Exhibit A_Electrification_Study-SOW-2023-draft-final.pdf

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Date: August 31, 2023

Re: Request for Professional A/E Services

OBJECTIVE OF THE STUDY

Fermilab intends to conduct a planning level study for the laboratory campus of Fermilab in Batavia, aimed at transitioning its energy infrastructure to fully electric systems. The study will focus on analyzing the feasibility, challenges, and opportunities associated with electrifying the campus, including the replacement of natural gas systems. The study will also evaluate the impact of introducing EV infrastructure and develop a phased implementation plan for supporting the adoption of electric vehicles. The overall goal is to optimize energy consumption, enhance energy efficiency, promote energy conservation, and achieve a sustainable, net-zero emissions operation.

PROFESSIONAL SERVICE SCOPE OF WORK

The consultants will conduct a planning level study aimed at not only converting existing building energy use to all electric power, but also optimizing energy consumption. The following outlines the scope of work required to complete the study and electrification masterplan. Table 1 below provides an overview of buildings to be covered under this scope.

Gross Sqft

Avg Annual Electric (kWh)

Avg Annual Gas (Mbtu)

Function

Building 1 123,587 15,007,959 18,349 Experimental Hall / Office

Building 2 40,000 200,993 2,505 Storage / Office

Building 3 32,467 305,318 1,556 Magnet shop

Building 4 32,091 1,659,892 3,753 Experimental Hall / Target Hall

Building 5 17,500 68,008 427 Office / Garage

Building 6 16,002 842,944 718 Magnet Shop

Building 7 13,750 711,213 1,330 Machine Shop

Building 8 1,092 Under Renovation Under Renovation Housing

Table 1: List of Preselected Buildings

Infrastructure and Facility architectural, mechanical, and electrical review and assessment

• Review the preselected buildings, selected based on energy demand, complexity, and inclusion in existing EV infrastructure plan.

• Collaborate with Fermilab’s Sustainability and Facilities team to conduct building assessment tours and compile the collected data into a needs report.

o Compile list of data not available which will be required to be defined for future scope determination.

• Review and evaluate the adequacy and condition of the campus's electrical infrastructure, including underground power distribution network, the size and condition of electrical main services in each building, and review of electrical metering data for each building.

• Review and compile natural gas usage for HVAC heating, hot water or other process loads at each building along with Building Management System (BMS) trend data and patterns as outlined in Phase 2.

• Assess the backup generator systems, both natural gas and diesel generators, associated with each selected building for carbon free alternatives such as Battery Energy Storage Systems (BESS).

• Evaluate the impact of implementing electric vehicle (EV) charging infrastructure and its integration into the electrical distribution system. (Fermilab Sustainability Team will provide a list of location and number of charging stations)

Evaluate architectural, electrical, and mechanical upgrade options to support electrification.

• Confirm/prioritize envelope improvements for energy reduction including cladding, doors & windows, wall/roof insulation and air/vapor/water barrier improvement.

• Analyze gas heating components and propose options for converting them to electric heating systems, aligned with the electrification objectives.

• Assess the HVAC systems and evaluate/recommend replacements with heat pumps or other electric heating and cooling solutions to optimize energy efficiency and sustainability.

• Assess the capacity of the primary electrical service equipment and identify necessary upgrades to accommodate increased electrical demands resulting from electrification.

• Summary table of building and system upgrades including Rough Order of Magnitude costs.

Identify optional sustainability improvements to reduce energy consumption.

• Lighting Efficiency:

o Evaluate the existing lighting systems and provide recommendations on the appropriate technologies to be used, considering factors such as energy efficiency, cost-effectiveness, and return on investment (ROI).

o Include a statement of impact outlining the potential benefits and outcomes of changing out lighting systems, such as energy savings, improved lighting quality, and reduced maintenance costs.

• Metering and Controls:

o Review the existing metering and controls infrastructure and recommend improvements to enable better monitoring and management of energy consumption.

o Assess opportunities for implementing energy efficiency through optimizing temperature and airflow.

• Water Conservation Measures:

o Identify and recommend water-saving fixtures and systems to reduce energy consumption associated with water heating and distribution.

• Evaluate and recommend energy-saving solutions such as smart power strips, energy-efficient appliances, and equipment upgrades.

• Explore and evaluate the implementation of green roofs or rooftop gardens to enhance insulation, reduce stormwater runoff, and provide energy-saving benefits.

