Attachment2 Request for Proposal Doc1334657062 RFP Helium 3 FY25.pdf

Introduction

This is a print version of the event. It contains a summary of the event and its contents. The response sho wn below is the last accepted response. If there is no accepted response, the latest draft response will be s hown. Please review this for correctness and mark it up as necessary.

This file was downloaded at: [Tuesday, November 19, 2024 at 3:33 PM]

Overview

ID Doc1334657062

Description

Status Draft

Version v5

Version Comment

Owner Lindsey Gulmire

Editors (none)

Event Type RFP

Test Event No

Template ORNL Request for Proposal (LP)

Base Language English

Commodity ''Isotopes, Non-Radioactive'' 99999982

Last Modified 11/19/2024

Regions NAMER North America

Departments

Currency US Dollar

Creation Date 10/29/2024

Access Control

External System Integration

External System PRD010

Company Code

Purchasing Organizatio n

Purchasing Group

Payment Terms

Document Type

Document Category

Timing Rules

Due date

Planned response start d ate When I Click the Publish button on the Summary page

Planned due date 12/16/2024 12:00 PM

Estimated Award Date 12/31/2024

Name Initial

1 Introduction

1.1 Company Information

Oak Ridge National Laboratory (ORNL) is the largest US Department of Energy scie nce and energy laboratory, conducting basic and applied research to deliver transfor mative solutions to compelling problems in energy and security. ORNL is managed and operated by UT-Battelle, LLC (the Company).

ORNL’s diverse capabilities span a broad range of scientific and engineering disciplines, enabling the Laboratory to explore fundamental science challenges and to carry out the research needed to accelerate the delivery of solutions to the marketplace. ORNL supports DOE’s national missions of:

• Scientific discovery—We assemble teams of experts from diverse backgrounds, equip them with powerful instruments and research facilities, a nd address compelling national problems;

• Clean energy—We deliver energy technology solutions for energy-efficient bui ldings, transportation, and manufacturing, and we study biological, environmental, and climate systems in order to develop new biofuels and bioproducts and to explore the impacts of climate change; and

• Security—We develop and deploy “first-of-a-kind” science-based security technologies to make the world a safer place.

1.2 How to respond to the RFP

1. Once you access the project, please review the event details. You can click on

"All content" in order to see all the sections together.

2. Review and accept the Agreement and/or Prerequisite(s) at the project level

3. Enter your response and click on Submit entire response. Please note that unless you click on the "Submit" button, your response will not be received by the customer

1.3

ORNL General Solicitation Instructions See Attachment gen-solic-instruct-e xt BSD-C

S-2058.p df

2 Event Information

2.1 Contacting Help Desk / Product Support

Please use the following information to contact the SAP Ariba Helpdesk for technical and product support:

US Toll Free: 1 866 218 2155

US: 1 412 222 6153

Europe: 44 20 7187 4144

Asia: 65 6311 4745

Webform

1. Log into the site

2. Click "Help Center" > Support at the bottom

3. Click "Get help by live chat"

2.2 Team Contact Info During Event Purchasing Contact: For the Bid Inquiry process, the primary point of contact from ORNL is: [Lindsey Gulmire, 865-576-4415, gulmirelc@ornl.gov]

2.3 Supplier Training Suppliers can access the SAP Ariba Sourcing training guides by clicking the Help center link in the upper right corner of the screen. The three training guides take less than one hour to complete.

3 RFP Package

3.1 Project Specifications Please download and review the attached documents which will support you while entering your pricing. We are seeking Helium 3 with the follow ing specifications:

1.Material Specifications •Tritium content less than or equal to 5 x 106 μCi/mL. •The i sotopic enrichment of the He3 is to be > 99.9%, purity N38 per

Appendix 1 (see "Attachment 1 - Specification - He-3 - 99.9 Percent - 10.24.2024")

2. Packaging Specifications •The He3 is to be packaged and shipped to ORNL in cylin ders that are marked/stamped in accordance with the U.S. Department of Transporta tion (DOT) regulation and meet the following specifications per Appendix 2 (see "Atta chment 1 - Specification - He-3 - 99.9 Percent - 10.24.2024")

3.2 Attachment 1 - Specification - He3 - 99.9% - 10.24.2024 Attachment 1 –

Specification - He-3 99.9 Percent - 10-24-2024.pdf

3.3 North American Industry Classification System (NAICS) Code

The product classification for this procurement under the North American Industry Classific ation System (NAICS) is Code 325120 - Industrial Gas Manufacturing - 1,200 Employees.

4 Pricing and Cost Breakdowns

*Price to be quoted in USD* Price/Liter(s) Quantity (Liters) Price Shipment $____/Liter for

Qty. up to 3,000 Liters = $_____ Total *Please specify the quantities you can supply.

