenics, large quantities of magnets and power supplies, and vacuum chambers required to perform at an ultra-high vacuum are all planned for installation in these spaces. The installation of RF power amplifiers, DC current power supplies, and electronics require sufficient head room, long clear spans, and provisions for heating, cooling, and humidity controls. Design is required to account for these applications. Building’s housing RF Power Amplifiers, for example, will require long interior clear spans to enable routing of transmitter waveguide assemblies through the building.

Experienced BSA engineers will be available to provide guidance and parameters. The EIC

Conceptual Design Report, Engineering Basis of Design and Conceptual design drawings set are provided for reference.

In addition to buildings and structure design, the successful A/E will be required to design:

Power and distribution facilities. Power distribution includes expansion of the existing 69 kV transformer and switch yard, 13.8 kV distribution system and existing switchgear building. Design of the substations, switchgear and ductbanks for each building and design of motor control centers and switchgear for EIC and building loads.

Chilled water, closed loop cooling water systems and cooling tower systems to the accelerator support systems (process cooling) throughout the EIC facility including:

o Chilled water systems that include equipment such as chillers, pumps, and associated water treatment systems to supply low temperature cooling water (and associated water treatment) for low temperature process cooling needs.

o Closed loop deionized cooling water systems that include equipment such as water treatment systems, pumps, piping and heat exchangers for process cooling needs. These systems are cooled by the cooling tower systems.

o Cooling tower water systems including equipment such as evaporative cooling towers, pumps, piping and associated water treatment for rejecting heat from the closed loop cooling water systems.

o Provide alternative analysis to minimize capital, maintenance and operating cost of the cooling systems costs while maintaining reliability. All evaporative water system designs shall take into consideration BSA standards and guidelines, and state and local permits and regulations for protection and control against legionella while minimizing water consumption, chemical usage, corrosion, and biological growth potential.

Compressed air systems for instrumentation and control and cooling for RF

Amplifiers.

Potable and fire service plumbing, sanitary and storm drain systems and their connections to existing site services.

Data and communication systems design for each building.

Site preparation requirements including access road extensions and clearing/grubbing.

Tunnel access ports for piping, cable, and wire.

A replacement and enlargement of the existing tunnel spur at the RHIC 1002 location.

Beamline lattices occupying this space are under development. The successful A/E firm will be required to design the needed tunnel reconfiguration to successfully and economically house the beamlines in this area.

Special consideration shall 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. Consideration shall also be made in some of the building designs to minimize sources of vibration and transmission of vibration that would impact beam stability in certain accelerator and beamline areas and laser spaces. There will also be specific air cleanliness, temperature and humidity stability requirements in the accelerator, laser, cathode production, and other laboratory spaces that will require HVAC system and control design that exceeds standard commercial practices. Building and tunnel designs and orientation shall 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 shall be shown clearly on design documents.

The EIC is to be integrated with the existing Relativistic Heavy Ion Collider (RHIC) facility. This is primarily a buried steel arch-plate tunnel structure with various poured concrete headwalls and associated support buildings. Every effort is to be made to preserve and reuse existing space where practical and economical. Design of new structures are to be integrated into the existing structure with minimal impact.

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.

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 tie-ins or capacities are critical, the successful firm will be responsible for due-diligence field verification.

The project shall utilize a Construction Manager / General Contractor (CM/GC) project delivery methodology. The A/E shall coordinate efforts with the CM/GC to promote the partnership and collaborative working environment established between the A/E, CM/GC, and Brookhaven

Science Associates (BSA). The expectation is that all parties shall collaborate and cooperate as required to achieve a successful outcome. The responsibilities of the CM/GC will have three major phases of work. Phase 1 shall be pre-construction support services which will be aligned to the

A/E’s Preliminary and Final Design phases. Phase 2 (optional) will be for site preparation activities associated with clearing and utilities to the building. Phase 3 (optional) will be for the conventional construction of the facility and the management and administration of all construction activities and subcontracts.

1.3 Project Budget

1.3.1 Target Construction Budget

The construction range for the project is $274M to $332M. The targeted construction contract price for the purposes of design shall be $305M direct construction costs in February 2022 dollars escalated to midpoint of construction. Based upon the cost estimate associated with the Conceptual

Design Report, it is estimated that the required square footage of facilities will be in the range of

120,000 to 150,000 gross square feet.

