Exhbit A- Statement of Work.pdf

UIP Subproject 2 – KRS Statement of Work (SOW) Independent Commissioning Agent

Revision 1 October 13, 2025

Statement of Work: Independent Commissioning Agent for UIP Subproject 2 Utilities Infrastructure Project

Fermi National Accelerator Laboratory 2

1. SCOPE OF SERVICES – INDEPENDENT COMMISSIONING AGENT FOR

UIP SUBPROJECT 2 (KAUTZ ROAD SUBSTATION REPLACEMENT)

1.1. Description

In May 2019, the Mission Need Statement for the Utilities Infrastructure Project was approved and authorized to proceed to Conceptual Design. The Conceptual Design was completed and approved on February 23, 2022, granting the project a CD-1 status. The Conceptual Design identified portions of the high voltage electrical system that require improvement to maintain the electrical service to the Laboratory. Due to timing of funding for this project, certain electrical facilities have been improved to maintain service and facilitate other improvements.

The project is currently in the advanced design phase and requires the services of a certified Independent Third-Party Commissioning Agent (CxA) to plan, coordinate, and oversee the commissioning process during design and construction of the new Kautz Road Substation control house building. The project is finalizing the design for the site installation package for the control house building. However, the project has completed the design for a prefabricated control house building, with 13.8kV switchgear inside, and is currently in the procurement phase to award the manufacture of this building as long lead equipment to be delivered and handed over to a site installation contractor, to be procured at a future date.

1.2. Stakeholders and Additional Resources

Fermilab is managed and operated through a contract between the U.S. Department of Energy and the Fermi Forward Discovery Group, heretofore referred to as FermiForward. Arup is subcontracted for design services through FermiForward.

Stakeholders for this task include the following:

1.2.1. U.S. DEPARTMENT OF ENERGY (DOE) FERMI SITE OFFICE (FSO)

The DOE has a site office (FSO) located physically at Fermilab that is responsible for overseeing the M&O contractor (i.e. FermiForward) to ensure safe, secure, effective, and efficient operations of the lab and to advocate Fermilab’s needs to DOE. Some resources within FSO include a Site Office Manager, UIP Federal Project Director, UIP Deputy Federal Project Director, and ES&H support.

1.2.2. UIP TEAM

The UIP team consists of the Project Director, Project Manager, Level 2 Manager/Design Manager, Quality Coordinator, ES&H Coordinator, and Procurement Administrator, as well as additional resources within the Infrastructure Services Division (ISD).

1.2.3. ARUP

FermiForward has procured A/E design and construction phase support services from Arup US, Inc. (Arup) for the duration of the UIP.

Statement of Work: Independent Commissioning Agent for UIP Subproject 2 Utilities Infrastructure Project

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1.2.4. INFRASTRUCTURE SERVICES DIVISION

The Infrastructure Services Division (ISD) includes engineers and operators responsible for maintaining and operating the CUB.

1.2.5. COMMONWEALTH EDISON

The Kautz Road Substation is interconnected to the Commonwealth Edison 345 KV transmission system. Commonwealth Edison will be participating in the engineering design of all electrical substation systems that interconnect with their 345 KV transmission system. Their involvement will include the specification of equipment and review and approval of the design at all phases of the project.

1.3. Scope

The solicitation shall request professional engineering services to perform the following activities in support of the commissioning effort for UIP Subproject 2.

1.3.1. SYSTEMS/EQUIPMENT TO BE COMMISSIONED

1.3.1.1. Substation Control Building

• Building Automation System

• HVAC units

• Exhaust fans

• Duplex sump pump

• Life safety/Fire alarm

• Lighting controls

• Security

• Building envelope

• Substation Relay & Metering Control Panels

• 15kV Switchgear Units with C.B’s & Relays

• Communication Panel

• Battery Racks with spill protection

• Battery chargers

• Battery Disconnect Switches and DC Bus Tie Disconnect Switch

• AC and DC Circuit Breaker Panel Boards

1.3.1.2. Yard Equipment

• Four (4) 345-13.8 kV Transformers

• One (1) 345 kV SF6 circuit breaker

• 13.8 kV Cable Bus System

• Seven (7) 345 kV MOD’s

• Yard Lighting System

• Yard Drainage System

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1.3.1.3. Externally Connected Equipment

• Feeders

1.3.2. COMMISSIONING TASKS

1.3.2.1. Design and Procurement Phase

During the design phase, and prior to award of the construction contract to a general contractor, the Independent CxA shall perform the following tasks:

1.1.1.1.1 Specifications

Prepare the necessary commissioning sections and/or commissioning text to be included into the bid documents to ensure that the commissioning requirements are integrated into the appropriate sections and clearly describe the commissioning process. All features and systems to be commissioned will be listed.

1.1.1.1.2 Commissioning Plan

Develop a Commissioning Plan with the following components:

• Commissioning program overview

• Commissioning team

• Commissioning process activities

The commissioning plan will be created within 60 calendar days of PO issue. As the project progresses, the commissioning plan will continue to evolve.