Freight terms for Domestic Suppliers: Quote F.O.B. Destination Freight Prepaid. Total Price should include all freight/packaging costs.

Incoterms for Foreign Suppliers: Quote DAP.

Total Price should include all freight/packaging costs.

4.1 Pricing for He-3 - 99.9%

Up to 3000 Liters *Proposals will be accepted for smaller quantities - If you have less than

3000 Liters (and can meet the required material and packing specifications), please still bid.

Price

Quantity 1 each

Extended Price

Savings

5 Proposal Format - Contract Type

5.1 Prime Flowdowns UT-Battelle, LLC Prime Supplemental Flowdown Document

Clauses [Additional Terms & Conditions for Subcontracts/Purchase Orders under Prime

Contract No. DE-AC05-00OR22725] is available in the “Documents Index” and then

"Special Articles and Forms" section of our web site at https://contracts.ornl.gov/.

5.2 General Terms and Conditions

5.2.1 What General Terms and Conditions need to be used?

Commerc ial Item

5.2.2 General Terms and Conditions - Commercial Item Commercial Item - Terms and Conditions for this Subcontract can be found on our website at https://contracts.o rnl.gov/ in the “Documents Index” and then "Terms and Conditions" section.

6 What ORNL proposal format to use?

Fixed Pri ce

7 Proposal Format - Fixed Price

8 Proposal Format - Clauses

8.1 Preparation of Offers Offers must be:

1. Submitted on the forms furnished by the Company or on copies of those forms within the Ariba system; and

2. Digitally signed. The person signing an offer must be able to bind their company to the proposal they are submitting and initial each erasure or change made to any form.

If this solicitation is amended, all terms and conditions that are not amended remain unchanged.

8.2 Technical and Business Management Proposals

DO NOT SUBMIT EXPORT CONTROL INTO THE ARIBA SYSTEM. To aid our evaluation, your proposal must be in two separate files submitted via Ariba; a Technical

Proposal and a Business Management Proposal. The file name, as well as the first page of each proposal document, should identify it as the Technical Proposal or the Business

Management Proposal and include the offeror's name and the solicitation number. Your proposal must be submitted electronically. NOTE: Each email is restricted to 10MB in total size by the Ariba server.

8.2.1 (b) Format for the Technical Proposal.

DO NOT SUBMIT EXPORT CONTROL INTO THE ARIBA SYSTEM.

8.2.1.1 DO NOT SUBMIT EXPORT CONTROL INTO THE ARIBA SYSTEM.

8.3.1.1 The Technical Proposal should not exceed 25 pages (excluding personnel resumes and corporate project briefs). The Technical Proposal must be in the following format:

(1) Table of Contents: Provide table of contents with page numbers for each chapter or section and subsections.

(2) List of Tables and Figures: Provide a list of any tables and figures contained in the proposal along with page numbers.

(3) Compliance with Specification: a section-by-section response to the specification shall be provided stating Offeror's compliance with the requirements. Attach your

Technical Proposal:

8.2.2 (c) Format for Business Management Proposal.

DO NOT SUBMIT EXPORT CONTROL INTO THE ARIBA SYSTEM.

8.2.2.1 The Business Management Proposal must be in the following format:

(1) Price Information

(A) Price Proposal. You must include your price proposal in this section.

Please attach your Business Management Proposal: DO NOT SUBMIT EXPORT CO

NTROL INTO THE ARIBA SYSTEM.

8.2.2.2 Foreign End Products - The Offeror shall list as foreign end products those end products manufactured outside of the United States that do not qualify as domesti c end products. Please list all foreign end products proposed and their country of origin - (Attach a separate file if necessary.)

8.2.2.3 Offer Expiration Proposal/Offers shall be valid through the estimated contract date listed in the RFP or for at least 90 days.

8.2.2.4 (4) Other Information. You must include in this section:

8.2.2.4.1 Exceptions Any exceptions that you take to the provisions of this solicitation must be in a redlined word document in order to be considered. Be advised that taking exceptions will be taken into account in evaluating your proposal and may result in your offer being considered non-responsive.

8.2.2.4.2

Representations and Certifications

A completed, signed copy of the form entitled "Representations and Certifications - A bbreviated".

8.2.2.4.3 Foreign Vendors

If you are not a U.S. Company, please complete, sign, and attach the International

Representations and Certifications to your proposal. This form is attached. Also, if applicable, please complete, sign, and attach the Certification Regarding Combating

Trafficking in Persons (BSD-CS-2286) 05.01.24 with your proposal - Attached.