Alternates: The A/E shall include 8 to 12 additive/deduct alternates of varying size to support incremental Construction Bid Options ranging from 90% to 109% of the targeted construction contract price. BSA and the A/E will work collaboratively to identify the specific add/deduct alternates.

Economic Balance: The elements of the design should attain economic balance, commensurate with available funds and design objectives, between initial construction costs, building permanence, and operational maintenance costs.

The A/E shall provide a project cost management program for BSA approval that identifies the steps that will be taken during the execution of this contract to ensure that project cost and scope are within available budget. Elements of this program shall include at a minimum:

Monthly reporting on the status of approved scope and estimated construction costs for the scope as part of a monthly design progress report to be provided to BSA.

Designated staff or resources to provide estimating expertise on a real-time basis to rapidly assess cost impacts of potential design or scope change decisions. Estimates to be provided with and at each 60%, 90% and final Design Report/Review submittal.

Identification and execution of value engineering reviews utilizing independent experts trained in value engineering methods. Reviews shall be conducted during the

Preliminary Design and Final Design phases to provide recommendations for design to cost decisions vs. the functional requirements.

1.4 Schedule Requirements

The Preliminary and Final Designs must be completed in accordance with the schedule milestones indicated in Section 5.0. Construction schedule will be integrated with the RHIC operating and shutdown intervals up to the final scheduled year of RHIC operations in FY2025.

Milestones indicated in Section 5.0 Schedule Milestones form the basis for contract schedule performance. These milestones must be met to support key approvals, budget submissions, and technical objectives of the project.

A monthly design status report will be required indicating design cost expended to the end of the month and percent completion of each design task at the end of the month. Monthly reports will be used by BSA to fulfill DOE and NYS reporting requirements.

2 APPLICABLE CODES, RULES AND REGULATIONS

2.1 Codes of Record

The Architect/Engineer shall be responsible for preparing design drawings and specifications which are in conformance with the latest edition of the codes, rules and regulations of the State of

New York, including the reference standards. It is noted that all applicable DOE standards for facility safety and construction are also included by reference.

2.2 Guiding Principles for Sustainable Design

The EIC buildings shall be designed to meet or exceed High Performance and Sustainable

Buildings (HPSB) Guiding Principles as outlined in DOE G 413.3-6. Leadership in Energy &

Environmental Design (LEED) certification is not required for this project.

2.3 Federal Laws, Codes and Standards

The EIC buildings shall be designed in accordance with all applicable federal laws, codes, and standards. Particular attention must be paid to compliance with radiological requirements of 10

CFR 835 and 851 and OSHA requirements of 29 CFR 1910 and electrical safety requirements of

NFPA 70E-2021. Additional DOE orders and standards for ESH and accelerator facilities are also applicable as indicated in the EIC Preliminary Hazard Analysis Report, dated 12/31/2020 and incorporated by reference.

In addition to all applicable DOE Orders, the design shall be in compliance with all applicable latest published 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 all projects at BNL.

International Code Council (ICC) International Building Code (IBC), and Supplements

NFPA 72 Fire Alarm and Signaling Codes, 2019

NFPA Standard 13, “Standard for the Installation of Sprinkler Systems,” 2022

National Electrical Safety Code, ANSI C2, 2017

NFPA 70, National Electric Code, 2017 (For the design of facilities and equipment and purchase of equipment NFPA 70-2017 or the most recent version is acceptable for use.

Designers and vendors must specify which version is being used.)

NFPA 70E: Standard for Electrical Safety in the Workplace, 2021

NFPA 101 Life Safety Code

Occupational Safety and Health Act (OSHA)

Underwriters Laboratory (UL)

Americans with Disabilities Act (ADA)

DOE G 413.3-6 “High Performance Sustainable Building”

American National Standards Institute (ANSI) Standards

The American Society of Heating, Refrigerating and Air Conditioning Engineers

(ASHRAE) Handbooks and Standards, 2021

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

Standards, 4th edition

The American Society of Mechanical Engineers (ASME) Standards and Codes, 2021

Telecommunication Industry Association (TIA)

29 CFR 1910 Occupational Safety and Health Standards

29 CFR 1926 Safety and Health Regulations for Construction

10 CFR 851 Worker Safety and Health Program

DOE O 420.1C Facility Safety

DOE-STD-1066-2016 Fire Protection

DOE O 414.1D Quality Assurance

New York State Codes

The construction and workmanship shall be in conformance with the latest published edition of the codes, rules and regulations of the State of New York, including the reference standards. In particular, the following shall apply to this project.