1.1.1.1.3 Review the Basis of Design (BOD)

Review design documentation prepared by Arup and provide a report to the Owner of any discrepancies with the proposed design to achieve the intended functions in an acceptable manner.

1.1.1.1.4 Develop a Master Equipment List

This inventory will provide the team an exact count of all equipment and systems that are required to be commissioned. It will also create a structure to provide an understanding of equipment relationships. Capture critical equipment information such as make, model, and serial number, as well as location, and then relate other commissioning deliverables to this list.

1.3.2.2. Construction Phase

1.1.1.1.5 Meetings

• Prepare agenda and facilitate the commissioning kickoff meeting. Prepare and distribute meeting minutes.

• Attend construction progress meetings as needed.

• Commissioning-specific meetings, when necessary, will be held in conjunction to construction meetings.

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1.1.1.1.6 Submittal Reviews

Perform a review of contractor submittals applicable to systems being commissioned for compliance with the design documents. The review will be concurrent with the reviews performed by the Engineer of Record (EOR) and comments distributed to the design team and owner.

1.1.1.1.7 Field Observations

• Perform site visits, as needed, to observe the installation of commissioned equipment/systems and verify they are being properly installed according to the contract documents.

• Field reports will be prepared and distributed to the team and included in the final commissioning report.

1.1.1.1.8 Installation Checklists/Equipment Start-up

• Prepare Installation Checklists (Pre-Functional Checklists) for equipment to be commissioned.

• The checklists will be completed by the contractors and spot checked by the commissioning authority for compliance.

• Review the contractor’s equipment startup procedures.

• Witness a random sampling of the startup and initial checkout performed by the contractors on major equipment listed in the contract documents to be commissioned.

1.1.1.1.9 Test and Balance

• Observe a representative portion of the Test & Balance (TAB) process including air and hydronic systems.

• Review final TAB Report

1.1.1.1.10 Functional Performance Tests

• Prepare Functional Performance Test (FPTs) procedures (non-High Voltage) for equipment/systems to be commissioned. Witness, document and verify Functional Testing with the assistance of the appropriate contractors.

• Review test procedures, witness and document contractor/manufacturer testing. Review test reports (High Voltage).

1.1.1.1.11 Issues Log

• All issues identified during construction will be documented on an Issues Log. The issues log will be provided to the construction team for resolution.

• Perform retesting on all Issues. One retest of each Issue is provided. If additional retesting is necessary, it will be performed as an additional service.

1.1.1.1.12 Operation & Maintenance Manuals

Review the O&M manuals for completeness and accuracy. Verify that the manuals are in compliance with the contract documents and all warranty information is provided in the prescribed manner.

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1.1.1.1.13 Staff Training

Assemble written verification that the contractor training was conducted for all commissioned features and systems. Verify that qualified individuals have performed the training for a sufficient duration of time to ensure the facility staff fully understands the operation of the equipment.

1.1.1.1.14 Final Commissioning Report

Prepare the final commissioning report and deliver to the owner. The report will include an executive summary along with a compilation of documentation completed by the design/construction project team over the course of the commissioning process.

1.4. Deliverables

This final deliverable will encompass all commissioning project documentation which includes, but is not limited to, the following:

a. Executive Summary

b. The Commissioning Plan

c. Commissioning Specifications

d. Equipment submittal review reports

e. Field activity reports (meeting minutes and site observation reports)

f. Completed PFCs

g. Completed FPTs

1.5. Quality Requirements

The Subcontractor shall include with the proposal a project-specific QA/QC plan to cover all phases of the project and will be evaluated by FermiForward for consistency with FESHM and

QAM.

1.6. Schedule

The current schedule estimates for the performance period of this scope shall be:

• Start Task: May 2026

• Award of Control House Building Prefabrication: March 2026

• End of Design Phase: August 2026

• Start of Construction Phase: May 2027

• Complete Task: April 2030

1.7. Proposal Format

The offeror shall split out their proposal into the following scope phases:

• Design and Procurement Phase

• Site Installation (Construction) Phase

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2. ATTACHMENTS

UIP Kautz Road Substation Basis of Design (90% Final Design), by Arup, dated June 19, 2025

Fermilab Environment, Safety and Health Manual (FESHM), http://esh.fnal.gov/xms/ESHQ- Manuals/FESHM as of the subcontract award date.

DOE Order 413.3B, Program and Project Management for the Acquisition of Capital Assets, https://www.directives.doe.gov/directives-documents/400-series/0413.3-BOrder-B-chg7-ltdchg

Guiding Principles for Sustainable Federal Buildings and Associated Instructions by The Council on Environmental Quality, dated December 2020.

https://www.sustainability.gov/pdfs/guiding_principles_for_sustainable_federal_buildings.pdf http://esh.fnal.gov/xms/ESHQ-Manuals/FESHM http://esh.fnal.gov/xms/ESHQ-Manuals/FESHM https://www.directives.doe.gov/directives-documents/400-series/0413.3-BOrder-B-chg7-ltdchg https://www.directives.doe.gov/directives-documents/400-series/0413.3-BOrder-B-chg7-ltdchg https://www.sustainability.gov/pdfs/guiding_principles_for_sustainable_federal_buildings.pdf

2. attachments