8.2.2.4.3.1 Reps and Certs - International - 11.15.2023.pdf Reps and Certs –

International - 11.15.2023.pdf

8.2.2.4.3.2 Certification Regarding Combating Trafficking in Persons (BSD-CS-2286)

05.01.24.pdf Certification Regarding Combating Trafficking in Persons

(BSD-CS-2286) 05.01.24.pdf

8.2.2.4.4

Exhibit 2 - Representation of Limited Rights Data and Restricted Computer Software

A completed, signed copy of the form entitled "Exhibit 2 - Representation of Limited

Rights Data and Restricted Computer Software".

8.2.2.4.5

EEO Preaward Clearance Request

If your proposal exceeds $10 million, a copy of the EEO Preaward Clearance Request form with items 3, 4, 8, and 9 completed. (Prospective awardees of subcontracts of $10 million or more are subject to preaward compliance evaluations by the Office of

Federal Contract Compliance Programs (OFCCP), unless within the preceding 24 mo nths OFCCP has conducted an evaluation and found the prospective awardee to be in compliance with Executive Order 11246.)

8.3 Number of Awards (a) The Company intends to make one or more awards.

8.4

Unique Entity ID (UEI) [generated at SAM.gov]

(a) The offeror shall enter below the Unique Entity ID number that identifies the offer or's name and address exactly as stated in the offer. (b) If the offeror does not have a

UEI number, it should contact SAM.gov directly to obtain one. SAM.gov is an official website of the United States government. There is no charge to register or maintain your entity registration in SAM.gov. You can get a Unique Entity ID for your organization without having to complete an entity registration. Please provide your Unique Identity ID Number:

8.5

Withdrawal of Offers

(a) Offers may be withdrawn by written notice received at any time before award.

Offers may be withdrawn in person by an offeror or an authorized representative, if the identity of the person requesting withdrawal is established and the person signs a receipt for the offer before award.

8.6

Questions

(a) Questions concerning this solicitation must be submitted in writing via Ariba

Message Board. (b) Information given to one prospective offeror will be furnished to a ll prospective offerors if lack of the information would be prejudicial to them.

9 Sales Tax. DO NOT INCLUDE TENNESSEE SALES OR USE TAX IN INVOICED

AMOUNTS. The Company is not a tax exempt entity; however, the Company has a

Direct Pay Permit, whichallows us to remit applicable use taxes directly to the

Tennessee Department of Revenue. A copy of the ORNL Direct Pay Permit is available at: https://contracts.ornl.gov/ in the “Documents Index” and then "Special

Articles and Forms" section. Construction Contractors are liable for sales and use tax that may be due, if any, on goods or services purchased and/or used in the performance of the agreement with the Company. These taxes may be included in the invoiced amounts as part of the materials costs. However, do not add Tennessee sales/ use tax to labor, installation, or other items.

10 Proposal Format - Variable Clauses

10.1 (C) If you are not a small business concern and your proposal exceeds $2M, a completed, signed copy of the form entitled Cost Accounting Standards Notices and

Certification.

10.2 (D) If your proposal exceeds $750,000, either a copy of your Small Business

Subcontracting Plan (see FAR 52.219-9) or the Company form Representations

Regarding Subcontracting Plan with an explanation of why you are not required to submit a small business subcontracting plan. If you are required to submit a subcontracting plan, you should use the form available at http://www.ornl.gov/adm/co ntracts/art_forms.shtml.

At a minimum, your plan is to mirror or exceed the Small Business Administration's public goals.

These goals are:

Small Business - 23%

Woman-Owned Small Business - 5%

Small Disadvantaged Business - 5%

HUBZone Small Business - 3%

Veteran-Owned Small Business - 5%

Service-Disabled Veteran-Owned Small Business - 5%

You should take into consideration these goals when developing your proposal.

10.3 (F) If this solicitation includes either the "Patent Rights - Acquisition by the

Government" or the "Patent Rights - Retention by the Seller (Short Form)" clause, a nd you have requested an advance waiver of patent rights, a copy of the form http://www.ornl.gov/adm/contracts/art_forms.shtml http://www.ornl.gov/adm/contracts/art_forms.shtml

(attachments are not necessary) that you submitted to the DOE Patent Counsel.

(See the form entitled "Exhibit 2B - Petition for Advance Waiver of Patent Rights.")

[Attachment, BSD-CS-2001, BSD-CS-2003]

10.4

Basis of Award - Price Comparison

(a) An award resulting from this solicitation will be made to the responsible offeror su bmitting the lowest-priced offer that meets all specified requirements.

Yes

11 Organizational Conflicts of Interest Organizational Conflicts of Interest (Jul 2010)

12 Gas Cylinder Clauses

The following clauses are applicable: Gas Cylinder Batch Analysis (JUL 2014) The Seller shall provide a copy of the batch analysis for the gas cylinder(s). In addition, the Seller is required to label or tag the cylinder(s) so that the content is readily discernible by the

Company. Gas Cylinder Contents Certification (JUL 2014) The Seller shall supply written certification of the exact content of each cylinder of gas received by the Company.