Building Code of New York State, and Supplements

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

Local Codes

Design work shall conform to the latest published requirements of the Suffolk County Department of Health Services Sanitary Code as applicable.

Sustainable Design

The Department of Energy requires that all new construction, major building renovations, and modernization adhere to High Performance Sustainable Building principles as outlined in DOE G

413.3-6. The Guiding Principles for Sustainable Federal Buildings, New Construction, are defined as follows.

Employ integrated design principles

Optimize energy performance

Protect and conserve water

Enhance indoor environmental quality

Reduce the environmental impact of materials

Assess and consider climate change risks

The project shall incorporate these principles to the fullest extent possible within the funding available for construction. The A/E will work with the support of the CM/GC and BSA project team during the preliminary phase to identify applicable strategies to be incorporated in the design.

3 ARCHITECT/ENGINEER SCOPE OF WORK

3.1 General

The scope of work for A/E services shall include all professional services to furnish Preliminary and Final Detailed Design services as described herein. The work will include site/project familiarization, detailed site surveys and analysis, engineering, alternatives analysis, preparation of electronic drawings, graphics, renderings, specifications, comprehensive reports and cost estimates, home office support and field inspection. The design shall include all design and engineering work that is required for the design, installation, startup, commissioning, and testing of the new EIC conventional facilities unless otherwise noted below. Construction support services are optional.

3.2 Quality Assurance Program

The A/E shall prepare a project-specific quality assurance (QA) plan and submit to BSA for approval. The QA plan shall conform to the “Contractor Requirements Document” as defined in

DOE Order 414.1D, Quality Assurance (available at http://www.directives.doe.gov/) and describe the A/E’s QA program, including implementing procedures, to be implemented and maintained for the scope of services.

The purpose of the QA plan is to give the A/E’s QA requirements for the scope of services and describe how they will be satisfied. The goal is to assure that all aspects of this project are performed in a controlled manner, comply with applicable codes, and that all components and systems are designed and developed according to sound engineering standards, quality practices, and technical performance requirements for the project. Elements to be included during the design effort by the A/E are indicated below:

1. Review of proposed materials of construction and installed equipment for availability, economy, compatibility with other components, performance, and maintainability.

2. Continuous review of the design to ensure that this project can be constructed as designed using the most efficient available techniques within available funds and based on the proposed phased funding and phased construction schedule. Design review shall assess the operability of the project after completion.

3. Review for coordination of required elements and systems to ensure that the design reflects the latest approved version of the project scope description.

4. Establish and maintain a configuration control system to assure the design reflects the current approved scope and is not changed without BSA approval.

5. Submit the A/E’s project-specific QA plan and implementing procedures to BSA for review and approval prior to start of preliminary design. The A/E program must comply with applicable elements of the Quality Assurance Plan for the Electron-Ion

Collider, dated November 22, 2020, and incorporated by reference.

Construction Support Phase: During the Construction Support Phase, the A/E’s quality assurance program shall be established to have the following elements as a minimum.

A computer-based control system / document management system for submittal of shop drawings, test results, and certification submittals from vendors and construction contractors.

A system for reporting results of construction observation of construction contractor’s activities, by the A/E, with procedures for reviewing the reports, assigning responsibility, and taking prompt effective action to closeout where required.

Continual checks to ensure that all elements of the quality assurance program are being performed and prompt corrective actions are being taken where required.

A system for reviewing the impact of field changes from original design drawings used for construction and incorporating these changes in as-built drawings and other design documents as required.

3.3 Preliminary Design Services

The A/E shall perform design development to bring the existing EIC Conceptual Design to a state of development suitable to begin definitive construction documents. The A/E shall prepare a comprehensive Preliminary Design Report presenting the scope, cost, and schedule baselines to be used for the final design. The data in the Preliminary Design Report shall be revised and supplemented as required for each design submittal up to and including the final construction document submission. The report shall present drawings and specifications in sufficient detail to represent a 30% complete final design in civil, architectural, structural, mechanical and electrical disciplines. The report shall also include a construction schedule, construction cost estimate, and supporting scope description by WBS, basis of design, alternatives analyses and functional requirements document supporting the rationale for the design. The Preliminary Design Report shall include the following sections:

Basis of Design - General Project Description.

Construction Cost Estimate(s).

Project Execution and Phasing Strategy.

Preliminary Construction Schedule.