Schedule and deliverable process Phase 1 – Project Initiation: Define project goals, review existing sustainability commitments, and assess main utility systems.

The project initiation phase will include a project kickoff with on-site workshop and visioning sessions. The consultants will meet with the Fermilab’s Sustainability and Facilities Team to define the project goals and success factors and identify elements of the electrification goal that may need additional refinement during the planning process. The consultants will also review and collate existing Fermilab sustainability commitments as they relate to utility master planning. The consultants will walk pre-selected buildings with Fermilab’s staff. The consultants will engage with campus, facility users, and utility stakeholders, and will develop the appropriate stakeholder list with Fermilab staff.

Phase 2 – Baseline Data Formation: Collect and analyze utility usage data and develop energy models.

The baseline data phase includes the collection and analysis of existing utility usage for all utility flows. Fermilab team will provide campus wide BMS (Building Management System) usage data. Manual metering is not anticipated for this project.

The consultants will coordinate with the Fermilab Facilities Team and Sustainability team and will use any content developed in the design/planning charrette work as a basis for understanding how the campus may expand or change in the future. The consultants will develop regionally specific energy baseline in Microsoft Excel for each building identified.

Phase 3 – Infrastructure and Facility Conditions Assessments and Analysis of Electrification Pathways: Assess building envelopes, utility systems, and specialized laboratory systems. The consultants will prepare an assessment of major envelope and utility systems following buildings walk through with facilities staff. This will include review of the age and condition of building enclosure, electrical infrastructure, HVAC systems, as well as any major specialized laboratory systems located in buildings. Existing assessments begun by the campus will serve as a starting point. Evaluate options to retrofit the facility to achieve electrification, both through architectural, electrical, and mechanical upgrade that achieve energy savings and convert systems from natural gas to electric.

Phase 4 – Load Projections and Electrification Pathways: Synthesize data to provide recommendations, load projections, and evaluate options.

The consultants will synthesize analyses completed during Phases 2 and 3 into a series of recommendations for electrifying each building and reducing electricity demand. Develop load projections for the recommended facility improvements, identifying total anticipated demands for thermal energy and electrical energy. Using those projections, the consultants will provide pathways for achieving those utility growth projections, evaluated using operational carbon as a ranking criterion. The recommendations will include a phasing plan for implementing strategies for electrification of thermal systems, elimination of natural gas and to retrofit existing systems to lower carbon intensity.

This study will be conducted at planning level and will not involve detailed analysis. Its main goal is to provide important information necessary for making decisions regarding the electrification needs of the entire campus and to inform budget requests. All assumptions made during the study will be clearly documented and delivered.

Final Report and Presentation:

The consultants will incorporate feedback from Fermilab and developed an electrification plan for each building that also incorporates anticipated changes in future loads at the building for campus growth or science changes that supports Fermilab’s long term campus masterplan.

The consultants will compile the findings from all phases with recommendations for the future expansion of the major utility systems on campus, strategies to drive deep carbon reductions, and drive towards a regenerative campus. The report will include phasing recommendations which address immediate growth needs along with longer term needs. The final deliverable will also include a Microsoft Excel spreadsheet showing historic energy use, heating hot water use, and chilled water use for each existing building, along with projected uses for future phased buildings, allowing facilities staff to better understand how utility load profiles may change total campus utility demands if there are modest changes to project phasing plans. This analysis will include life-cycle cost estimates for input into long range budget planning.

The deliverables for this project include:

• Compiled List of Unavailable Data: This list will outline the data that is currently unavailable but will be necessary for future scope determination.

• Final Report for Selected Buildings: A comprehensive report summarizing the findings and recommendations for the selected buildings.

• Final Presentation for Selected Buildings: A presentation that highlights the key findings and recommendations for the selected buildings.

• Utility Usage Projections: Projections of future utility usage for at each building based on the recommendations assisting facilities staff in understanding potential changes in utility load profiles and overall campus utility demands.

• Summary Table of Building and System Upgrades by building: Excel spreadsheet outlining the recommended upgrades for each building and system, including rough order of magnitude (ROM) implementation costs.

• Life-Cycle Cost Estimation: An estimation of the life-cycle costs associated with proposed infrastructure expansions, providing input for long-range budget planning.

• Assumptions List: A comprehensive list of the assumptions made during the study.