In addition, the Seller is required to label or tag the cylinder so that the exact content is readily discernible by the Company.

13 Delivery, Shipping, Packaging

13.1 Imports to ORNL (11/2022)

Critical Communication

(a) The Seller shall specify on the bill of lading or air waybill (e.g., "Notify Party", "Broker

Select", "Handling Information" fields) that the Company's customs broker be notified to arrange U.S. Customs clearance. This directive should identify the broker as:

V. Alexander & Company

110 Tyson Blvd., Suite 202, Alcoa, TN 37701

Attn: Import Department

Phone: 865-970-7461, Fax: 865-970-7490 knoxvilleimportdocs@valexander.com

Brittney Beck: bbeck@valexander.com

(b) The location for U.S. Customs clearance to occur shall be specified as:

U.S. Port 2016 - Knoxville, Tennessee

(c) Importer Security Filing (ISF) regulations require transmission of the 10+2 data elements 24 hours prior to the Mother vessel sailing date. A Seller using ocean transport must provide V. Alexander with the completed ISF Form, Commercial Invoice(s), and

Packing list(s) via email at least 72 week-day hours prior to loading onboard the Mother vessel.

Instructions to submit ISF data:

1.Email the below items to ISF@valexander.com at minimum 72 hours prior to the Mother

Vessel estimated sailing date (ETD).

**Please only include one ISF form per email**

•Completed ISF Form or ISF Details

•Commercial invoice(s)

•Packing list(s)

2.Email Subject Line should include:

•Estimated Sailing Date (ETD) of the Mother Vessel

•Importer of Record Name

•ISF revisions, ISF amendments, or ISF questions should be emailed only to isfoperationsknoxville@valexander.com mailto:bbeck@valexander.com mailto:isfoperationsknoxville@valexander.com

(d) The shipment shall be consigned to the following:

UT-Battelle, LLC

Oak Ridge National Laboratory (ORNL) for the U.S. Department of Energy

1 Bethel Valley Road

Oak Ridge, Tennessee 37831

Contact:

Goods Recipient/Invoice Approver):Karen Sikes

Phone: 865-574-8404

(e) Delivery terms are Incoterms 2020 DAP.

Note: Fees, fines, and/or other assessments resulting from failure to follow these critical communication steps will be recouped from the Seller.

Process

(a) Material(s) purchased under this agreement may be exempt from United States import duties. The following provisions are included to ensure no duty is improperly paid.

(b) Not withstanding any other provision of this agreement, delivery terms are

(as shown in Item (e) above) Oak Ridge, TN, USA. The Seller shall not include in the purchase price the amount for duty unless such duty is specifically identified as a separate line item in the price. Any amount improperly included by the Seller shall be subject to setoff and/or recoupment.

(c) Except as noted, no later than 72 hours before shipment of any foreign material, the

Seller shall provide the following documents to the Company's Import Broker and

Company's Transportation Department at the addresses provided below:

(1) bill of lading/airway bill naming UT-Battelle LLC as the consignee (required by day of shipment) [Note: use express bill of lading for ocean transport]

(2) commercial invoice for items to be delivered to Oak Ridge, TN, USA,

(3) itemized packing list,

(4) name of carrier, and

(5) estimated delivery date.

(d) The commercial invoice shall include, at a minimum:

(1) name and address of the manufacturer

(2) description of the item(s),

(3) quantities of the item(s) described,

(4) value of the item(s) to be delivered in US Dollars,

(5) HTSUS number,

(6) country of origin,

(7) US Customs Entry in Knoxville, TN, USA; Port 2016; McGhee/Tyson Airport (TYS),

(8) Incoterms,

(9) purchase order number (if applicable),

(10) ORNL contact name (goods recipient/invoice approver), and

(11) project name (e.g., SNS, CNMS, ITER, etc. - if applicable).

All documents listed above shall be in English.

(e) No later than the day of shipment of any foreign material, the Seller shall provide written notice to Company's Import Broker confirming the name of the carrier and estimated date of arrival, and if available, the flight number or name of the transporting vessel. Note that additional data must be electronically provided at least 72 hours prior to loading if ocean transport will be utilized.

(f) Notices for the Company's Import Broker shall be sent via e-mail to: V. Alexander and

Company, Inc., Attn: Import Department; E-mail: knoxvilleimportdocs@valexander.com mwilson@valexander.com

(g) Notices for the Company's Transportation Department shall be sent via e-mail to:

logistics@ornl.gov

(f) All shipping documents and packages shall be clearly marked with the following:

Shipment to ORNL for the United States Department of Energy under Contract No.

DE-AC05-00OR22725. Upon arrival of shipment, NOTIFY V. ALEXANDER AND

COMPANY (865) 970-7461 FOR CUSTOMS CLEARANCE.

mailto:logistics@ornl.gov