The calculations supporting the design shall be submitted calculations. All references, codes, and design data used in the calculations shall be included and source indicated in the calculations. Allowable loads and design factors are to be clearly stated.

Sustainable Design / High Performance Sustainable Buildings and climate resiliency design compliance.

Energy conservation aspects of design resulting from investigation of the complete power/cooling strategy systems must be discussed. A description shall be included of each feature as appropriate.

A brief synopsis identifying the logical alternatives for power, emergency power, cooling, redundancy and reliability considerations, and rationale used to determine the best solution. Attention shall be given to all factors such as life-cycle cost, local conditions, construction schedule and methods, and availability of materials.

Room Data Sheets (RDS)

Life Safety, Fire Protection/Detection, and Security.

Safety Hazards and Risks.

Design Data Handbook – A separate section shall be dedicated for the inclusion of all specified products and equipment (cut sheets). This shall be continually updated throughout the design process.

The preliminary design effort shall include the following services:

1. Consult with EIC Project Team and Environment, Safety & Health Services personnel to determine all requirements that will govern the design and establish engineering and operating criteria for such design.

2. BSA will provide the programming information to date including but not limited to, proposed equipment lists and requirements, staffing requirements, and other special requirements. The A/E shall validate this information and use it to form the basis for preliminary floor plan layouts.

3. The A/E shall prepare designs, floorplans, elevations, system schematics and profiles based on construction packages indicated in the Conceptual Design Report (CDR).

Identify recommended scope of separate construction packages and coordinate and identify scope interface points between packages.

4. BSA will provide plans showing existing underground utilities in the vicinity of the

RHIC. The A/E shall conduct site investigations to verify locations and capacities of utilities and develop plans for utility service modifications as required. BSA

Engineering will provide field assistance for verification as necessary.

5. The A/E shall conduct all field surveys of existing conditions and existing building systems and prepare as-built documents based on these investigations. BSA will provide all existing building documentation available.

6. Field surveys to include LIDAR measurement and survey of topography to be disturbed for new construction and soil borings/geotechnical studies of subsurface soil conditions to verify adequacy of conditions for intended structures.

7. Prepare technical specifications based on Construction Specifications Institute (CSI) format. BSA’s General Conditions and Supplementary Conditions will be provided in

MS Word format and shall be included in the specification. Technical Specifications shall include the manufacturer and model or type for each product specified and should enable competitive source of supply wherever feasible to the extent that performance objectives are not compromised. BSA’s standard specifications will be provided to the

A/E for incorporation in the specification where feasible. They reflect satisfactory performance history at BNL and help to standardize maintenance and repair requirements.

8. Prepare a preliminary Electrical Arc Flash Compliance Report indicating how the electrical design meets the requirements of OSHA 29 CFR 1910 and NFPA 70E-2021.

Using a circuit analysis software system approved by BSA, demonstrate that proposed equipment, cabling, and protective settings indicated in the design drawings and specifications meet the OSHA and NFPA criteria above. This report shall also be submitted with the 60% review package and updated in the 90% and 100% final design submittals. Include all electrical one-line drawings, calculations, and equipment and cabling data to substantiate the report findings.

9. Prepare and submit a detailed water balance diagram(s) and a detailed thermal hydraulic analysis that show compliance with performance requirements for various operating conditions and necessary chillers. Provide the native input files for any analysis performed using commercially available software.

10. Prepare and submit process flow diagrams (PFDs), intelligent piping and instrumentation diagrams (P&IDs) for all systems. The intelligent P&IDs shall be capable of generating outputs such as line lists, valve lists, equipment lists and other process and equipment parameters, The inputs for such intelligence would be from process flow data, instrumentation schematics, equipment data sheets, valve and instrumentation specification sheets, piping material specifications, etc. The P&IDs shall be able to communicate with the plant 3D model. From Intelligent P&ID databases, plant operating and maintenance (O&M) personnel should be able to retrieve attributes of equipment, nozzles, pipelines, valves, etc.

11. Prepare and submit mechanical site plans, specifications, mechanical equipment arrangement drawings, piping and ductwork layout drawings piping and ductwork tie in points that will be generated via a 3D model.

12. Prepare and submit a complete equipment list, specialty list, mechanical equipment and load schedule, valve and line schedules, system descriptions, sequence of operations, DCS I/O list, control narrative documents and control logic diagrams and DCS architecture drawings.

13. The Preliminary Construction Cost Estimate shall be developed as a “bottom-up” estimate using the Preliminary Design plans and specifications as the basis for quantity take-offs. The estimate shall include costs for material, labor and equipment for all construction activities to the extent defined at this level of design. The estimate shall be developed using nationally recognized methods but shall also reflect conditions of the local material and labor markets. The estimate will be subject to review by a committee appointed by DOE. The estimate shall predict as accurately as possible the value of the lump sum bid(s) for all work associated with construction of EIC.

Contingency shall not be included as part of the estimate.

The project will be estimated by three different organizations, the CM/GC, A/E, and an independent estimator hired by BSA. BSA will contract with a CM/GC to provide a constructability review of the design at various milestone stages, provide a “bottoms-up” cost estimate and perform material and market surveys related to the construction bidding environment. BSA will contract with an independent estimating company to perform estimating services at the various milestone stages and provide market analysis for the project area. The A/E shall develop an estimate at the same various milestone stages using nationally recognized methods and will be reconciled with the CM/GC and BSA estimator throughout the project. All estimates and materials will be subject to review by an independent project review committee appointed by DOE. The estimate format shall be based on specification Division and correlated with EIC WBS Structure for easy reconciliation with BSA independent estimates. The A/E will support the

CM/GC and any third-party estimator estimating efforts as required and provide necessary clarifications and additional information as requested.

14. Conduct bi-weekly progress meetings with BSA project staff. Progress meetings shall alternate between the A/E’s office and the BSA site. Key architectural and engineering personnel shall be represented at the meetings based on the meeting agenda. Provide a record of discussion for each progress meeting and identify action items and responsible party for each action. Track each item to completion.

15. Drawings shall be prepared with a minimum scale of 1/8” = 1-0’ for general construction plans. Detail plans and sections shall be drawn at other scales as appropriate. Entire architectural floor plans shall be shown once on a single sheet at the largest scale practicable. The BNL title-box shall be used on all drawings in addition to the A/E title-box. Drawings shall be prepared utilizing an industry standard 3D modeling capable BIM platform. Submittal of the proposed design package is required with bid submission. Drawings and models shall depict the scope and intent of the design in sufficient detail to enable quantity take-offs, material quality and method of construction determination for estimate purposes. Quantities shall be auto generated from the BIM model. All plans, specifications, and reports relating to the construction or alteration of buildings or structures, or geologic drawings and reports shall be stamped with a professional engineer seal under New York State law Article 145. Each building shall be stored as a separate design file to allow updates and changes on individual buildings without disruption to other building design files.

16. Three progress review submittals are required during Preliminary Design. Furnish five

(5) sets of full-size drawings and specifications at approximately 30% completion and again at 60%. Include the report narrative, design basis, functional requirements document, construction schedule, construction cost estimate, drawings for site, structural, architectural, mechanical, plumbing and electrical work, and technical specifications. The 90% submittal shall be the full and comprehensive for incorporation of the owner’s final comments.

17. Provide a 3D rendering of the facility design showing the physical features of the selected design and state of development at each of the 60% and 90% submittal.

Provide a 3D virtual animated fly-over video showing what the completed facility might look like. Video to be 3-4 minutes, and clearly depict significant features of buildings and structures and their relationships to the existing facility. Interior views of the RF Power Amplifier facility and Linac facility (or facilities) will be required.

18. The A/E shall incorporate constructability review comments and recommendations of the CM/GC as approved by the BSA IDD. The A/E shall participate in cost estimate reconciliation meetings to discern the basis for discrepancies between the A/E estimate, the CM/GC estimate and the BSA Independent estimate.

19. A Value Engineering (VE) study of the A/E preliminary design (based on 60% documents) will be performed by the A/E, CM/GC, and an independent committee established by BSA. The A/E shall provide all professional services to furnish a VE report to meet the intent and criteria set forth in Public Law 104-106 (Value

Engineering) Section 4306 and OMB Circular A-131, dated December 26, 2013. The

A/E shall facilitate the meeting, document the discussions, and prepare an executive summary. The CM/GC shall collaborate with the A/E to prepare a cost estimate for each accepted VE recommendation.

The A/E shall investigate design implications and incorporate the committee’s recommendations, as accepted by the BSA IDD, into the final Preliminary Design.

The A/E shall incorporate and record all informal VE suggestions into the Study up to and following the 90% design phase.

20. Coordinate with the CM/GC the preparation and submittal of a preliminary construction schedule reflective of project phasing and/or early procurement considerations. The project shall be multi-year funded. Project phasing will be required to reflect the availability of funding and shall be incorporated into the design documentation.

3.4 Final Detailed Design Services

1. The A/E shall prepare contract drawings and technical specifications covering all aspects of the work for the construction, startup, and commissioning to normal operation of the EIC new conventional facilities. All necessary design elements shall be assembled into the construction contract documents, and sufficiently detailed to solicit lump sum construction bids. Contract drawings shall illustrate the work and contract specifications shall define and detail equipment, materials, and methods of construction to be employed for the work.

2. Design drawings shall include but not be limited to, the following:

a. Sitework including clearing and grubbing, pavement demolition, grading, landscaping, storm water collection and rerouting, pavement, sidewalk and curbs, trenching, excavation and backfill. Provide separate site drawings for civil, mechanical and electrical work. Indicate space available for contractor mobilization, parking and material staging and lay-down.

b. Structural work including concrete footings, slabs and walls, structural steel columns and beams, and metal decking. Identify special construction required for tunnel work, new tunnel installation, radiological shielding, vibration reducing design or minimization of EMI/RFI. Show soil boring logs and design loads and factors on the structural drawings.

c. Architectural work including building plans, sections and details. Provide finish schedules, furniture and equipment layout and schedules, building directories and signage. Identify features required for Sustainable Design compliance.

d. Mechanical work including ductwork, piping, valves, equipment arrangement plans and sections, flow diagrams and controls. Identify features required for beam tunnel, laser, and cathode room (and other spaces) requiring specialized environmental control, vibration reduction and /or sustainable design compliance.

e. Building code compliance data to be shown on the drawing sheets to include square footage and useable area calculations, occupant load calculations, egress capacity chart, travel distances tabulation/chart, windstorm resistance, roof, and floor (live, snow, dead) loads, plumbing fixture calculations and any other relevant calculation performed in development of building code compliance. Travel distances, dead end distances, and common path of travel distances are to be shown on a building layout in addition to the summary tables.

f. The controls and instrumentation for all equipment and systems shall be designed to seamlessly integrate into the Owner's existing PLC based system to create a complete, functional, and integrated plant DCS for the site.

g. Electrical work including:

Two 69kV to 13.8kV, 20 MVA transformers, two 69kV, 1200A gas insulated circuit breaker, two 75kVA station service transformers, a building addition, two 13.8kV indoor switchgear with four vacuum circuit breakers each, associated protective relaying, new battery room for

125Vdc battery bank with hydrogen gas sensing and ventilation; heating and ventilation for building; extension of existing house power, communication and alarm systems; and related sitework for roadways, retaining walls, concrete pads, containments, fencing, electrical ductbanks and manholes, site lighting, and sanitary/storm piping.

Overhead distribution lines from new 13.8kV switchgear to unit substations serving the new EIC facilities. Overhead lines include sectionalizing and distribution switches. Lines will have additional clearances when crossing roadway, allowing for mobile cranes to pass under. Sitework includes tree clearing, gravel road, excavation, conduits, manholes and associated hardware for overhead distribution work.

Unit Substations distributed around the EIC site at new facilities including buildings and load centers and cabling from a substation to the adjacent

EIC facilities. Unit substations include: two 15kV loop switches, a 15kV circuit breaker, 13.8kV to 480V transformer and 480V breakers.

Motor control centers for mechanical pumps and cooling tower fans in buildings. Also includes feeders from existing service buildings to select buildings with low power requirements.

UPS and Back-up Generator installation and related cabling and controls for Infrastructure life safety power requirements and select process equipment protection. Sitework includes site clearing, excavation, conduits, and manholes for generator installations.

Cable trays and tray supports to provide basic cable trays in EIC tunnel areas and new support buildings to meet projected future technical equipment cabling requirements provided by BSA.

Ground fault monitoring systems and remote control of major load circuit breakers shall be utilized for personnel protection where directed.

h. Fire alarm system including pull-stations, smoke detectors, PIV monitor switch, fire alarm control panel and connection to the sitewide alarm system. BNL utilizes a Simplex fire alarm control panel for compatibility with existing systems.

i. Communications including communication equipment closets, cabling, public address and telephone and data connections to the site distribution systems. Data shall utilize fiber-optic cable in concrete encased ductbank to connect the EIC to the site fiber-optic network. A fiber-optic backbone shall be provided in the building for key data intensive devices however copper based (Cat 6e) systems may be used for standard workstations throughout the building.

j. As indicated by the approved procurement plan developed during Preliminary

Design, break the project scope into separate construction packages. Coordinate and identify interface points between construction packages.

3. Coordinate the work between design disciplines to assure that the design provides adequate space, tie in points, system, and structural capacity etc. for all utilities and services. Indicate the intended location and routing for all major ducting, piping, conduit, and cabling. Identify and resolve interferences during design using the 3D modeling or digital twin capabilities of the BIM platform.

4. Prepare an Electrical Arc Flash Compliance Report indicating how the electrical design meets the requirements of OSHA 29 CFR 1910, and NFPA 70E-2021. Using a circuit analysis software system approved by BSA, demonstrate that proposed equipment, cabling, and protective settings indicated in the design drawings and specifications meet the OSHA and NFPA criteria above. Submit this report with the 60% review package and update in the 90% and 100% submittals. Include all electrical one-line drawings, calculations and equipment and cabling data to substantiate the report findings.

5. Prepare and submit a detailed water balance diagram(s) and a detail thermal hydraulic analysis that show compliance with performance requirements for various operating conditions and necessary chillers. Provide the native input files for any analysis performed using commercially available software.

6. Prepare and submit process flow diagrams (PFDs), intelligent piping and instrumentation diagrams (P&IDs) for all systems. The intelligent P&IDs shall be capable of generating outputs such as line lists, valve lists equipment lists and other process and equipment parameters. The inputs for such intelligence would be from process flow data, instrumentation schematics, equipment data sheets, valve and instrumentation specification sheets, piping material specifications, etc. The P&IDs shall be able to communicate with the plant 3D model. From Intelligent P&ID databases, plant operating, and maintenance (O&M) personnel should be able to retrieve attributes of equipment, nozzles, pipelines, valves, etc.

7. Prepare and submit mechanical site plans, specifications, mechanical equipment arrangement drawings, piping and ductwork layout drawings piping and ductwork tie in points that will be generated via a 3D model.

8. Prepare and submit a complete equipment list, specialty list, mechanical equipment and load schedule, valve and line schedules, system descriptions, sequence of operations, DCS I/O list, control narrative documents and control logic diagrams and DCS architecture drawings.

9. Provide Room Data Sheets and interior design and coordination drawings for all accelerator and building services equipment proposed for installation, providing for interfacing, installation, service, and operating clearances. 3D models will be utilized that will be able to import the CAD models (such as CREO) from EIC Accelerator

Engineers for the accelerator and equipment to identify clearances, interfacing, and compatibility of installation.

10. One review submittal required at each design milestone during Detailed Design.

Furnish 5 (5) sets of specifications, drawings, cost estimate and construction schedule with each review submittal. An independent review of the 100% design and cost estimate will be conducted by a DOE review committee. Incorporate all comments as directed into the 100% design and prepare a report for the Critical Decision 3 review.

11. A Value Engineering (VE) study of the A/E detailed design (based on 30% documents) will be performed by the A/E, CM/GC, and an independent committee established by

BSA. The A/E shall provide all professional services to furnish a VE report to meet the intent and criteria set forth in Public Law 104-106 (Value Engineering) Section 4306 and OMB Circular A-131, dated December 26, 2013. The A/E shall facilitate the meeting, document the discussions, and prepare an executive summary. The CM/GC shall collaborate with the A/E to prepare a cost estimate for each accepted VE recommendation.

12. When comments on the 100% review have been addressed, furnish five (5) additional sets of drawings and specifications for BSA approval prior to printing the Construction

Bid Issue. When final Construction Bid Issue is approved, furnish to BSA copies of all documents (drawings, specifications) on suitable electronic media for reproduction.

The A/E shall prepare a final Conformed Set of Documents (Construction Documents modified to include any addenda issued during the bidding or negotiation process and accepted alternates) that will incorporate adjustments in the design and specifications needed to bring the project to budget when final FFP is received for construction.

13. A Project Design Book that includes a compilation of drawings, specifications and other design documents that are generated during the design phase and updated during construction and start-up of the Project. The Architect/Engineer shall maintain the

Project Design Book and shall update and revise the Project Design Book upon equipment selection and final design of the Facility.

a. The Architect/Engineer shall maintain a historical file of all revisions of the Project

Design Book from the initial issue of the…